How to create request for quotation in Dynamics AX 2012

Hi All,

Hope you are doing well. Today, I am very excited that I am writing blog on functional aspect of Dynamics Ax 2012 rather than Technical. So, let’s start………

Firstly, I would like to emphasis on why we create request for quotations in ERP.

What is Request for quotation?

Request for quotation (RFQ) is a standard business process whose purpose is to invite suppliers into a bidding process to bid on specific products or services. RFQ, generally means the same thing as IFB (Invitation For Bid). An RFQ typically involves more than the price per item.

In this process, different vendors participates provide different discounts depends on quantity of item or service required. User evaluate all quotations from different vendors and select desired one which provides good discount, low shipping charges, etc..,. Once it got selected, it converts into purchase order.

Let’s start with Request for quotation in DAX 2012.

Navigation for Request for quotation is depicted in below picture.

RFQ1

A list page opens when you click on All requests for quotations

RFQ2

Just click on Request for quotation button then select (Buyers group, purchase type, Expiration date) and click OK. Expiration date and time is means that vendor has to send response before the expiry date.

RFQ3

Now, select Item, Site-id, quantity, price and what ever you required.

RFQ4

Add vendors to whom you want to send quotation then select send button.                                              RFQ5

Once you click on send button, a form will open where it shows item, vendor, quantity and you will have different options like print, etc..,

RFQ6

Now click OK and status will change to sent for quotation.
RFQ7
Same will reflect on List page as well.
RFQ8

Next I will post on How to register Request for Quotation response in Dynamics Ax 2012 and its convert Purchase order.

Till then, Happy DaXing……….

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