Create a requisition that uses an RFQ

Important

Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.

This topic explains how to add price and vendor information to a purchase requisition from an RFQ process. The example shown in this guide can be used in the USMF demo data company, and you must be logged in as an Admin to complete all the steps. The tasks in this guide would typically be done by procurement professionals.

Create a requisition

  1. In the navigation pane, go to Modules > Procurement and sourcing > Purchase requisitions > Purchase requisitions prepared by me.
  2. Select New.
  3. In the Name field, type a value.
  4. In the Requested date field, enter a date.
  5. In the Accounting date field, enter a date.
  6. Select OK.
  7. In the Reason field, enter or select a value.
  8. Select Add line.
  9. In the Procurement category field, select a category in the tree, and then select OK.
  10. In the Product name field, type a value.
  11. In the Quantity field, enter a number.
  12. In the Unit field, enter or select a value.
  13. Select Save.
  14. Select Workflow to open the drop dialog.
  15. Select Submit.
  16. Close the page.
  17. Select Submit.

Reassign a workflow task

The next task is to create an RFQ to get bids from vendors for the product. In USMF demo data, the requisition workflow is set up with a rule so that if a vendor is not selected, or the unit price is 0 for a line, a task is assigned to a specific worker to create an RFQ. To continue with this guide, you need to re-assign that task to another user (yourself). You can only do this if you are logged in as an Admin.

  1. Select Workflow to open the drop dialog.
  2. Select View history.
  3. Refresh the page.
  4. Expand the Tracking details section.
  5. In the tree, select the line that starts with "Line workflow activated on".
  6. Select View workflow details.
  7. Expand the Work items section.
  8. Select Reassign.
  9. In the User field, select Admin.
  10. Select Reassign.
  11. Close the two pages.

Create an RFQ

  1. Refresh the page.
  2. Select Request for quotation.
  3. In the Buying legal entity field, select USMF. You must select the same legal entity that's on the requisition line.
  4. In the list, mark the selected row. If you had multiple lines on your purchase requisition, select all the lines that you want to add to the RFQ.
  5. Select OK.
  6. Refresh the page.
  7. Ensure that the FactBox is open, then expand the Related documents section.
  8. Select the link in the Request for quotation field to open the RFQ that was just created.
  9. Select Header.
  10. Select Add.
  11. In the Vendor account field, enter or select a value.
  12. Select Add.
  13. In the Vendor account field, enter or select a value.
  14. Select Send.
  15. Select OK.
  16. Select Enter reply.
  17. On the Action Pane, select Reply.
  18. Select Copy data to reply. This copies data, such as the quantity and dates, from the RFQ to the reply.
  19. In the Unit price field, enter a number. This is the price that you've received from the vendor. You might also want to enter additional information from the vendor.
  20. Select Accept.
  21. Select OK.

Verify that vendor and price have been transferred to the requisition

  1. Close the page.
  2. Select Lines.
  3. Select Related information.
  4. Select Purchase requisition.
  5. Select the line that was transferred to the RFQ. Verify that the price and vendor have been copied to the requisition.
  6. Select Workflow to open the drop dialog.
  7. Select Complete.
  8. Select the page.
  9. Select Complete.