Create and use scoring criteria and methods

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

This feature is available only if eProcurement in Microsoft Dynamics AX 2012 R3 is installed.

When you evaluate bids, you can score the bids to help rank them. Typically, a purchasing manager creates one or more scoring methods that are associated with requests for quotation (RFQs). Additionally, the purchasing manager creates a set of scoring criteria for each method. Each criterion can be scored in a given range. A default scoring method can be associated with each RFQ solicitation type, or a purchasing agent can assign a scoring method when the RFQ is created.

Create a scoring method and criteria

Use this procedure to create a method for scoring bids.

  1. Click Procurement and sourcing > Setup > Request for quotation > Scoring method.

  2. In the Scoring method form, click New.

  3. Enter a name and description for the new scoring method.

  4. In the Scoring criteria area, click New.

  5. Enter a name, description, and range for the new scoring criterion. For example, a range can be a point system, such as 1 to 5, –10 to +10, or 0 to 100.

  6. To add more criteria, repeat steps 4 and 5. When you have added all the criteria that you require, click Close.

Set a default scoring method

Typically, a default scoring method is associated with an RFQ’s solicitation type. Therefore, when you create an RFQ of a particular solicitation type, the RFQ automatically uses that scoring method. For information about how to create a new solicitation type and assign a default scoring method, see Create and use a solicitation type.

  1. Click Procurement and sourcing > Setup > Request for quotation > Solicitation type.

  2. In the Solicitation type form, click an entry in the Name column.

  3. In the Scoring method list, select a method.

    When you create an RFQ with this type, the selected scoring method will be associated with it.

  4. Click Close.

    Note

    If the existing scoring methods or criteria aren’t sufficient, use the first procedure in this topic to create a new method or new criteria.

Add scoring criteria to an RFQ

Use this procedure if you want to add or change scoring criteria for a specific RFQ. You can only add or change scoring criteria if no scoring has been done for the RFQ.

  1. Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations.

  2. Open the RFQ that you want to work with.

  3. On the Request for quotation details page, on the Action pane, click Scoring criteria.

  4. Click New.

  5. Enter a name, description, and range, and then click outside out of the grid.

    The new scoring criteria record is saved.

Note

You can also add a new scoring method that extends or replaces the existing list of criteria.

For information about how to score bids that you have received, see Compare bids and award a contract.