Episode 46 | Request for quotation process in D365 (Step by step)
13,288
2021-11-23に共有
In this episode, I show you how to create a request for a quote from a purchase requisition.
A request for quotation (RFQ) is an external document that asks vendors to submit a quotation. One request for quotation can include multiple vendors. Once you receive a quotation from a vendor, register it in a “Request for quotation reply” as a preparation for a comparison of quotations. If you accept a quotation, you can transfer it to a purchase order. The above process will be demonstrated step by step in this video
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コメント (14)
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Great video
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Excelenteeee!
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Nice explanation about business processes and navigation path
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Good Video.. Do u have video showing scoring method also.
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Good explaination dear sir
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Thanks for the detailed presentation. Could you pls advise how we can cancel or delete RFQ in accepted status in D365 SCM on azure
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👍
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Thanks
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This a great explanation by your side however, I have some doubt concerning how the windows dynamics handle the route from the PR to RFQ. PR must be approved first from the respective manager then the procurement department start the RFQ process however, we have start the RFQ process without getting the approval on the PR. Then the PR approved after the RFQ fulfilled!!! could you please give some justifications? thank you in advance
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Hello Sire, Nice explanation!! But I have a doubt. If I want to see the history of rejected vendors, Can we see it anywhere in the system? Just for reference
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I'm confused on this one a bit, maybe you can help? You send the Purchase Requisition to the Manager for approval and then do the RFQ? Wouldn't the manager get the notification that a purchase req is waiting to be approved, click into it and see it's not done? What do you do after the RFQ is done? Submit it again? Thanks in advance. :)
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The PR request was sent to manager and we continued with RFQ. What happens to the request, when does the manager approved. we have proceeded with RFQ before the manager approves the PR and have not replied to the PR request. When does the manager approve the PR request?
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Hi sir. Very useful this video. I have a doubt about RFQ, after accepting one vendor, we rejected all rest of the vendors. But we realise, we want to accept the vendor from those rejecting vendors. How can we pick that vendor sir?
