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Ali Raza Zaidi

A practitioner’s musings on Dynamics 365 Finance and Operations

procurement in dynamics ax 2012

How to register Request for Quotation response in Dynamics Ax 2012 and its convert Purchase order

January 10, 2015 by alirazazaidi

 

In my previous post, we create and post a request for Quotation for two different vendors,

http://tech.alirazazaidi.com/how-to-create-request-for-quotations-in-dynamics-ax-2012/

 

In this post I am going to register the response sent by vendors against request for Quotation.

1-10-2015 2-04-58 PM

 

 

By clicking on Request for quotation replies. A list page open, if you saw last two lines are against our required RFQ. because we send it to two different vendors.

1-10-2015 2-07-15 PM

 

We are going to register the response from the “Lande Packaging Supplies”.


From top menu select copy Data to reply and click on Edit.

replay

 

On click on edit detail page opens you can update the information according to replies.

Repliy detail

For first Item, I have to update price from 50 to 40 , We assume that Vendor offer us with less price.

PriceUpdate

Save it and similarly register response for other vendor.

 


 

 

 

 

 

Now go to back to all request Quotation form. Select the Request for Quotation and found request of Quotation as follow

Status is received

From top menu strip click on compare replies

Compare replices

 

Following form will open which shows the line header with amount.

legal

If you saw Vendor account 1001 offers less prices then vendor 1002. I am going to accept that response and that will result in Purchase Order convert from Request for Quotation.

 

Select the line and click on accept button.

Similar form opens

 

Purchase order successfully created against accepted response.

 

Purchase Order created

 

 

How to create request for quotations in Dynamics AX 2012

January 8, 2015 by alirazazaidi

 

Consider a scenario, where your organization “USMF” (demo data legal entity), what to purchase items from Vendors. They have different vendors who can provide these items / services on different discounted rate. So USMF create a request Items with specific quantity and send these request to different vendors. When vendors receives these request they evaluate different points and return the bids against them, We can register these responses in Ax against Request for which quotations they offered.  After finalizing selected Quotes converted into Purchased order.

In this post we are going to request for quote and post this quote to different Vendors.

 

For creating request for Quotations you have to go Procurement and sourcing module.

 

The menu path will be Procurement and sourcing=> Request of Quotation=> All request for quotation

request for Quotation

 

 

 

When you click on “All requests for quotations” link a list page will open

All Request for Quotetion list page

 

 

 

 

Click on Request for Quotation new button from top Quotation tab.

 

Create New Quotation

 

Select solicitation type and select RFQ-for Goods.

1-8-2015 3-31-19 PM

 

Update the delivery date to 2/28/2015 and also set expiration date and time to 1/21/2015.

Request for Delivery Date

Expiration date and time is means that vendor has to send response before the expiry date.

Click on Ok button and Request for Quotes detail page opens.

line Item

 

 

 

Here you can select item, its quantity and site id.

sss

Quantatity

 

 

 

 

 

Now you can select the vendors for list against you send request for quotes by expending vendor fast tab below the

Vendor

Select vendor account and click on add button.

For example I want to send this request for quotes to two vendors Acme Office Supplies and Lande Packaging Supplies.

selected vendor

Now vendors are selected we have to send these quotes to vendors, If your organization use the Enterprise portal then you can post this request for quote to vendor portal. But here I am just Request of quotes to posted

dd

 

By Clicking on Send button following window will be open, If you are interested in printing you can click on print button.

1-8-2015 4-49-52 PM

 

After clicking on ok button you can check that in Request for quote detail page, that vendor highest status  become sent.

Vendor status

If we saw the list page then find the status of request for quotes is also send

1-8-2015 5-03-15 PM

Product Management in Dynamics Ax 2012 R3 Part 2

December 10, 2014 by alirazazaidi

In previous post I just create an Item product without its variant and released it to required legal entity.

http://tech.alirazazaidi.com/product-management-in-dynamics-ax-2012-r3-part-1/

But product required one more step to finalize it before used in sales or purchase.

 

  • Item group
  • Item module group.
  • Storage dimension.
  • Tracking dimension.

 

 

 

For this purpose you have to go in Specific Legal entity and open the release product page.

12-10-2014 10-08-45 AM

 

When Release product form opens, select or highlight you required release product and click on Edit button.

select

 

You can find similar form.

Edit form

You find that there is validate button on Product tab, this button helps you to identify what is missing in finalizing the release product.

 

12-10-2014 10-15-11 AM

I clicked it for my newly released product.

12-9-2014 5-11-07 PM

It gives me warning that values for Item model group, Item group, storage Dimension groups and tracking dimension group values are missing.

 

Let’s first set the values for Storage and tracking dimension group.

For this purpose you have to click on top menu tab menu and click on Dimension groups

ddd

 

 

You can set values here for Storage Dimension group and Tracking Dimension group.

12-9-2014 5-16-14 PM

After setting dimensions go  to General fast tab you find the Item model group drop down, you have to set its value from there

12-9-2014 5-11-47 PM

 

For Item group please expend the Manage Costs fast tab and set its value from there.

12-9-2014 5-14-24 PM

After setting all these values click on Validate button to check that Release product is properly configured.

 

12-9-2014 5-18-03 PM

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I am Dynamics AX/365 Finance and Operations consultant with years of implementation experience. I has helped several businesses implement and succeed with Dynamics AX/365 Finance and Operations. The goal of this website is to share insights, tips, and tricks to help end users and IT professionals.

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Content published on this website are opinions, insights, tips, and tricks we have gained from years of Dynamics consulting and may not represent the opinions or views of any current or past employer. Any changes to an ERP system should be thoroughly tested before implementation.

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