Add an alternate line to a request for quotation
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
This feature is available only if eProcurement in Microsoft Dynamics AX 2012 R3 is installed.
Microsoft Dynamics AX 2012 R3 enables vendors to add alternates to their bids. As a purchasing agent, you might want to know about alternate items or services, in case there are better alternatives to your original request, or if the item or service has changed. A vendor might want to offer additional variety or new models. You must enable this functionality in the settings for the request for quotation (RFQ).
Note
If the purchase type is Purchase requisition and alternate lines are present, you can accept either the original bid line or its alternate, but not both. Alternates that are approved are reflected in the purchase requisition.
Additionally, when you review total costs in the bid, be aware that the alternate lines are not included in the total.
Allow alternate lines in an RFQ
Use this procedure if you want vendors to be able to include substitutes or alternates in their bids.
Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations.
Open the RFQ that you want to work with.
In the Request for quotation header, under Request for quotation information, select the Allow alternates on response lines check box.
Create alternate lines in an RFQ reply
If the functionality for adding alternates has been enabled, use this procedure if you are a purchasing agent and want to add alternate lines when you define an RFQ reply form in advance. The status of the RFQ must be Sent. Only non-catalog items (category items) can have alternates. For more information, see Create a reply to a request for quotation.
Note
If you are a vendor and want to add alternate lines when you reply to an RFQ in the Vendor portal on Enterprise Portal for Microsoft Dynamics AX, see View and reply to a request for quotation. If you are a Public sector vendor, see Bid on a request for quotation.
Click Procurement and sourcing > Common > Requests for quotations > Request for quotation replies.
On the Request for quotation replies list page, open the RFQ reply that you want to work with. On the Action Pane, on the Reply tab, click Edit.
On the Purchase quotation lines FastTab, select the category line under which the alternate should appear.
Click Add alternate.
Enter information about the product, such as the item number or procurement category, quantity, price, and discount.
See also
Create a request for quotation