Define request for quotation replies
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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use these procedures to specify the information that you want to receive from vendors when they reply to (bid on) a request for quotation (RFQ). The fields that you select in the Default request for quotation reply fields form are printed on the RFQ reply sheet that you send to vendors. These fields are also included on the RFQ return document that you can send to vendors if, for example, you want to negotiate prices or delivery times.
You can either define default reply fields that apply to all RFQs, or you can define fields that apply to a specific RFQ.
Define default reply fields
Use this procedure to specify RFQ reply fields that will apply to all RFQs.
Click Procurement and sourcing > Setup > Procurement and sourcing parameters.
Click Request for quotation, and then click Default request for quotation reply fields.
Select or clear the check boxes that correspond to the information that you want to receive from vendors in their bids.
Define reply fields for a specific RFQ
Use this procedure to change a specific RFQ’s reply fields from the default settings.
Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations.
Select the RFQ for which you want to change the configuration of the RFQ reply.
On the Action Pane, on the Quotation tab, click Set RFQ reply defaults.
In the Default request for quotation reply fields form, select or clear the check boxes that correspond to the information that you want to receive. These changes only apply to the selected RFQ.