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Create and use a solicitation type

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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

As a purchasing manager or agent, you can create and maintain solicitation types to match the procurement requirements for your organization.

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

This topic includes information about features that were added or changed for Microsoft Dynamics AX 2012 R3 Cumulative Update 8.

Create a solicitation type

Use this procedure to create one or more new solicitation types that you can use when you are creating RFQs. For example, common types are request for quotation (RFQ), request for proposal (RFP), and invitation to bid (ITB).

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

  2. In the Solicitation type form, click New.

  3. Enter a Document title and Description for the solicitation type.

  4. (Optional) In the Scoring method list, select a method. Now whenever you create an RFQ of this type, this scoring method will be associated with it.

    Note

    If there are no scoring methods, you can create one. For more information, see Create and use scoring criteria and methods.

  5. (Optional) If you want to use a sealed bid process, in the Bid type list, select Sealed. For more information, see About sealed bids.

  6. (Optional) For public sector users, if you want only invited vendors to bid on this type of RFQ, select the Bidding by invitation only check box. This becomes the default setting for this solicitation type. If the check box is not selected, all Vendor portal users can bid on the RFQ. You can override this setting on a case-by-case basis.

    Note

    This control is available only if AX 2012 R3 CU8 is installed, and if the Public Sector configuration key is selected.

  7. Click Close.

Assign a solicitation type to a new RFQ

Use this procedure to specify the type of solicitation you are currently creating.

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

  2. On the Action Pane, on the Quotation tab, click New.

  3. In the New request for quotation form, in the Solicitation type list, select the type you want.

    Note

    There might already be a type assigned by default.

  4. Continue creating the RFQ. For more information, see Create a request for quotation.

Assign a new type to an existing RFQ

Use this procedure if you want to change the solicitation type of an existing RFQ.

Note

The RFQ cannot have already been sent to vendors.

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

  2. Select the RFQ whose solicitation type you want to change.

  3. On the Action Pane, in the Maintain group, click Edit

  4. In the Request for quotation details form, in the Solicitation type list, click the type you want.

    Important

    This changes the scoring method for the RFQ to the method that is assigned to the new solicitation type.

See also

Set up requests for quotation

Create a request for quotation