Copy from all (form)

Artikkeli
03/25/2015

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations. On the Action Pane, on the Quotation tab, click Request for quotation. On the New request for quotation form, complete the header information, and then click OK. In the Request for quotation details form, on the Action Pane, on the Quotation tab, click Copy from.

For more information about request for quotation (RFQ) headers, see New request for quotation (form).

Note

This topic was not updated for eProcurement in Microsoft Dynamics AX 2012 R3.

For more information, see Create a request for quotation from a purchase requisition.

Use this form to copy information from a purchase order, a purchase agreement, a packing slip, an invoice, or another RFQ to a new RFQ.

When you copy from another document, the header and line information is added to the new RFQ in the following manner:

Header information that you entered for the new RFQ is retained. It is not replaced by the header information from the original document.
All line information is copied from the original document to the new RFQ.
Vendors must be assigned manually to the new RFQ.

Tasks that use this form

Create a request for quotation from a purchase requisition

Create a request for quotation

Copy project quotations

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Request for quotation, Purchase agreement, Purchase order, Packing slip, and Invoice	Select the source document from which you want to copy product lines. Note If the RFQ is for a new purchase agreement, you can copy only from an existing purchase agreement.
Show selected transactions	View all the lines that you have selected to copy.

Buttons

Button	Description
Inventory	Open the Dimensions display form, where you can select the dimensions to display on the RFQ.

Fields

Field	Description
Delete request for quotation lines	Select this check box to delete lines in the RFQ before you copy lines to the new RFQ.
Case ID	The identification of the RFQ.
Requester	The person who ordered the items in the RFQ.
Created date and time	The date and time when the record was created.
Currency	The currency code for the accounting currency.
Mark	Select the lines that you want to copy to the new RFQ.
Procurement category	The name of the procurement category to which the product is assigned.
Item number	The identification of the product.
Quantity	The quantity of the product in the source document.
Unit	The unit of measure in which a product is purchased.
Amount	The unit price on a vendor invoice, multiplied by the quantity.
Discount	The line discount per price unit.
Discount percent	The line discount as a percentage of the amount.

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