Request for quotation reply (form)

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 > Request for quotation replies. Open a request for quotation reply (RFQ) from the Request for quotation replies list page to view a specific reply.

–or–

Click Procurement and sourcing > Common > Requests for quotations > All requests for quotations. Open an RFQ that has a status of Sent, Received, or Rejected. On the Action Pane of the Request for quotation details form, click Enter reply to create a new RFQ reply.

Use this form to register replies from vendors to an RFQ, and to accept, reject, or return the replies.

Enter information from the vendor replies into the fields in the RFQ reply form. If you open the form from an RFQ, information from the RFQ is automatically copied to the RFQ reply. You can use this information as a starting point for entering vendor-specific information.

Note

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

For more information, see Compare bids and award a contract.

Tasks that use this form

Create a reply to a request for quotation

Compare bids and award a contract

Navigating the form

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

Tabs

Tab	Description
Purchase quotation header	Enter information about the requester, a reason code, sales tax, and contact information from the RFQ reply.
Purchase quotation lines	Enter information about the products in the RFQ lines.
Quotation	Enter currency and delivery terms and dates that you received from the vendor.
Address	Select the address for delivery of the products.
Price/discount	Enter price and discount information.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Buttons

Button	Description
Copy data to reply	Copy data from the RFQ to the RFQ reply. This button is only enabled if you create an RFQ reply directly from an RFQ.
Totals	Open the Request for quotation totals (form), where you can view the total for a selected field in the lines of an RFQ, such as the total quantity of products.
Manage charges	Open the Charges transactions (form), where you can manage charges, such as freight.
Request for quotation journals	Open the Request for quotation journal (form), where you can view the postings for the RFQ associated with the selected reply.
Compare replies	Open the Compare request for quotation replies (form), where you can select replies from vendors to compare.
Request for quotation	Open the Request for quotation details (form), where you can view the RFQ that is related to the selected reply.
Purchase agreement	Open the Purchase agreements (form), where you can view the purchase agreement, if applicable, that is associated with the selected reply.
Purchase order	Open the Purchase order (form), where you can view the purchase order that was created from the accepted RFQ reply line.
Create price agreement journal	Open the Price/discount agreement journals (form), where you can create a price agreement journal.
Purchase price	Open the Price (purch.) form, where you can view product prices.
Line discount	Open the Line disc. (purch.) form, where you can view the discounts, if any, for a line.
Multiline discount	Open the Multiline disc. (purch.) form, where you can view multiline discounts.
Total discount	Open the Total disc. (purch.) form, where you can view the discounts, if any, for the selected RFQ reply line.
Details, on the Purchase quotation lines FastTab	Open the Line details view for the line, where you can manage information for the selected line. See the descriptions for the tabs and fields that are specific to the Line details view, in the Line details section later in this topic.
Set up	Open the Charges transactions (form), where you can add charges to the RFQ line.
Inquiries	Open a menu with the following items: Request for quotation details – Open the RFQ that the selected RFQ reply line is attached to. Purchase order – Open the purchase order that was created from the accepted RFQ reply line. Purchase agreement – Open the purchase agreement, if applicable, that was created from the accepted RFQ reply line.
Inventory	Open a menu with the following items: Transactions – Open the Inventory transactions (form), where you can view transaction details for an inventory item line. On-hand – Open the On-hand inventory (form), where you can view the current on-hand quantity of an inventory item line. Lot – Open the Lot (form), where you can view transactions for the lot that contains the selected inventory item. Trace – Open the Trace inventory dimensions (form), where you can select the inventory dimensions to display for an inventory item. Dimensions display – Open the Dimensions display (form), where you can select dimensions to display on the RFQ line.
Add address	Open the New address form to create a new delivery address for the selected RFQ reply.
Other address	Open the Address selection form to select a different delivery address for the selected RFQ reply.

Fields

Field	Description
Request for quotation	The identification number of the RFQ.
Case ID	The identification number of the RFQ reply.
Buyer group	The buyer group assigned to the requester.
Requester	The person who requested the items in the RFQ.
Language	The language that is used in the RFQ reply.
Sales tax group	The sales tax group code assigned to the line. For more information, see Sales tax groups (form).
Tax exempt number	The tax exempt number assigned to the vendor.
Prices include sales tax	If selected, this check box indicates that prices include sales taxes.
Contact	The name of the contact person for the vendor.
Sites service page	The name of the website where the RFQ was displayed, if applicable. Vendors who have access can reply to the RFQ in the website.
Link to RFQ reply page	The URL of the website where vendors with access to the site can respond to the RFQ.
E-mail template	The name of the e-mail notification template that was used to send the RFQ to vendors.
Line type	Indicates whether the product was requested from a category or is an inventory item: Item – An item that is registered in Microsoft Dynamics AX and has an item number. Category – An item that was selected from a procurement category.
Procurement category	The procurement category for a category line.
Configuration	The physical characteristics of the item.
Batch number	The item batch number. The batch number is automatically assigned.
Delivery date	The date by which the vendor can deliver the product.
Expiration date	The date by which vendors must reply to the RFQ.
Status	The status of the RFQ reply header reflects the statuses of RFQ reply lines. For example, you receive an RFQ reply from a vendor for an RFQ that has two lines. You reject the reply for the first line and accept the reply for the second line. The lowest status on the RFQ and RFQ reply header is Rejected and the highest is Accepted. For more information about statuses, see About request for quotation statuses.
Unit	The unit of measure for the product.
Unit price	The price per unit.
Discount	The line discount per unit.
Discount percent	The line discount amount as a percentage of the price amount.
Net amount	The total amount for the line, after subtracting any discounts.
Currency, on the Quotation FastTab	The currency selected by the vendor in the RFQ reply. This is the currency that appears in the vendor invoice if you purchase any products in the RFQ reply from this vendor.
Terms of payment	The terms of payment that apply, if the RFQ leads to a purchase from the selected vendor.
Vendor reference	The product reference assigned by the vendor.
Requested delivery date	The date by which you want vendors to deliver the products in the RFQ.
Effective date	The date that the RFQ reply or reply line is valid from.
Expiration date	The date that the RFQ reply or reply line is valid to.
Address	View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.
Price group	The price group, if any, from a trade agreement with the vendor. For more information, see About creating and using price groups.
Line discount group	The line discount group, if any, from a trade agreement with the vendor. For more information, see Line discount group field.
Multiline disc. group	The multiline discount group, if any, from a trade agreement with the vendor.
Total discount group	The total discount for a purchase from a vendor.
Charges group	The charges, such as freight, applicable to purchases from a vendor. For more information, see Charges groups (form).
Payment specification	The payment method preferred by a vendor.
Payment schedule	The payment plan if you make multiple payments to the vendor for a purchase. For more information, see Payment schedules (form).
Cash discount	The terms under which a cash discount applies. For more information, see Cash discounts (form).
Method of payment	The form of payment. For more information, see Methods of payment - vendors (form).
Template ID	Select the default template that specifies the financial dimensions to use for distributing transaction amounts. The information in the template will be used to display default dimension values. You can set up a template in the Financial dimension default templates form.
Cost center-System	The cost center for the employee who is requesting the item. For more information, see Financial dimensions (form).
Department-System	The department dimension for recording the cost of the product, if purchased. For more information, see Financial dimensions (form).
Expense purpose-System	The financial accounts for recording the cost of the product, if purchased. For more information, see Financial dimensions (form).

Line details

The following tables provide descriptions for the controls in the Line details view. To close the view and return to the RFQ reply, on the Action Pane, click Line details.

Tabs

Tab	Description
Item	View a description and other product information about the item in the selected RFQ reply line.
General	View the status of a line, and the reason for the status.
Quotation	View a comparison of the price, quantity, discounts, and lead time in the RFQ reply to the RFQ.
Address	View the address for delivery of the product on the selected line.
Other	View the sales tax and fixed asset details, if applicable, for the line.
Project	View the project details associated with the line, if applicable.
Product dimensions	View the dimensions for an inventory item line, and the location where the product, if purchased, will be stored.

Fields

Field	Description
External	The item number assigned by the vendor for the product, if applicable.
Text	The description of the product.
Charges on purchases	The charges, such as freight, on the RFQ line.
Multiline discount	The multiline discount is granted when one or more lines added together meet a discount requirement set by the vendor.
Multiline discount percentage	The multiline discount percentage, calculated as a percentage per price unit.
Lead time	Enter the number of days in the period from placing a purchase order with the vendor until receiving the products.
Working days	If this check box is selected, use working days from the company calendar instead of all calendar days when calculating the lead time.
Item sales tax group, on the Other FastTab	The item sales tax group code assigned to the line. For more information, see Item sales tax groups (form).
Number	The identification number of the planned purchase order that generated the RFQ line.
Master plan	The identification number of the master plan that generated the RFQ line.
Fixed asset number	The identification of the fixed asset, if applicable.
Value model	The value model that is related to the fixed asset. For more information about value models, see About derived value models.
Transaction type	The type of fixed asset transaction that will be created, if the RFQ leads to a purchase of a fixed asset.
Project ID, on the Project FastTab	The identification number of the project that is related to the line.
Activity number	The identification number of the project activity that is related to the line.
Project category	The project category that the product is attached to.
Line property	The project line property for the transaction.
Transaction ID	The identification number of the transaction in the project. The transaction number is automatically assigned.
Sales currency	The currency in which the project is invoiced.
Sales price	The sales price per unit, calculated in the sales currency for the project.

See also

Default request for quotation reply fields (form)

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