Create a purchase inquiry
Important
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Applies To: Microsoft Dynamics AX 2012 R3
Use this procedure to validate a purchase with the vendor and generate a purchase inquiry before the purchase order is confirmed. For example, you can validate a vendor purchase with regard to product quality or delivery dates.
Create and print a purchase inquiry
A purchase inquiry lets you print the contents of a purchase order before the purchase order is confirmed.
To create and print a purchase inquiry, follow these steps:
Click Procurement and sourcing > Common > Purchase orders > All purchase orders.
Select a purchase order.
On the Navigation Pane, under Purchase, in the Generate group, select Purchase inquiry.
Select Print purchase inquiry, click Printer setup, and then click Purchase inquiry.
In the Print destination settings form, select a print destination, and then click OK.
Define printing options for purchase inquiries
You can print purchase in a report format, so you must define the printing options for the purchase inquiry reports.
To define printing options for purchase inquiries, follow these steps:
Click Procurement and sourcing > Setup > Forms > Form setup.
Click the Purchase inquiry link.
Select the format for the report.
Click the General link, and then click Print management.
Click the Purchase order purchase inquiry folder, and then select Original or Copy. If this is the first time that you print a purchase inquiry, right-click Purchase order purchase inquiry, and then select New. In the Original / copy field, select Original or Copy.
In the Report format field, select PurchPurchaseOrder.Report.
View the approval status of purchase orders and identify orders with a purchase inquiry
When you create a purchase inquiry for a purchase order, the purchase order shows the In external review approval status. You can either view the approval status of a single purchase order, or you can use a filter to view a list of purchase orders with a particular status.
To view the approval status of a single purchase order, follow these steps:
Click Procurement and sourcing > Common > Purchase orders > All purchase orders.
Select a purchase order, and on the Action Pane, under Purchase order, in the Maintain group, click Edit.
On the Action Pane, in the Show group, click the button to open the header view.
On the General tab, view the approval status in the Approval status field. Purchase orders with a purchase inquiry have the In external review approval status.
To view a list of orders with a particular approval status, follow these steps:
Click Procurement and sourcing > Common > Purchase orders > All purchase orders.
Click Ctrl+G, or click the Filter By Grid button.
In the Approval status field, type the approval status that you want to filter by. To filter by the In external review approval status, type In external review.
Track version history or compare versions of the purchase inquiry
You can track changes that have been recorded on the purchase order or compare different versions of the purchase inquiry.
To track version history or compare versions of the purchase inquiry, follow these steps:
Click Procurement and sourcing > Common > Purchase orders > All purchase orders.
On the Action Pane, under Manage, in the History group, select View purchase order versions.
Select the two purchase order versions that you want to compare, and then click Compare purchase order versions.
View or reprint purchase inquiries
To get an overview of existing purchase inquiries or reprint a purchase inquiry, you can use the purchase inquiry journal.
To view or reprint purchase inquiries, follow these steps:
Click Procurement and sourcing > Common > Purchase orders > All purchase orders.
Select a purchase order.
On the Navigation Pane, under Purchase, in the Journals group, select Purchase inquiry.
Select Preview/Print, and then click Use print management to print the journal.