1. Click Accounts payable> Common Forms> Request for Quote Details.

2. In the upper pane, press CTRL+N to create a request for quote.

3. Select a purchase order type in the Purchase typefield; Purchase orderor Blanket order.

   Note
   You cannot select the Purchase Requisitionpurchase type. This type is selected automatically if the request for quote is created from a purchase requisition.

4. In the Currency, specify the currency. The default is the company currency.

5. In the Delivery date, specify the date when you want to receive the items.

6. In the Expiry datefield, specify the expiry date for the request for quote.

7. Specify a delivery address if different from the company address.

8. Click OKto create the request for quote. The information is transferred to the request for quote header. The status of the request for quote is Created.

9. In the lower pane of the Request for quoteform, press CTRL+N to add items to the request for quote.

10. Select a line type in the Typefield.

    1. Item- Enter an item number in the Item numberfield. This is the default item type.

    2. None- Enter a name for the item. Use this type if the item number does not exist in Microsoft Dynamics AX. You can change the item type to Itemwhen the item number is created in Microsoft Dynamics AX.

11. Enter information such as inventory dimensions, quantity, unit, price, and discount information. Leave the fields blank if you want the vendor to provide the information.

    Note
    The request for quote expiry date and requested delivery date are copied from the request for quote header. You can change the dates for each line.

12. Repeat steps 9 and 11 to add more items.

13. Click the Vendortab on the header to add vendors to the request for quote.

14. Enter a vendor in the Vendor accountfield. Contact information is added to the request for quote. The status is Created. This means that the vendor information has been saved on the request for quote but you have not sent the request for quote to the vendor. You can always add vendors to requests for quotes regardless of their status.

    Note
    Vendor specific information such as miscellaneous charges and currency is not included in the request for quote.

15. Repeat step 14 to add more vendors.

16. Click Update> Sendto send the request for quote to the vendors.

Note
You can attach documents to request for quote header and lines. Click the Document handlingicon button on the toolbar to attach documents. For more information, see Document handling (form).

Use this procedure to send and print requests for quotes and request for quote reply sheets. The request for quote reply sheet contains fields to be filled in by the vendors that you send the request for quote to. One request for quote and request for quote reply sheet is printed per vendor and a request for quote journal is created. The request for quote journal contains both the request for quote and the reply sheet.

1. Click Accounts payable> Common Forms> Request for Quote Details.

2. Select the request for quote that to send.

3. Click Update> Sendand the Sending request for quoteform opens.

4. In the lower pane, click the Overviewtab to verify that the vendors on the list are the ones that you want to send the request for quote to. You can remove the vendors that you do not want to send the request for quote to by selecting the vendor and clicking the Deletebutton in the toolbar.

   Note
   The vendors that you remove using the Sending request for quoteform are not removed from the request for quote.

5. Click the Linestab to verify the lines in the request for quote to send to a specific vendor.

6. Select the Print request for quotecheck box to print the selected request for quote.

7. Select the Print request for quote reply sheetcheck box to print a request for quote reply sheet. For more information about how to define fields in the request for quote reply sheet, see Define a request for quote reply.

8. Select the Print request for quote prices/amountscheck box to print prices and amounts on the request for quote.

9. Click OKto print the request for quote and the request for quote reply sheet.

   One request for quote per vendor will be printed where the lines have the highest/lowest status Created/ Sent, Created/ Created, and Sent/ Sent. Canceled lines and lines with registered replies will not be printed. Request for quote journals are created every time that a request for quote is updated by using the Sending request for quoteform.