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Use this form to create requests for quotes.

Tasks that use this form

Navigating the form

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

Tabs

Upper pane

Tab

Description

Overview tab

View and change the list of requests for quotes.

General tab

View and edit information for the selected request for quote on the tab.

Select vendors to send the request for quote to.

View and edit vendor address information.

Enter price and discount information for the request for quote.

View and change the dimensions for the selected request for quote on the tab.

Lower pane

Tab

Descriptions

Enter and view information about the lines for the request for quote selected on the tab in the upper pane.

General tab

View information about the selected request for quote line.

View and edit address information for the selected request for quote line.

Enter price and discount information for the selected request for quote line.

View information about requirements from Master planning and specify if the request for quote is for either an existing fixed asset or a new fixed asset.

View project information for the selected request for quote line.

View and change the dimensions of the inventory for the selected request for quote line.

Buttons

Upper pane

Button

Description

  • Send and print the request for quote.

Add or view additional request for quote information.

  • – Specify the default reply fields that you want vendors to fill in when they return request for quote replies.

  • – Specify miscellaneous charges for the request for quote.

  • – Open the to view planned purchase orders related to the request for quote.

  • – Add alternative address information.

  • – Add contact persons.

  • – Control how the selected request for quote is printed.

Open a menu with the following items:

  • – Copy from all existing requests for quotes.

  • – Compare request for quote replies received for the selected request for quote.

  • View the request for quote journal, request for quote replies, and the totals for the selected request for quote.

Lower pane

Button

Description

Add miscellaneous charges or an alternative address to the selected request for quote line.

Open a menu with the following items:

  • – Copy from existing request for quote lines.

  • – Explode a BOM item into its BOM lines.

View item statistics for a selected request for quote line.

Open a menu with the following items:

  • – View inventory transactions for the selected request for quote line.

  • – View inventory available for the item on the selected request for quote line.

  • – View lot transactions for the selected request for quote line.

  • – Trace inventory dimensions.

  • – Select which dimensions to display for the selected request for quote line.

Fields

Field

Description

Select how to filter requests for quotes:

  • – Employee who created the requests for quotes.

  • – Buyer group assigned to the vendors.

  • – Specific vendor account.

  • – Request for quote vendor numbers.

    • – Requests for quotes with vendors added.

    • – Requests for quotes without vendors added.

    • – Requests for quotes with one vendor added.

    • – Requests for quotes with multiple vendors added.

  • – Requests for quotes with the expiry dates before the specific date.

  • – Requests for quotes with a specific status.

The identification of the request for quote.

The user who ordered the items in the request for quote.

The lowest/highest statuses of the request for quote header reflect the statuses of request for quote lines.

For more information about statuses, see About request for quote statuses.

The date by which you want to receive vendor replies to the request for quote.

The company currency code is copied automatically when the request for quote is created.

The purchase order type that you create the request for quote for: or .

NoteYou cannot select the . This type is selected automatically if the request for quote is created from a purchase requisition.

Specifies if one or more vendors have been added to the request for quote.

The identification of the project related to the request for quote.

The buyer group attached to the user. You can change the buyer group.

The user who ordered the items in the request for quote.

The company language. You can change the language.

The date by which you want to receive vendor replies to the request for quote. When you create request for quote lines, the expiry date is copied from the request for quote header to the lines.

Select this check box to include sales tax in prices.

The date by which you want vendors to deliver the items in the request for quote. The delivery date applies to the request for quote as a whole. When you create request for quote lines, the delivery date is copied from the request for quote header to the lines.

Select a mode of delivery for the request for quote.

If you leave the field blank, the information will be populated from the vendor to the request for quote reply header when the request for quote is sent. If you select a mode of delivery here, the information will be copied to the request for quote reply and not retrieved from each vendor.

Select the delivery terms. If you leave the field blank, the information will be populated from the vendor to the request for quote reply header when the request for quote is sent. If you select delivery terms here, the information will be copied to the request for quote reply and not retrieved from each vendor.

Select a vendor account from a list of all vendors.

The lowest/highest statuses on the tab indicate if a request for quote has been sent to vendor and at what stage in the process it is.

For more information about statuses, see About request for quote statuses.

The vendor's contact person.

The telephone number of the vendor's contact person.

The e-mail address of the vendor's contact person.

The identification of the request for quote.

The name or company name on the delivery address.

The street name of the delivery address.

The ZIP/postal code for the delivery address.

The city for the ZIP/postal code.

The region for the delivery address. In the United States, this is the county.

The state for the delivery address.

The ID of the country for the delivery address.

The site where you will receive the items.

The warehouse in which you will store the items.

The address where the items are to be delivered.

The currency code for company currency.

To select a currency code for the current request for quote, click the list.

The terms of payment are automatically copied from the request for quote setup in the form.

To change the payment terms for the current request for quote, select payment terms from the list.

Select the method of payment for the current request for quote.

Select line type.

  • - An item that is registered in Microsoft Dynamics AX and has an item number.

  • - A new item that is not registered in Microsoft Dynamics AX.

Enter an item number if the line type is .

The item description if the line type is . If the line type is , enter a description of the item.

Select an item configuration to specify an item with specific attributes.

Specify the size of the item.

Specify the color of the item.

If a request for quote is accepted and a purchase order is created, the site where the item will be received.

The warehouse where the item will be stored if purchased.

The item batch number.

The location in the warehouse.

The unique identification for the pallet.

The item serial number.

The date by which you want vendors to deliver the item in the request for quote line. The delivery date is copied from the request for quote header to the lines.

The date by which you want to receive vendor replies to the request for quote line. Expiry date is copied from the request for quote header to the lines.

The lowest/highest status of the request for quote lines reflects statuses of the request for quote reply lines.

For more information about statuses, see About request for quote statuses.

The quantity of the item.

The unit in which an item is purchased. Leave the field blank if you want the vendor to provide this information.

The line discount per price unit.

The line discount as a percentage of the net amount.

The total line amount, including discounts.

Additional description of the item.

The vendor's item number for the item.

The requested delivery date of the line.

The name or company name on the delivery address.

The street name of the delivery address.

The ZIP/postal code for the delivery address.

The city for the ZIP/postal code.

The region for the delivery address.

The state for the delivery address.

The unique ID of the country/region.

The address where the items are to be delivered.

The line discount per price unit.

The line discount as a percentage of the net amount.

The calculated multiline discount as an amount per price unit. The multiline discount can be granted when one or more lines added together meet a discount requirement.

The calculated multiline discount as a percentage per price unit. The multiline discount can be granted when one or more lines added together meet a discount requirement.

The purchase price per unit.

The miscellaneous charge, which is a charge that is independent of the quantity on the line.

The price unit, which specifies the quantity of the item that the purchase price covers.

The identification of the planned order that generated the request for quote line.

The identification of the master plan that generated the request for quote line.

The identification of the fixed asset.

When you enter a fixed asset number of an existing asset, you create an association between the request for quote and the fixed asset.

The value model that is related to the transaction.

The type of fixed asset transaction that will be created if the request for quote results in a purchase.

The identification of the project that is related to the line.

The category that the transaction is attached to.

The identification of the item.

The line property for the transaction.

The identification of the transaction.

The quantity of the item.

The cost price per unit.

The total line amount.

The currency in which the project is invoiced.

The project unit.

The sales price per unit, calculated in the current sales currency.

The sales tax group code from the form.

The item sales tax group code from the form.

The item configuration that specifies if an item has specific attributes.

The size of the item.

The color of the item.

The site where you will receive the items.

The warehouse in which you will store the items.

The item batch number.

The location in the warehouse.

The unique identification for the pallet.

The item serial number.