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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Manage charges in requ...
Supply chain | Supply Chain Management, Commerce
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Manage charges in request for quotation

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Posted on by marypeace 524

Hi,

I created a purchase requisition under Procurement and sourcing>>Purchase requisitions>>All purchase requisitions.

When it is in review status, I click request for quotation and enter vendors who will participate in the bidding process.

When I enter replies of vendors, I enter misc charges by clicking Financials tab in the action pane and click Manage charges.

After accepting the winning vendor and transfer it to a Purchase order, the maintain charges that I entered in request for quotation was not considered in the PO.

I'm using D365 finance and supply chain.

Appreciate your inputs.

thank you very much.

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  • Suggested answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,918 Super User 2025 Season 2 on at

    Hello marypeace,

    I do not know if the RFQ Maintain Charges can work in this manner.  On the PO, you can enter charges at the header level but you cant confirm the PO without distributiing those charges to the line.  I found that with the RFQ it is teh same, the header charges disappear for some reason, and there is no method (that I know) where these charges can be distributed to the RFQ lines (which I think makes sense).

    What I found works, is to enter the charges on the line. In teh RFQ Reply, teh vendor can include a purchase charge for the line, but in the end this gets rolled into the puchase price (but you do see it as separate value on the Purchase Requisition line later after acceptance).

    The other way for the RFQ line to capture charges, is to click Setup>Maintain charges directly on the line. There you can add charges and spcify the charge code and fee.  This value is maintained when the RFQ is accepted and is passed to the Purchase Requisition and eventually to the PO line.  Which makes perfect sense, because it is the Purchase Requisition Lines that are converted into POs.  

    Hope that helps!

    Danny

  • marypeace Profile Picture
    marypeace 524 on at

    Thanks Danny,

    I will try what you have mentioned which is to enter charges in RFQ line and see if this will be carried forward in the PO.

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