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D365F&O | RFQ for "prospect" vendors

(This post is to give a solution on this problem)

Hi guys,

Just wanted to share something I found while looking into how to handle the case where we want to record RFQs for vendors that haven’t been finalized yet.
Since D365FO doesn’t let us create RFQs directly for prospect vendors, I explored a workaround (or standard design) using vendor accounts marked as "Bid only" and put on hold. It seems to work well for keeping the process clean while still letting us include those vendors in the sourcing step.

Step-by-Step:

1. Create a new vendor account and input minimum required info:

Vendor account number (can be auto-generated)
Vendor name
Vendor group
Set:
- "Bid only" = Yes
- Vendor hold = All

2. Add Vendors to RFQ

Vendors with hold = All cannot be added manually to RFQ.

However, we can use Vendor search function to add "Hold" vendor. Filter with:
- Vendor hold = All
- Bid only = Yes

Transfer vendor to RFQ:

"Prospect" vendor now is added to the RFQ. User can process RFQ as usual.

3. Process the RFQ (Process RFQ normally)

For PR-based RFQ:
- If a held vendor is selected and quotation is accepted, vendor info is transferred to the PR.
- PR cannot be released to PO unless the vendor hold is removed.
For PO-based RFQ:
- Quote cannot be accepted unless the vendor hold is removed.
For PA-based RFQ:
- If a held vendor is selected and quotation is accepted, new PA is generated.
- PO cannot be unless the vendor hold is removed.