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RFQ for opportunity or Sales quotation

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Posted on by imran ul haq 3,937
Hi Friends,
 
I have a scenario where I need to raise the request informing the procurement department to collect the quotes from different vendors for item(s) or services, so that I can raise the Sales or Project quotation based on the RFQ collected by the procurement department.
 
Please suggest to me how I can run the process in D365 F&O.
 
Thanks in advance.
 
 
Regards,
Imran Ul Haq
Categories:
Financial Management
  • Verified answer
    imran ul haq Profile Picture
    imran ul haq 3,937 on at
    RFQ for opportunity or Sales quotation
    Hi Kevin/Andre,
     
    Thanks for your replies.
     
    Actually, the requirement is, I have a Project quotation for services and items for that I need to ask my Procurement department to collect the Quotes from the market for those services and Items, so that based on the market prices I will be able to Quote my customer with the best prices by putting my margin to the Cost.
    I did my R&D but no luck, now as Kevin suggested I need to look for the customization to build up this requirement.
     
    Regards,
    Imran Ul Haq
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    RFQ for opportunity or Sales quotation
    Hi,
    As Andre said, there is no such out-of-the-box functionality, so if you need to meet your needs, please do a custom development.

    If you want to customize the RFQ process in Dynamics 365 Finance and Operations, you can follow the steps below:

    1. Define the data model:
      Define the data model for your custom RFQ based on your business requirements. This includes the fields and relationships for entities such as RFQ requests, suppliers, quotes, and more.

    2. Create custom forms and views:
      Use the development tools of Dynamics 365 F&O, such as Visual Studio and the X++ programming language, to create custom forms and views to display your custom RFQ data model. You can add the necessary fields, buttons, and interactive elements.

    3. Implement RFQ creation process:
      Develop custom logic to handle the RFQ creation process. This involves creating new RFQ records, selecting appropriate suppliers, setting deadlines, and capturing other RFQ details.

    4. Implement RFQ response and evaluation process:
      Create logic to handle supplier responses to RFQs. This may involve recording supplier quotes, comparing responses, calculating evaluation metrics (such as price, delivery time, etc.) to select the best quote.

    5. Create Sales or Project quotation process:
      Based on the RFQ response and evaluation results, develop logic to create Sales or Project quotations. This may involve populating the quote with project and pricing information.

    Best regards,

    Kevin

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,326 Super User 2024 Season 2 on at
    RFQ for opportunity or Sales quotation
    Hi Imran,
     
    Can you explain more about your required process? There is not integration in the standard application between purchase RFQs and Sales or Project quotations.

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