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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Any idea about purchas...
Microsoft Dynamics AX (Archived)

Any idea about purchase requisition quotation workflow?

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Posted on by Hariharans87 36

I have enabled the purchase requisition workflow, it is working fine. But, i need to develop workflow for PRQ process.

Procurement team user will create the quotation against the purchase requisition and update the vendor replies. The management users will accept one vendor reply.  Again procurement team finalize the purchase requisition and convert the requisition into purchase order.

Could you please guide me how to achieve this functionality?

Thanks,

Hari

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  • Suggested answer
    Raheel-Khan Profile Picture
    Raheel-Khan 1,371 on at

    You can create review item in WF to process RFQ function, after completion of WF new PO will be created.

  • Hariharans87 Profile Picture
    Hariharans87 36 on at

    Thanks for your reply.

    The problem is that accepted reply will be approved by multiple user. First user accept the vendor reply and second and third users will approve the selected reply.

  • Verified answer
    Raheel-Khan Profile Picture
    Raheel-Khan 1,371 on at

    I think you can achieve it with  review item at every stage, there is not separate WF for RFQ stages but you can do it with review and approval items of workflow

  • Verified answer
    Prashant Singh Profile Picture
    Prashant Singh 8,802 on at

    Dear Hariharan S,

    I have been in situation before where customer requested such requirement that is not available out of the box. In my recommendation/suggestion you shouldn't go with any customization for RFQ workflow. Because RFQ reply will effect PR lines. And to manage those changes will be a new challenge for you. Because in AX PR and RFQ are integrated process.

    I have suggestion why don't you add those workflow approval in PR workflow steps. Now the question if they reject approved RFQ lines what will happen?

    In that case requester will recall the PR workflow and will delete the lines and add again and same process will be followed. This can be achieved without any customization. Please try once if it goes fine use this in the process.

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