Skip to main content
Post a question

Notifications

Announcements

🌸 Community Spring Festival 2025 Challenge 🌸
News and Announcements icon
Community site session details

Community site session details

Session Id : Mm6bIky/Ps2OoR0ZvHBsMb
Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Partially Release RFQ ...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Partially Release RFQ to PO

Like (3) ShareShare
ReportReport
Posted on 8 Jan 2025 12:41:54 by CU24050502-1 11
Hello Experts, 
I need RFQ lines to be released partially without rejecting the other lines.
 
Scenario: One PR has five lines with different line items. One RFQ is created from that PR and sent to multiple vendors. Due to Some reason, I want to release line No1 to PO and the other 4 lines I want to hold for a while.  Is it possible with the same RFQ?
Remark: I was trying to accept line No.1  initially and approve the PR but the system threw an error (Some of the RFQ lines have not been accepted and rejected).
 
Please suggest if is it possible. Or any other workarounds to achieve this scenario.
 
Thank you in advance for your valuable time.
Categories:
Dynamics 365 Supply Chain Management
  • Danny Bilodeau Profile Picture
    Danny Bilodeau 4,335 Moderator on 11 Jan 2025 at 17:45:51
    Partially Release RFQ to PO
    I like Fasih suggestion. Make sure Purchasing policy do not automatically convert approved PR lines and release PR lines individually as necessary.  
     
    I tried using Purchase Req line workflows to see if lines could be treated independently but that failed miserably.  
  • Suggested answer
    Fasih Profile Picture
    Fasih 400 on 10 Jan 2025 at 14:34:34
    Partially Release RFQ to PO
    Hi,
     
    I don't know at what stage you exactly want to hold the remaining RFQ lines, but as per your requirement I'd suggest you to complete the RFQ process by rejecting the bids for the rest of the lines and by "Marking" only the line you want to proceed with, and accepting its bid. This is necessary for PR workflow to be successfully approved and completed.
     
    Now when you do this, there is a high chance that no automatic PO will be generated.
    Now navigate to:
     
    Procurement & Sourcing > Purchase Requisitions > Approved Purchase Requisition Processing > Release Approved Purchase Requisitions
     
    This will show you the lines of the PR and you can convert each of them individually to a PO, that PO number will then also be linked to your PR. 
     
    Moreover, there are also a few other options other than this process, like:
    • Releasing only the required line to RFQ
    • Or sending the bids only for the required line
    Hope you get your solution out of this.
     
    Best Regards

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge 🌸

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,346 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,462 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans