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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Requisition Questionna...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Requisition Questionnaires

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Posted on by DynamicConsult 33
Hi all
 
Just wonder if anybody has succesfully used questionnaires on Purchase Requisitions?
I have them setup but they aren't displaying
 
I have 
1. Setup Questions etc
2. added to one Category
3. Added policy.
 
Testing a PR and it isn't on the tab.
 
Thanks all
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    You can refer to this blog post: dynamics-tips.com.

    Similar questions have been raised on the forum before, and you can check out this old thread: RFQ and complete questionnaire (dynamics.com).
    Best regards,
    Kevin
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,856 Super User 2026 Season 2 on at
    Hi DynamicConsult,
     
    What do you mean exactly by not displaying? Are you able to share some screenshots? Is the questionnaire set to Active? Can you also tell more about the category setup in your environment?
  • Suggested answer
    JM-16051036-0 Profile Picture
    JM-16051036-0 6 on at
    You have to go to procurement categories,  go to the questionnaire section , activity type, choose "Requisition" as in the below screenshot.
    "Not Assigned" is defaulted by the system, just change it.
  • DynamicConsult Profile Picture
    DynamicConsult 33 on at
    Hi,
     
    I have this setup but somehow I may be incorrectly expecting this to show up in the PR.
     
    See below for setup and result.
     
     
    Result in PR - Blank Questionnaire, What am i missing here?
     

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