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Requisition Questionnaires

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Posted on by DynamicConsult

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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

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Administration and Setup

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JM-16051036-0 2 on at

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Requisition Questionnaires. D365 F&O

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.
Andre Arnaud de Cal... 283,375 Super User on at

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Requisition Questionnaires. D365 F&O

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?
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Kevin Xia Microsoft Employee on at

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Requisition Questionnaires. D365 F&O

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

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