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A customer of ours are implementing D365 but have different processes in their current system which we try and align with D365's standard functionality.
The customer currently:
1) Creates Request for Quote (RFQ) to obtain 3x prices;
2) Then go through the procurement approval process with best quote - "Purchase Requisition (PR) approval";
3) If PR is approved, the Purchase Order (PO) is created;
In D365, the only standard process I can find is:
1) Create a PR with details of item(s) to procure, then do PR Workflow approval;
2) If the PR request is submitted for approval, the create RFQ option becomes available on the PR form;
3) If the selected RFQ vendor's offer is accepted, a PO is created with details from selected vendor's reply.
The problem with the standard D365 process is:
1) For PR approval, (before RFQ stage), the user does not yet know the actual price to send through for approval;
2) If a wrong/too low price is sent through the PR for approval, a much higher inflated price might be picked at RFQ stage.
3) Is there any workflow to exercise on RFQs post the selected RFQ vendor is selected for PO generation?
Thanks all
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