Some Questions Relevant to Request for Quotation -
Q: Can we create a Purchase requisition without having a
workflow setup in the AX system? (This is the questions by most of the
beginners)
A: You can create the purchase requisition without setting up the Purchase requisition workflow. But, you cannot process it further which means it is no use of just creating and leaving the purchase requisition in the form. If the PR workflow is setup in the system, then based on the approval hierarchy, it awaits the approval from the respective user.
A: You can create the purchase requisition without setting up the Purchase requisition workflow. But, you cannot process it further which means it is no use of just creating and leaving the purchase requisition in the form. If the PR workflow is setup in the system, then based on the approval hierarchy, it awaits the approval from the respective user.
Q: Can we create an RFQ from the PR? Does any further setup
required?
Ans: Yes, you can definitely create the RFQ and no other setup required for the same. We are going to see the RFQ creation process in the coming post.
Ans: Yes, you can definitely create the RFQ and no other setup required for the same. We are going to see the RFQ creation process in the coming post.
Q: Can we create multiple RFQs for a Single PR? If so, how?
Ans: You can definitely create multiple RFQs from a single PR. Of course, you can do it only when the PR has multiple lines. So, if a PR has 2 lines, then you can create RFQ1 for Line1 and RFQ2 for Lines and process them independently.
Ans: You can definitely create multiple RFQs from a single PR. Of course, you can do it only when the PR has multiple lines. So, if a PR has 2 lines, then you can create RFQ1 for Line1 and RFQ2 for Lines and process them independently.
Q: How to create the RFQ from the PR and exactly at which stage
we can create the RFQ?
Ans: You can see the “Request for Quotation” button in the Purchase requisition which will be enabled only when the PR status is “In review”. So, an RFQ can be created only when the status of the PR is “In review” that too it can be created by the user who needs to review it (as per the workflow setup). My next post will explain it in detail.
Q: From a PR, can we directly create the PO without creating an RFQ?
A: Yes, we can create the PO without having the RFQ created, as the RFQ creation is not a mandate process from the PR it is an optional case where in case you want to get the quotation from multiple suppliers and choose one among them.
Ans: You can see the “Request for Quotation” button in the Purchase requisition which will be enabled only when the PR status is “In review”. So, an RFQ can be created only when the status of the PR is “In review” that too it can be created by the user who needs to review it (as per the workflow setup). My next post will explain it in detail.
Q: From a PR, can we directly create the PO without creating an RFQ?
A: Yes, we can create the PO without having the RFQ created, as the RFQ creation is not a mandate process from the PR it is an optional case where in case you want to get the quotation from multiple suppliers and choose one among them.
No comments:
Post a Comment