creating a request for quotation and processing the quotations received request for quotation

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Creating a request for quotation and processing the quotations received Request for quotation

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Page 1: Creating a request for quotation and processing the quotations received Request for quotation

Creating a request for quotation and processing the quotations received

Request for quotation

Page 2: Creating a request for quotation and processing the quotations received Request for quotation

Value proposition An organized method that customers can use to transmit a request

for quotation (RFQ) to vendors. You can use one of the following methods:‒ Through the vendor portal

‒ On the cloud

‒ Through conventional methods such as email or fax

A secure, easy-to-use portal that enables vendors to provide quotations to the customer:‒ Replies or quotations can be provided in real time

‒ The portal reduces the need for out-of-band communication

Provides a side-by-side comparison of all quotations received to facilitate informed decision making

Provides the ability to configure and select parameters that vendors must include in quotations

Provides the ability to conduct two-way communication with vendors that can be tracked and reviewed when required

Page 3: Creating a request for quotation and processing the quotations received Request for quotation

Notifies vendors

Sends the RFQ

Completes and

submits quotation

Reviews the RFQ

Receives notification

Creates the RFQ

Selects vendors

Scenario: Request for quotation process between customer and vendor

Accepts quotation

Compares responses

Purchasing Agent

Vendor

Page 4: Creating a request for quotation and processing the quotations received Request for quotation

High-level conceptual model

RFQ Case Header

RFQ Case Line

RFQ Line

RFQ Reply Header

RFQ Reply Line

Purchase Order

Header

Purchase Order Line

RFQ Header

Contains

Purchase Order Line can be created from RFQ Reply Line

Purchase Order Header can be created from RFQ Reply Header

RFQ Line is created from RFQ Case Line

RFQ Line and RFQ Reply Line are passed between organization and vendor

Contains

Contains

Contains

Request for quotation entities

RFQ Case Record

RFQ Form RFQ Reply Page

Purchase Order

Page 5: Creating a request for quotation and processing the quotations received Request for quotation

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, and the Microsoft Dynamics logo are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this

presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft

cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

CCAX2012BV090