Microsoft Dynamics AX 2012 R3 E-Procurement Video – Part I

Welcome to Part I of Microsoft Dynamics AX 2012 R3 E-Procurement video on creating a sealed-bid RFQ in the new vendor portal.  This demonstration will cover creating a sealed-bid RFQ in AX 2012 R3 with scoring criteria. Part II will cover configuring the RFQ and adding line items, as well as publishing and sending the RFQ to the Dynamics AX Vendor Portal PART II. Part III will cover unsealing bids in Dynamics AX 2012 R3 as well as entering physical sealed-bid amounts, scoring, comparing and awarding bids. PART III.

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Welcome to the Microsoft Dynamics AX 2012 R3 video on e-procurement.  In Part I, we will cover creating a sealed-bid Request for Quotation (RFQ) in Dynamics AX 2012 R3 with scoring criteria.  Let’s get started.

We are currently logged in as Alicia, a Purchasing Agent for USMF.  As Alicia, we are going to create a sealed-bid RFQ with scoring criteria.  To begin, from your Role Center, click Procurement and Sourcing.

From the new tab, click ‘Request for Quotation.’  Select Purchase Order as the Purchase Type.  Under Solicitation type, select ‘RFQ-Goods’.  Enter IT Department as the Requesting department.   Set the expiration date to 30 minutes later than the current date and time.  Now we are ready to configure the RFQ, add lines and publish and send the RFQ.

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