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Category Archives: Procurement and sourcing

Changing a planned purchase to a RFQ

February 7, 2017by Lachlan Cash 1 Comment

If you are working with planning and sourcing materials then you might on occasion have the need to use an RFQ to see if a product can be sourced differently […]

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Procurement and sourcing, Supply chain planning

Owner dimension and supply side consignment

February 7, 2017by Lachlan Cash Leave a comment

In the November/Fall released of D365 there was a new tracking dimension opened up called Owner. This is used in the new consignment stock capabilities. It’s important to note that […]

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Procurement and sourcing, Product information management

Attaching documents to RFQ

February 6, 2017by Lachlan Cash 1 Comment

When working with an RFQ often you have to share documents with the suppliers so they can see the details behind what you are asking for. This might be a […]

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Procurement and sourcing

Site and warehouse default on RFQ lines

February 6, 2017by Lachlan Cash 1 Comment

If you are setting up an RFQ and have many lines to enter then you might want to consider putting on the site and warehouse on the case to default […]

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Procurement and sourcing

Landed cost for small scale import scenarios

February 5, 2017by Lachlan Cash 4 Comments

Landed cost is often an issue to deal with when setting up a system for a company that does a lot of importing. The main aim here is making sure […]

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General ledger, Procurement and sourcing, Product information management

Completing the RFQ for a requisition

February 3, 2017by Lachlan Cash 1 Comment

In the previous post we had a look at creating an RFQ from a requisition. In this overview we can complete the RFQ which will update the requisition and flow […]

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Procurement and sourcing

Creating an RFQ from a purchase requsition

February 3, 2017by Lachlan Cash 4 Comments

If you are running a purchasing department then you have a job of managing purchase costs and keeping employees supplied with products they need to see or do their jobs. […]

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Procurement and sourcing

Release items don’t show in the purchase requisition

February 3, 2017by Lachlan Cash Leave a comment

If you are allowing employees to requisition items them you might want to remember to publish the catalog otherwise the items won’t show up for the user in the add […]

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Procurement and sourcing

RFQ default payment terms

February 3, 2017by Lachlan Cash 1 Comment

When you are setting up RFQ’s you might want to consider the default payment terms. There is a parameter that will default from the procurement parameters. You might want to […]

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Procurement and sourcing

RFQ Case number vs request for quotation number

February 3, 2017by Lachlan Cash 1 Comment

In a previous post we had a look the RFP Journal. It’s worth understand the difference between the case number and the RFQ number as you will see it as […]

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Procurement and sourcing

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