Friday, October 3, 2014

Dynamics AX 2012 R3 – Vendor Scoring Criteria on Request For Quotation

Vendor’s RFQ solicitation types and scoring in procurement process is a very common practice especially in Public Sector and in such scenario an organization should be able to track and enter the Vendor RFQ scoring.


Earlier in Microsoft Dynamics AX 2012 R2, it was not possible to perform scoring or rating a vendor related to a Request for Quotation and these were always manual processes.

With Dynamics AX 2012 R3 it has been made very easy & simple with scoring functionality. Here we have the step by step training .... Lets Start with the few new setups.

Solicitation Type
Path: Company/Procurement and sourcing/Area page/Setup/Request for Quotation/Scoring Method

  • Click on New button
  • Enter the Name
  • Enter the Description
Tab to Scoring Criteria Grid
  • Click on New button
  • Enter the Criteria Name
  • Enter the Description
  • Enter the Range from
  • Enter the Range to


We can define multiple Scoring method according to need. 

Solicitation Type
Path: Company/Procurement and sourcing/Area page/Setup/Request for Quotation/Solicitation Type





  • Click on New button
  • Enter the Name
  • Enter the Description
  • Select the Scoring Method
  • Select the Bid Type
Vendor Reply Status
Path: Company/Procurement and sourcing/Area page/Setup/Request for Quotation/Vendor Reply Status





  • Click on New button
  • Enter the Name
  • Enter the Description
  • Save & Close the form
Create a Request for Quotation
We can see the highlighted differences on Request for Quotation which we faced in Dynamics AX R3.

Path: Company/Procurement and sourcing/Area page/Common/Request for Quotation/All Request for Quotation/Edit





  • Select the Expiration Date & Time
  • Select the Solicitation type
  • Bid type


Allow alternate on response lines, this will be helpful if vendor provides alternative products against the request items.
If this check box is not selected, systems will not allow to change the product at the time of Vendor Request for Quotation replies.

User can Also change or edit the Scoring Criteria at the time for Request for Quotation using the below path:




User can modify the selected scoring method according to the need. User can add, delete or change the scoring of any defined criteria.

Now we can see how Users can enter the Scoring against Each Vendor Replies:

Path: Company/Procurement and sourcing/Area page/Common/Request for Quotation/Request for quotation replies






User will enter the scoring against each criteria which are coming from the Criteria method. If user wants to add or edit any criteria, it will be done through the scoring scoring criteria screen as mentioned above.
After the completion of scoring, we will see the comparison of RFQ based on theses Criteria.

RFQ Comparison Screen
Following changes has been done in Dynamics AX R3 for RFQ Replies comparison
  • Comparison Filter
  • Comparison on Scoring Criteria
  • Comparison on based of Lead time


Path: Company/Procurement and sourcing/Area page/Common/Request for Quotation/All Request for Quotation/ Compare Replies






And RFQComparison Filter View.





These are features that have been added in Dynamics AX R3. These are very common business practice in the industry especially in Public sector.


Enjoy the DAXING!!!

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