ISI Request For Quote Integrates with Microsoft Dynamics GP Inventory, Purchase Order Processing and Sales Order Processing Dynamics is a registered trademark of Microsoft Corporation Available in all current versions of Great Plains

This presentation will show you how easy it is to: Create and print Requests For Quotes Transfer them to a quote in Sales Order Processing. Transfer them to purchase orders in Purchasing using multiple inventory items and multiple vendors. ISI Request For Quote

Check the boxes to turn-on integration First, the RFQ Setup window allows you to configure your system. Enter your Registered Company Name and next RFQ Number Select the Receiving Location, Tax Type and Tax Percentage Select the company, Bill To and Ship To addresses

Now you can start entering a Request For Quote....and then enter the Ship To, the Required Date and Customer PO Number (optional). First, select a customer. This is optional.

Select the Item Select the Vendor Enter the Quantity

Allows for multiple Items and Vendors Now, click on the Assign Vendors button.

Use the arrows to scroll through and select an Assigned Vendor. then, print the RFQ When the RFQ Vendor window opens..

The RFQ contains all the pertinent information… Your company name and address The Request Number, Date and User ID The Bill To and Ship To addresses The Vendor Address, Contact and Phone. The Item, Item Description and Item Quantity

When the RFQ is returned from the vendor with pricing… Enter the new Unit and Extended Costs from the Vendor’s quote. When you make the decision to purchase, click on Assign Vendors.

If the quote is for a particular customer, then click on Transfer to Quote to automatically create a Quote in Sales Order Processing. click on Transfer to PO to automatically create a Purchase Order in Purchasing. Select the Vendor and then…

RFQ Reports help in tracking and analyzing the information. RFQ Links by Date – reports the POs and Quotes generated from each Request For Quote by the date range entered. Vendor Compare by Item No. – generates a list of quotes received from the vendors for a specific Item.

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