As checked as standard behavior of dynamics 365:
In request for quotation case, you are not able to Add a new address if the RFQC is send out. You are only able to update from the dropdown list in addresses.
In the RFQ itself, you can add a new address + Update from the dropdown list.
it is not logical that you can add new address on RFQ, and not on RFQC if Status is still Sent.
Concern:
Create new request for quotation.
If item & vendor is added on the Request for Quotation Case, you are able to update the Address (Header info RFQC, below Address):
- Possible to add address
- Possible to change in dropdown Delivery address
If Request for Quotation Case is send out (process -> Send), on the Header of RFQC you can update:
- NOT possible to add address anymore
- Possible to change in dropdown Delivery address
If you go further to the details of the RFQ, here it is possible to:
- Possible to add address
Possible to change in dropdown Delivery address
(see print screens & mp4)
Hence it is not logical that you are able to Add new address in RFQ, but not in RFQC.
Administrator on 11/28/2023 11:22:54 AM
Thanks for creating this Idea. The RFQ case cannot be changed once it has been sent and created one or more RFQ (one for each vendor). This includes changing the address on the case. However as the RFQ represents what is communicated to a specific vendor, and it is possible to iterate/negociate over a specific RFQ with a specific vendor leading to changes on the specific RFQ, it is possible to change a specific RFQ for a speific vendor including the address, as it may be required as part of the negociation. We have no plans to change the RFQ case concept allowing to case adress to be changed.