Trade Offer & Sourcing Suite for D365 Finance & Supply Chain

The Trade Offer & Sourcing Suite is a purpose-built extension for Microsoft Dynamics 365 Finance and Supply Chain Management, designed to manage the complete commercial offer lifecycle for trading companies — from sourcing and vendor comparison through margin analysis and final conversion to sales orders.

Who Is This For?

This solution is built for Sourcing Managers, Sales Teams, Procurement Managers, and ERP teams at trading and distribution businesses where quotation accuracy, vendor comparison, and margin control directly affect profitability. It is particularly relevant for organizations operating in the Middle East and North Africa (MENA) region with high-volume sourcing and quotation activity.

Target industries include Trading and Distribution, Manufacturing and Industrial, Retail and FMCG, and Contracting and Project-Based Organizations.

Business Challenges Solved

• Fragmented sourcing process — Buy, Make, Stock, and Incoming sourcing lines managed outside the Sales Quotation, creating disconnected workflows
• Manual vendor comparison — Comparing vendor quotes without a structured, standardized view leads to inconsistent decisions and missed margin opportunities
• Uncontrolled margin calculation — Selling prices finalized without a consistent, auditable method for calculating margin % or $/Ton
• Disconnected quotation-to-order flow — Manual re-entry when converting Sales Quotations to Sales Orders, increasing error risk and delays

Key Capabilities

• Sourcing Form — Manage Buy, Make, Stock, and Incoming sourcing lines directly from the Sales Quotation
• Material Sourcing Request — Create and manage RFQ-based sourcing requests with buyer group assignment, sourcing checklists, and preferred vendor selection
• Service Charges — Manage logistics and service charge lines with RFI logistics checklists and service sourcing requests
• Quote Comparison — Compare vendor quotes with correction factors, preferred vendor selection, and margin percentage analysis across Summary, Parameters, Compare, and Vendors tabs
• Margin Analysis — Calculate and finalize selling prices based on margin % or $/Ton inputs, with batch posting to Sales Quotation lines
• SQ to SO Conversion — Convert Sales Quotation lines to a new Sales Order or add to an existing Sales Order

Business Value

• Streamline sourcing-to-quotation workflows within a single ERP process
• Improve vendor selection with structured, side-by-side comparison
• Protect margins with consistent, auditable pricing calculations
• Eliminate manual re-entry between quotation and order stages
• Accelerate the commercial offer lifecycle from sourcing to sales order

Deployment and Compatibility

Trade Offer & Sourcing Suite is delivered as an ISV Add-on for Microsoft Dynamics 365 Finance and Supply Chain Management (cloud). It is installed via Microsoft Lifecycle Services (LCS) using standard D365 deployment practices and is compatible with current D365 F&SCM cloud releases.