PRINT PROPOSAL BILLS OF MATERIAL EXCEPTION REPORT

Use this screen to print a list of items required in a proposal, including the components in that proposal's bills of material, that lack detailed cost information or refer to expired vendor quotes. Choose the types of items to search for within the proposal, specify the proposal, and select the exception conditions the report should include.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Proposal/Rev

Option

This field always shows One for you can only select one proposal.

Start

Enter, or click to select, the ID (and revision, if applicable) of the proposal that Costpoint should search for.

Item/Rev

Option

Select a range option to use for item IDs to search for within the specified proposal. The choices in this drop-down list are:

Start

Enter, click to select, the starting item ID that Costpoint will search for within the proposal. You can also enter, or click to select, the revision number of the item, if applicable, in the adjacent unlabeled field. This field is enabled only if you select One, Range, or To End in the Option drop-down list.

End

Enter, click to select, the ending item ID that Costpoint will search for within the proposal. You can also enter, or click to select, the revision number of the item, if applicable, in the adjacent unlabeled field. This field is enabled only if you select Range or From Beginning from the Option drop-down list.

Part Lookup Type

Select a part type from the drop-down list that you will use when you select the item or range of items in the Start and End fields. The available options are:

Sort By

Use this group box to customize the sorting of the report.

1st Sort

Select a sort option from the drop-down list. The available values are:

Options

Include

Select check boxes in this group box to indicate which items to include in the report.

Buy Parts

Select this check box to include Buy parts in the report. Costpoint searches the proposal's item detail rows for parts that have a Make/Buy code of B and an Item Type of P (Part).

Make Parts

Select this check box to include Make parts in the report. Costpoint searches the proposal's item detail rows for parts that have a Make/Buy code of M and an Item Type of P (Part).

Services

Select this check box to include services in the report. Costpoint searches for the proposal's item detail rows that have an Item Type of S (Service).

Goods

Select this check box to include goods in the report. Costpoint searches for the proposal's item detail rows that have an Item Type of G (Good).

Provisional Parts

Select this check box to include provisional parts in the report. Costpoint searches the proposal's item detail rows for parts that have a Provisional Part of Y (Yes).

Include Exceptions

Exception conditions determine which items are printed from the proposal's item detail rows. An item that refers to the selected proposal/revision must meet at least one of the criteria selected in this group box. (If an item and make/buy code combination meets two or more of the selected criteria, the item appears only once on the report.)

Items with Uncosted Breakpoints

Select this check box to include proposal item detail rows where the sum of the proposal total unit cost for each breakpoint quantity is null or zero. For example, if an item in a proposal row has one of five breakpoint quantities that is zero, and the other four breakpoint quantities are greater than zero, the item prints on the report if the sum of each breakpoint quantity multiplied by the proposal total unit cost is zero.

Expired Vendor Quotes

Select this check box to include items with expired vendor quotes on the report. Selecting this check box enables the Quote Expiration Cutoff Date field. Items print on the report if the proposal item detail rows have a proposal item cost where the cost source is QT (Quote) and the quote expiration date is earlier than the date in the Quote Expiration Cutoff Date field.

Quote Expiration Cutoff Date

Enter, or click to select, the cutoff quote expiration date for expired quotes. This field is enabled only if you selected the Expired Vendor Quotes check box. Costpoint includes items on the report for which the quote expiration date is earlier than the date in this field.

Always Quote Parts with No Vendor Quotes

Select this check box to include standard and provisional parts in the report that have an Always-Quote field if Y (Yes) for the proposal item detail row, and where no proposal item cost exists for rows with a QT (Quote) cost source type.

Unfirmed Assemblies

Select this check box to include assembly parts (both standard and provisional) with a proposal bills of material (PBOM) Status of U (Unfirmed).

Orphan Items

Select this check box to include items that are not listed as either end items or as PBOM components for this proposal.

Not Approved/Pending Vendor Quotes

Select this check box to include items that have quotes for which the vendor's Approval Code (set on the Approve Vendors screen) is Not Approved or Pending.

Payroll Vendor Quotes

Select this check box to include items that have quotes for which the vendor is flagged as a payroll vendor.

On Hold/Warning Vendor Quotes

Select this check box to include items that have quotes for which the vendor's Vendor Status for PO (set on the Manage Vendors screen) is On Hold or Give Warning.

Buy Parts with PBOMs

Select this check box to include buy parts that are also assemblies in a PBOM.

Make Parts with This-Level Material Costs

Select this check box to include make parts that have materials costs that do not come from PBOM components.