Use this screen to enter quote information for one or more items or miscellaneous line types for a specified vendor. You can associate a quote by vendor with a specified request for quote (RFQ).
To associate the information you enter into this screen with an RFQ, you must first enter the RFQ on the Manage Request for Quotes by Vendor screen, or create one using the Create Request for Quotes for Proposals screen in Costpoint Materials Estimating. If you created any quote lines and added them to proposal costs in the Add Vendor Quotes subtask of the Manage Proposal BOM Cost Estimates - Indented and Manage Proposal BOM Cost Estimates - Summarized screens in Costpoint Materials Estimating, they also display on this screen. Similarly, any new quotes that were added in the Reference Quotes subtask (that have an Add Quote of Y) of the Approve Purchase Requisitions or Approve Requisition Lines screens appear on this screen.
Use this screen whenever you need a vendor quote for multiple items.
This field displays the quote number that uniquely identifies this quote throughout Costpoint. The quote number is incremented and automatically assigned only if you selected the Auto-Assign Quotes check box on the Configure Vendor Quote Settings screen and entered a Last Quote ID. Costpoint increments the Last Quote ID on the Configure Vendor Quote Settings screen by one. You can skip this field when adding a new quote line. When you save the line, Costpoint assigns the next available number.
If you did not select the Auto-Assign Quotes check box on the Configure Vendor Quote Settings screen, you must enter a quote ID before saving the new record. Costpoint does not store the last number used, so you must track the quote numbers in your own log.
Enter, or click 
to select, the vendor ID for this quote. The vendor name and vendor location display on the adjacent fields. The vendor must not be a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, Costpoint displays a warning.
Establish vendors using the Manage Vendors screen.
Select this check box to indicate that the quote is for creating subcontractor agreements. If a request for quotes is entered and it is specified as a subcontractor agreement, this check box will automatically be selected.
This screen consists of three tabs:
Details - Use this tab to enter general RFQ, buyer, and vendor information for the vendor quote.
RFQ Info - Use this tab to view information about the RFQ associated with the vendor quote.
Notes - Use this tab to enter miscellaneous information about the vendor quote.
Security Requirements - Use this tab to enter the security requirements of any resource that is used for the vendor quote.
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Subtask |
Definition |
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Header SOW |
Click this link to open the Header SOW subtask and add one or more statement of work to the quote at the header level. |
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Exchange Rates
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Click this link to open the Exchange Rates subtask and modify the transaction currency exchange rate for the selected quote line if it occurs in a non-functional currency. |
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Link SCI/SAP Security Codes |
Click this link to open the Link SCI/SAP Security Codes subtask for the security clearance. |
Use this table window to enter quote lines to the RFQ.
Click 
to add a new line to this table window.
This field displays the sequential number assigned by Costpoint to track the line items of the vendor quote.
Use this drop-down list to specify how the Item field uses to retrieve item information. The available options are:
Standard - Select this option to access item information for standard parts only.
Provisional - Select this option to access item information for provisional parts only.
All - Select this option to access item information for all parts.
Enter, or click to select, the item for which this quote line is created.
This field displays the latest revision of the Item. If you are using multiple part revisions, you can enter, or click to select, another revision.
This field contains the item's line type. The possible values are:
P - Part
G - Good
S - Service
M - Miscellaneous
Enter, or click to select, the line charge type to be quoted by the vendor. You must make an entry in this field if an Item is not specified.
This field displays the description of the Misc Type. You can modify this description but your changes do override the description on the Item table.
This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).
If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:
Unrestricted- The item is not subject to data security restrictions.
Restricted- The item is subject to data security restrictions and that you are authorized to access detailed part information.
***UNAUTHORIZED***- The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color.
This field displays the commodity code assigned to the Item. You can enter, or click to select, a different commodity code.
This field displays the ordering unit of measure, if the Item is a part, or the default unit of measure, if the it is a service.
Enter, or click to select, the unit of measure that the vendor used when quoting this item.
Enter the default gross unit cost quote for the selected Item.
Enter the default volume unit discount amount for the quoted Item.
Enter the default net unit cost amount for the quoted Item.
This field displays the default gross unit cost of the item in functional currency. This field is calculated as Default Gross Unit Cost * Trans to Func rate in the Exchange Rates subtask.
This field displays the default net unit cost of the item in functional currency. This field is calculated as Default Net Unit Cost * Trans to Func rate in the Exchange Rates subtask.
Enter the minimum quantity of the quoted item that the vendor is willing to sell in one order.
Enter, or click to select, the identification code of the manufacturer assigned to the selected item.
You can establish manufacturers in the Manage Manufacturers screen in Costpoint Product Definition.
Enter, or click to select, the manufacturer part number of the selected item.
Enter the manufacturer part revision number of the selected item.
Enter, or click to select, the vendor part number of the selected item.
Enter the revision for the vendor part to be quoted.
Use this drop-down list to select the status of this vendor quote line. The available options are:
Open - This indicates that this vendor quote line is open and ready to be sent to the vendor, or it was sent to the vendor is awaiting reply.
Closed - This indicates that the vendor returned a quote for the item, and no further action is required.
This check box indicates if there is a resource for the corresponding requisition line. This check box is selected if one or more resources exist in the Resources subtask, otherwise this check box is cleared.
Enter, or click to select, the project ID for this vendor quote line. Projects are initially entered in the Project Master menu in Costpoint Project Setup.
Enter, or click to select, the project abbreviation for this vendor quote line.
Enter the Defense Priority Acquisition System (DPAS) or internal priority code for this vendor quote line. If a priority was assigned to the Project, it displays here but can be modified.
Enter, or click to select, the ship ID to which the items are to be delivered.
Enter the line number of the original RFQ from which this vendor quote line originated.
This field displays the proposal line number for the item if it resides in the referenced proposal. Establish proposal records on the Manage Proposals screen in Costpoint Materials Estimating.
This field displays the requisition line number if the RFQ was created using the Manage Purchase Requisitions screen.
Select this check box to add the manufacturer and vendor part number data to the Alternate Part table.
This field displays Y (Yes) if the item is a provisional part. Otherwise, this field displays N (No).
Enter additional miscellaneous information about this vendor quote line.
Enter one or more rows into the Resources subtask for the quote line, this check box is automatically selected. Otherwise, this check box is always cleared. This check box specifies that resources have been specified in the Resources subtask for the line.
Select this check box to indicate whether the resource requires US citizenship.
Select this check box to indicate whether the resource must be authorized for International Traffic in Arms Regulations (ITAR).
Enter, or click to select, the security clearance required for the resources associated with this requisition.
This field displays the description of the security clearance that the resource associated with the requisition needs to have.
This field displays the level of security clearance that the resource associated with the requisition needs to have. This field indicates whether the level is Top Secret and Secret.
This check box displays the security clearance that the resource associated with the requisition has been cleared for sensitive compartmented information (SCI) for.
This check box displays the security clearance that the resource associated with the requisition has been cleared for special access for.
Enter the name of the agency that issued the security clearance.
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Subtask |
Definition |
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Line SOW |
Click this link to open the Line SOW subtask and add one or more statement of work to the quote. |
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Resources |
Click this link to open the Resources subtask and specify one or more resources of the subcontractor agreement. |
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Line Charges |
Click this link to open the Line Charges subtask and set up additional charges for a vendor quote line. |
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Quantity Breakpoints |
Click this link to open the Quantity Breakpoints subtask and set up breakpoint quantities for this quote line. |
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Link SCI/SAP Security Codes |
Click this link to open the Link SCI/SAP Security Codes subtask. |