Use the RFQ Defaults group box in this subtask to specify the procurement type, buyer, and other default Request for Quote (RFQ) information that should be loaded during the creation of RFQs when you use the Create RFQs from Proposals screen. Use the Compute Proposal Item Cost Rules group box to specify whether to include certain purchase orders or vendor quotes, based on date cutoff, in the costing process when you use the Compute Proposal Item Costs screen.
These fields display the proposal ID, proposal revision number, proposal status and proposal name from the main screen.
Use this group box to enter specific information when you create a Request for Proposal in the Create RFQs for Proposals screen. You can also enter and maintain this information by vendor and item in the screens in the Request for Quotes menu in Costpoint Procurement Planning, where you can also access vendor quotes and item quotes.
Enter, or use Lookup to select, the default procurement type code for the RFQ that will be generated from this proposal. You can establish procurement type codes in the Procurement Types screen in Costpoint Procurement Planning Costpoint Purchasing.
Enter, or use Lookup to select, the default buyer ID for the RFQ that will be generated from this proposal. You can enter buyers in the Buyers screen in Costpoint Purchasing. The Branch Location and Branch Address fields will default if you entered them for this particular buyer in the Buyers screen; however, you can change them.
Enter, or use Lookup to select, the buyer's default branch location ID for any RFQs that will be generated from this proposal. You can establish branch location information in the Branch Locations screen in Costpoint Purchasing; a location will default if it was assigned to this particular buyer in the Buyers screen in Costpoint Purchasing.
Enter, or use Lookup to select, the buyer's default branch address code for any RFQs that will be generated from this proposal. You can enter branch address information in the Branch Locations screen in Costpoint Purchasing; an address will default if it was assigned to this particular buyer in the Buyers screen in Costpoint Purchasing.
Enter, or use Lookup to select, the ship ID of the location to which the components purchased for the end item will be delivered. A ship ID will automatically default in if one has been set up in the PO Settings screen in Costpoint Purchasing. You can modify this field or leave it blank; however, a ship ID is required to generate RFQs from a proposal.
Enter the date on which the quote must be received from the vendor.
Enter, or use Lookup to select, the project ID for the RFQ that will be generated from this proposal. You can enter projects in the Project Master menu in Costpoint Project Setup.
The settings in this group box default from the Proposal Item Cost Rules group box in the Materials Estimating Settings screen, and can be changed. Once you have established a proposal item list and/or proposal BOM, you can process the item cost, project item cost, catalog/CLIN lists, quotes, purchase order(s), PO History, manufacturing order(s), and inventory information in the Compute Proposal Item Costs screen in order to develop cost estimates for individual items. This process automatically rolls these costs for end items in a given proposal and associated PBOMs, based on the user-defined selection criteria, and optionally subtracts available part inventory from the proposal's required quantity. You can also assign costs to individual parts and/or provisional parts by using the worksheets in the Maintain PBOM Cost Estimates - Indented and Maintain PBOM Cost Estimates - Summarized screens.
If no acceptable cost information exists for a given component, you can use the Select RFQs from Proposals and Create RFQs for Proposals screens to generate RFQs for one or more vendors. You can enter the results of the RFQs in the system as vendor quotes in Costpoint Procurement Planning, and you can link them back to the appropriate proposal item or PBOM line.
Once you have selected costs, you can use the Compute Proposal Item Costs process to calculate and report PBOM and proposal costs by rolling up individual PBOM lines to the PBOM end item and proposal levels. Lead time information can also be rolled up and reported.
Select this checkbox to include expired vendor quotes when costing items for this proposal.
Select this checkbox to include orders and quotes with quantities larger than the breakpoint quantities as cost sources.
Enter the number of days before the proposal start date during which expired quotes will be considered.
Enter the number of days before the proposal start date during which PO order dates will be considered.
Enter the number of days before the proposal start date during which MO order dates will be considered.