Use this subtask to add new quotes to the selected part row. When you enter the screen, the table window will not be populated. Select the New Line button on the toolbar to enter a quote line for a vendor or an existing RFQ.
These fields default from the main screen.
These fields default from the main screen table window for the selected part line.
The Procurement Type field displays the procurement type code assigned to the proposal item in the Details subtask of the Maintain Proposal Master screen (this field also displays in the main screen table window). Procurement type codes and the number of required quotes default for the RFQ that is generated from this proposal. You establish procurement type codes and a set number of required quotes in the Procurement Types screen Costpoint Procurement Planning, and in the Purchasing Controls menu in Costpoint Purchasing. These fields are optional.
These fields load from the main screen table window for the selected item line. Each calculated value in the proposal quantity break field will load in the appropriate field in this group box.
When you add a new vendor quote line in this table window, populate the appropriate fields, and save the record, the quote line will default to the Materials Cost Worksheet table window and the Proposal Item Costs table window, where you can roll up the costs for calculating proposal costs. Moreover, you can access the quote line in the Enter Quotes by Item and/or Enter Quotes by Vendor screens in Costpoint Procurement Planning. If you select the Auto-Assign Quotes checkbox in the RFQ Settings screen in Costpoint Procurement Planning, leave the Last Quote ID field in that screen blank and the system will assign the next sequential quote ID. However, you can manually populate the Quote field whether the Auto-Assign Quotes checkbox is selected or not.
When you start a new line, this field defaults with "Y" (Yes) to indicate that the quote line will default to the Proposal Item Costs table window when you save this screen. The costs for each quote line will load into the Material Cost Worksheet table window, whether this field is "N" (No) or "Y" (Yes). The system will generate one row for each breakpoint quantity/cost combination that appears for the line.
Enter, or use Lookup to select, the ID of the RFQ in which the vendor quote is a response for the selected item. Only those RFQ IDs whose Status is "O" (Open) or "P" (Pending) in the Request for Quotes subtask will display in Lookup. RFQ lines that already have a quote ID assigned and/or have a status of "C" (Closed) in the Enter RFQs by Item or Enter RFQs by Vendor screens in Costpoint Procurement Planning will not appear, but you can enter them. You can also select RFQs in the Select RFQs from Proposals screen under the Requests for Quotes menu.
When you populate the RFQ field, this field will default with the vendor ID assigned to this RFQ/RFQ line. However, if the RFQ field is not populated, you can enter, or use Lookup to select, a vendor ID for this quote line. The Vendor Name field will display the vendor name as it appears for the vendor ID in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, or Accounts Payable.
The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code of "Not Approved" or "Pending," you will receive a warning.
This field displays "Y" (Yes), "N" (No), or "P" (Preferred) if the vendor is assigned to the part in the Maintain Parts screen and Assign Vendors screen in Costpoint Product Definition.
If you populated the RFQ field, the buyer ID that appears for the RFQ line in the Request for Quotes subtask will appear in this column, but you can change it or manually enter one.
Enter the ID of the quote for this line. If the RFQ's status is "C" (Closed) or a quote ID has already been assigned to the RFQ line, the system will display a warning message indicating that the RFQ is closed. Select OK, and the RFQ line will load. Once you have populated the appropriate fields, made sure the Add to Proposal Costs field is "Y," and saved the record, the assigned quote ID will load into the Material Cost Worksheet table window and the Proposal Item Costs subtask. If you select the OK pushbutton at the bottom of this subtask, the quote line's information will load, and you will return to the main screen. However, you can edit the line's information before saving the record. Moreover, you can access the quote line in the Enter Quotes by Item and/or Enter Quotes by Vendor screen in Costpoint Procurement Planning. If you select the Auto-Assign Quotes checkbox in the RFQ Settings screen in Costpoint Procurement Planning, leave the Last Quote ID field in that screen blank and the system will assign the next sequential quote ID. However, you can manually populate the Quote field whether the Auto-Assign Quotes checkbox is selected or not.
Enter, or use Lookup to select, the quote type code for this quote line. You establish quote type codes and descriptions in the Quote Types screen in Costpoint Procurement Planning. This is a required field.
Enter the number of the quote line that contains the item. If a Quote exists, this field will default with the appropriate value when you close this subtask and save the record.
This field displays the item's unit of measure for the quote line. If the unit of measure on the quote line is different than the standard/provisional part's default unit of measure (in Costpoint Product Definition), the system determines whether the quote quantities and costs can be converted by searching for a matching unit of measure conversion in the Maintain Parts screen (for standard parts) or Units of Measure screen in Costpoint Product Definition (for both standard and provisional parts). If a matching conversion factor exists, the system will populate the Net Unit Cost (Part U/M) field and Quantity (Part U/M field) in the Material Cost Worksheet subtask with the converted cost and quantity, respectively. However, if no matching unit of measure conversion exists, an error will be returned. In this case, you must enter a matching unit of measure conversion in the Maintain Parts screen (for standard parts) or Units of Measure screen in Costpoint Product Definition (for both standard and provisional parts).
These fields default from the main screen table window for the selected item line, but you can change them. Each calculated value in the proposal quantity break field will default in the appropriate field in this group box.
Enter the quoted cost for the specified required quantity (for each value in the Quantity Break 1 - 5 fields).
Enter any additional fixed charges that will be added to the order of this item. The system will add this value to the line when it defaults to the Materials Cost Worksheet subtask.
Enter, or use Lookup to select, the assigned line charge type for this quote line. You establish charge type information in the PO Line Charge Types screen in Costpoint Purchasing.
This field stores the date the quote line was created. This field defaults with the system date when you enter a new line, but it can be changed.
This field stores the vendor lead time for the item as it appears for the quote line, but it can be changed.
This field displays the expiration date that the quote costs will expire for the item, but it can be changed.
This field displays the manufacturer ID for the part being quoted. If you entered an RFQ for the line, the manufacturer ID and manufacturer part will default with these fields' values from the RFQ line. If you entered only a vendor, the manufacturer ID and manufacturer part will default if the fields exist for the part in the Alternate Parts screen in Costpoint Product Definition and the Prefer Flag field is "Y." If a manufacturer/vendor combination exists for the item in the Alternate Parts screen and the Prefer Flag field is "N," you can use Lookup in this field to view the selections. You can enter manufacturers in the Manufacturers screen in Costpoint Product Definition.
These fields display the manufacturer part ID and revision number (if applicable) for the part being quoted. If you entered an RFQ for the line, the manufacturer part and manufacturer revision will default with these fields' values from the RFQ line. If you entered only a vendor, the manufacturer ID and manufacturer part will default if the fields exist for the part in the Alternate Parts screen in Costpoint Product Definition and the Prefer Flag field is "Y." If a manufacturer/ vendor combination exists for the item in the Alternate Parts screen and the Prefer Flag field is "N," you can use Lookup in this field to view the selections. This optional field is available in the Enter RFQs by Item or Enter RFQs by Vendor screens so that you can select other manufacturer parts previously entered in the Alternate Parts screen.
These fields display the vendor part ID and revision number (if applicable) for the part being quoted. If you entered an RFQ for the line, the vendor part will default with these fields' values from the RFQ line. The vendor part ID will also default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition (if the Prefer Flag field is "Y"), and you entered the vendor ID for this quote line. This optional field is available in the Enter RFQs by Item or Enter RFQs by Vendor screens so that you can select other vendor parts previously entered in the Alternate Parts screen.
Use this field to enter up to 254 alphanumeric characters of notes for the quote line.
This field displays the company ID assigned to the vendor part.
This field displays the vendor's Approval Code that was set in Accounting » Accounts Payable » Vendor Info » Approve Vendors. This is "A" if the vendor is approved, "N" if the vendor is not approved, or "P" if the vendor's approval status is pending.