This subtask displays all existing proposal item cost rows for the selected part in the main screen. The proposal item costs table stores the "this level" cost elements, while the proposal item detail table in the main screen stores the proposal cost elements for each breakpoint. The proposal total unit cost element represents the "this level" cost amount plus the rolled-up cost amounts from all of the part's PBOM components. If a part is not an assembly part (i.e., it does not have a PBOM row for this proposal), the "this level" cost and the total cost should usually be equal.
If any lines exist in the Materials Cost Worksheet or Other Cost Worksheet subtasks, you can add them to the table window in this screen (see the documentation for those subtasks for more information).
These fields default from the main screen.
These fields default from the main screen table window for the selected item line.
If you established lead time days for the item in the Part Lead Time subtask of the Planning Part Data screen in Costpoint Product Definition, that value will display in this field. Otherwise, this field will be blank or zero.
These fields default from the main screen table window for the selected item line. Each calculated value in the proposal quantity break field will default in the appropriate field in this group box.
Enter any additional fixed charges to be added to the estimated cost of this item. This cost amount does not change unit cost calculations but will change extended cost calculations. The fixed cost that you enter here will default for the part in the main screen.
Enter, or use Lookup to select, the line charge type code associated with the additional fixed unit cost. The description of the line charge type defaults in the field to the right. You establish line charge information in the Sales Order Line Charge Types screen in Costpoint Sales Order Entry.
This table window displays all existing proposal item cost rows for the selected part in the main screen. You can add, repeat, delete, and undelete new lines, but you can modify only certain columns, as specified below.
When the highest Minimum Quantity is less than or equal to the selected breakpoint quantity for the selected proposal item detail row (in the main screen), the This Level Total Unit Cost, Cost Source ID, and Cost Source Type fields default into the main screen table window when you save the record. You must run the Compute Proposal Item Costs application to calculate the other costs.
If any lines exist in the Materials Cost Worksheet or Other Cost Worksheet subtasks, you can add them to this subtask by changing the Add to Proposal Costs field to "Y" in the line's subtask and then saving the record. You cannot modify the line in this screen once it loads from the Materials Cost Worksheet or Other Cost Worksheet subtasks. Again, you must run the Compute Proposal Item Costs application to calculate the updated costs.
Enter the minimum quantity of items for which this cost exists. You cannot modify this field once the line is saved; however, you can delete the line.
This field displays the sum of the This Level Direct Unit Costs and This Level Burden Unit Costs columns. The value in this field is displayed in the This Level Total Unit Cost field in the main screen if the quantity for the proposal item cost row is less than or equal to the selected breakpoint quantity.
The system calculates this field by summing the following columns and does not include this level burden costs. This value is displayed in the This Level Direct Unit Cost field in the main screen table if the quantity for the proposal item cost row is less than or equal to the selected breakpoint quantity.
This Level Material Unit Cost Amount + This Level Labor Unit Cost Amount + This Level Subcontractor Unit Cost + This Level Misc1 Unit Cost + This Level Misc2 Unit Cost.
Enter the incremental material unit cost for the item at the specified quantity. Once you save the record and run the Compute Proposal Item Costs application, you cannot modify this field; however, you can delete the line or add a new line.
Enter the incremental labor unit cost for the item at the specified quantity. Once the record is saved, you cannot modify this field; however, you can delete the line or add a new line.
Enter the incremental subcontract unit cost for the item at the specified minimum quantity. You cannot modify this field; however, you can delete the line or add a new line.
Enter the incremental first miscellaneous unit cost for the item at the specified minimum quantity. Once the record is saved, you cannot modify this field; however, you can delete the line or add a new line.
Enter the incremental second miscellaneous unit cost for the item at the specified minimum quantity. Once the record is saved, you cannot modify this field; however, you can delete the line or add a new line.
The system calculates this field by multiplying the This Level Material Unit Cost for this line by the Material burden rate percentage in Burden subtask of the Maintain Proposal Master screen.
The system calculates this field by multiplying the This Level Labor Unit Cost for this line by the Labor burden rate percentage in the Burden subtask of the Maintain Proposal Master screen.
The system calculates this field by multiplying the This Level Subcontract Unit Cost for this line by the Subcontracts burden rate percentage in the Burden subtask of the Maintain Proposal Master screen.
The system calculates this field by multiplying the This Level Misc1 Unit Cost for this line by the Miscellaneous 1 burden rate percentage in the Burden subtask of the Maintain Proposal Master screen.
The system calculates this field by multiplying the This Level Misc2 Unit Cost for this line by the Miscellaneous 2 burden rate percentage in the Burden subtask of the Maintain Proposal Master screen.
Enter, or use Lookup to select, the cost source type for this proposal item cost line. You can modify the cost source type only if you have not saved the record. The cost source type description displays after you populate the Cost Source Type field. If you enter a value in the Minimum Quantity field, you must enter the Cost Source Type and Cost Source ID. You establish cost source types and descriptions in the ME Cost Source Types screen. However, if a row from another subtask has been added to this table window, the cost source type and description (along with the row's cost information) will display.
Enter the ID of the source for the line's cost information. You can modify the cost source ID only if you have not saved the record. This is an optional field, and used as a reference to indicate from where costs were calculated. For example, if the Cost Source Type for the line is "PO" (Purchase Order) and you would like to reference a purchase order in which the component part is already listed, enter that PO number as a reference in this field.
Enter the release number (if applicable) if there are one or more release numbers for the Cost Source ID. You can modify Cost Source Release only if you have not saved the record. This is an optional field, and used as a reference to indicate from where costs were calculated. It is typically used only to store PO release numbers. This field will default to "0" if left blank.
Enter the line number that applies from the cost source ID record. You can modify the cost source line number only if you have not saved the record. This is an optional field, and used as a reference to indicate from where costs were calculated. This field will default to "0" if left blank.
Enter, or use Lookup to select, the vendor ID that applies to the line's cost information. You can modify the vendor ID only if you have not saved the record. This is an optional field and is used as a reference.
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.
The vendor name displays after you have entered the vendor ID. This is an optional field and is used as a reference.
This field displays "Y" (Yes), "N" (No), or "P" (Preferred) for the item from the Appr field in the Assign Vendors screen in Costpoint Product Definition. This is an optional field and is used as a reference.
Enter, or use Lookup to select, the vendor's order address code that applies to the line's cost information. Once you enter a Vendor ID, this field will default with the address code whose Ord Addr field is "D" (Default) in the Maintain Vendors screen in Costpoint Procurement Planning or Costpoint Purchasing. You can change the vendor address code to any other valid order address for that vendor only for new lines or if you have not saved the record. This is an optional field and is used as a reference.
Enter, or use Lookup to select, the project ID that applies to the line's cost information. You can modify the project ID only if you have not saved the record. This is an optional field and is used as a reference.
Enter up to 254 alphanumeric characters of notes associated with the line's cost information. You can modify this field at any time, and it is used as a reference.
This field displays the date on which the order or quote was created from an MO, PO, or quote. When you add lines, it defaults to the current system date. This field is the same as the Cost Date field in the main screen for the proposal selected quantity breakpoint.
This field automatically populates with the ID of the user who entered the line's cost information.
This field automatically displays the date on which the line's cost information was entered and/or calculated. This field is updated each time you run the Compute Proposal Item Costs application.
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.