This subtask displays all RFQ rows where the part is listed. When you enter and save RFQ lines for the part in the Enter RFQs by Item screen or Enter RFQs by Vendor screen in Costpoint Procurement Planning, those lines appear in this screen's table window, where you cannot delete or edit them. In this case, the RFQ Created field displays "Y" (Yes), indicating that the RFQ has been automatically created. This subtask also displays RFQ selection rows that have been created here or in the Select RFQs from Proposal screen and have already been turned into requisitions.
Similarly, this table window also displays those RFQ lines that have been selected, loaded, and saved in the RFQ Line Selections group box in the Select RFQs from Proposals screen. In this case, the line's RFQ Created field defaults to "N" (No), unless you have run the Create RFQs for Proposals application for the proposal, item, and vendor.
You can include standard parts, provisional parts, goods, and services in RFQ lines in this screen and the Select RFQ Lines from Proposals screen because you can link all four to a proposal, but only standard and provisional parts can be included in a PBOM. Only standard parts, goods, and services can be included on an RFQ in the Enter RFQs by Item screen; however, you can include provisional parts, standard parts, goods, and services on an RFQ in this screen or the Enter RFQs by Vendor screen.
These fields default from the main screen.
These fields default from the main screen table window for the selected item line.
The Procurement Type field displays the procurement type code that was entered for the RFQ. You can also enter the Procurement Type as a default 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 indicative number of required quotes default for the RFQ that is generated from this proposal. You can set up procurement type codes and a set number of required quotes in the Procurement Types screen in 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.
This table window displays all RFQ lines for the part from the Enter RFQs by Item screen or Enter RFQs by Vendor screen in Costpoint Procurement Planning, or from the RFQ Line Selections group box in the Select RFQs from Proposals screen. When you have selected lines in the RFQ Line Selections group box in the Select RFQs from Proposals screen but have not yet created them in the Create RFQs for Proposals application, you can edit them in this table window when the line's RFQ Created field displays "N" (No). However, once you have created a selected RFQ line (or entered and saved it in the Enter RFQs by Item or Enter RFQs by Vendor screen), the RFQ Created field displays a "Y" (Yes), the RFQ field displays the RFQ ID in which the line exists, and you cannot delete or change the line. Select the Load Vendors pushbutton to create RFQ selection rows based on the approved vendors for that part.
Similarly, you can add RFQ selection lines to this table window as well, and they will appear in the RFQ Line Selections group box in the Select RFQs from Proposals screen for the part when that proposal is selected. In order for RFQs to be created for proposals, the proposal must contain a valid Ship ID in the Details subtask of the Maintain Proposal Master screen.
These fields display the vendor ID and vendor name assigned to this RFQ line, respectively.
If the RFQ Created field is "N," then enter, or use Lookup to select, a vendor from a list of assigned vendors for this item. These columns are not accessible for provisional parts. You can assign vendors to parts in both the Maintain Parts screen and Assign Vendors screen in Costpoint Product Definition.
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) 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.
If the RFQ Created field is "N," enter, or use Lookup to select, the vendor's order address code in which the RFQ will be sent. This field displays the vendor's address code from the RFQ line if it is selected in the Enter RFQs by Item or Enter RFQs by Vendor screens. For new lines, if the vendor's Ord Addr field contains a "D" (default) in the Maintain Vendors screen, this address code will appear in this field.
If the RFQ Created field is "N," enter, or use Lookup to select, the buyer ID for this RFQ line. This is a required field, and loads from the Enter RFQs by Item, Enter RFQs by Vendor, or Select RFQs from Proposals screens. You can maintain buyer information in Costpoint Purchasing.
This field defaults with an "N" (No), and you can edit only select fields for the line. Also, if you have selected and saved the line in the Select RFQs from Proposals screen but have not yet created it in the Create RFQs for Proposals application, the line will appear in this table window, and the RFQ Created field will display "N" (No). However, once you have created a selected RFQ line (or entered and saved it in the Enter RFQs by Item or Enter RFQs by Vendor screen), the RFQ Created field displays "Y" (Yes), the RFQ field is populated, and you cannot delete or change the line.
This field displays the ID of the RFQ in which the line appears if the RFQ Created field is "Y" (Yes). This field will be blank if the RFQ Created field is "N" (No).
This field displays the line number in which the RFQ line will appear for the selected item/component part when RFQs are printed.
This field displays the status code of the RFQ line as it appears in the Enter RFQs by Item or Enter RFQs by Vendor screen in Costpoint Procurement Planning, and you can change this value only in either screen. Valid codes are "O" (Open), "C" (Closed), "P" (Pending), or "V" (Void).
This field displays the item's description.
This field displays the RFQ line's unit of measure. When you add a new line, this field will default with the item's default unit of measure. Otherwise, you can assign the unit of measure to the RFQ line when creating the RFQ.
These fields display the quantity breakpoint values for the item that the vendor is supposed to cost. If the line appears in the Enter RFQs by Item or Enter RFQ's by Vendor screens, you can adjust the quantity breakpoint values in those screens only in the Line Quantity Breakpoints subtask. A line appears in the Request for Quotes (i.e., the RFQ Created field is "Y") for each breakpoint quantity line in the Line Quantity Breakpoints subtask.
If the line displays in this table window (or in the RFQ Line Selections group box in the Select RFQs from Proposals screen) and the RFQ Created field is "N," you can adjust and save the quantity breakpoint value in either screen.
This field displays the manufacturer ID for the part that will be quoted. For new lines, 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." You can enter manufacturers in the Manufacturers screen in Costpoint Product Definition. This is an optional field in the Enter RFQs by Item or Enter RFQs by Vendor screens.
These fields display the manufacturer part ID and revision number (if applicable) for the part that will be quoted. For new lines, the manufacturer part and manufacturer revision 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." This optional field is available in the Enter RFQs by Item or Enter RFQs by Vendor screens so 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 that will be quoted. For new lines, the vendor part ID will default if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition (if the Prefer Flag field is "Y"), and the vendor ID is entered for this RFQ line. Also, the vendor part ID will default in this field if it is different from the manufacturer part ID in the Alternate Parts screen. This optional field is available in the Enter RFQs by Item or Enter RFQs by Vendor screens so you can select other vendor parts previously entered in the Alternate Parts screen.
This field displays any line notes associated with the RFQ line. You can enter up to 254 alphanumeric characters if the RFQ Created field is "N." If the RFQ Created flag is "Y," you can maintain line notes in the Enter RFQs by Item or Enter RFQ's by Vendor screens.
This field displays the company ID assigned to the vendor part.
Select this pushbutton to load all applicable vendor/item combination lines that exist in the Assign Vendors screen in Costpoint Product Definition. Only those lines will load where the Appr field is "Y" (vendor is approved) or "P" (preferred vendor) for the vendor(s) assigned to the item.
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.