Use this application to view items linked to a proposal along with their subassemblies (i.e., PBOMs), and to manually select and/or load cost estimates. Use Find or Query to select a proposal, and the application will load all items (including components and subassemblies) used in that proposal. You can also select individual items, view cost information for that component, and select the cost information that you want copied over to the proposal for PBOM cost rollups. Use this screen to flag those items that you want to include on an RFQ, and specify which vendor is assigned to a specific RFQ. Additionally, you can record vendor quote information that is received while using this screen. You can maintain costs for different quantity breakpoints.
The Proposal Item Costs subtask stores the "this level" cost elements, while the table in the main screen stores the proposal cost elements for each breakpoint. The proposal 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.
Most of the maintenance activities that affect the proposal line item detail rows in the main screen table window are performed at the subtask level (there are 12 subtasks in this screen). The Auto-save function is enabled so that when you enter data in a subtask, select OK and then move from one row to another row in the main screen table window (or select the Load Costs pushbutton), all the data from the subtask is validated and saved. When you save cost information for a given row, the main screen table window may also need to be updated with new cost information, in which case you must run the Compute Proposal Item Costs application and then re-open the proposal record in this screen.
If you access a proposal record in this screen and an Engineering Change Notice exists for the end item, the ECN ID will appear as a warning.
Use the Maintain PBOM Cost Estimates - Indented and Maintain PBOM Cost Estimates - Summarized applications after processing proposal costs in the Compute Proposal Item Costs screen for the selected proposal ID.
When you use the Query or Find functions to select the proposal ID, these fields will default as they appear in the Maintain Proposal Master screen.
This field displays the status of the proposal record as it exists in the Maintain Proposal Master screen. Valid values are "IP" (In Process), "CM" (Completed), "SB" (Submitted), "CA" (Closed Awarded), "CL" (Closed Lost), and "CN" (Closed Not Submitted).
This field displays the Customer ID assigned to the proposal in the Maintain Proposal Master screen. The customer's name displays in the field to the right.
Select this checkbox to display all Make and Buy parts for the PBOM in the table window. If this checkbox is unselected, the table window will populate with Buy parts only.
Use the Load Proposal Item Costs for Quantity Break drop-down box and the Load Costs pushbutton to view existing cost information for a specific end item quantity breakpoint in this table window. When you initialize this screen (after processing proposal costs in the Compute Proposal Item Costs screen for the selected proposal ID), only the proposal costs for one quantity breakpoint (and all component costs applicable to that quantity breakpoint) are loaded in the table window; however, you can change the quantity breakpoint before or after selecting Find or Query in order to view these costs. If you select the quantity breakpoint before executing Find or Query, the cost loading logic will be handled when the indented PBOM is loaded. If you change the quantity breakpoint after loading a PBOM, you must select the Load Costs pushbutton. Selecting the Load Costs pushbutton will not reload the entire PBOM, rather only the cost data for the quantity breakpoint selected. First, the record is autosaved with all subtask data that was previously changed from the last row to ensure that all applicable proposal item cost rows are updated.
For each PBOM line where a proposal item row exists for that proposal, component part, and make/buy code, the system determines the unit cost of that line by summing up the cost elements for the selected breakpoint. If no matching proposal item row exists, the row’s proposal cost and cost source columns will be null.
All basic line functions (New, Insert, Repeat, Delete, Undelete) are disabled. The Subquery and Export functions are enabled. The table window is populated with an all-level indented PBOM explosion based on the settings in the PBOM Explosions group box in the Materials Estimating Settings screen, which define the component parts to be included when displaying and costing PBOM rows for a given proposal line. For example, if you did not select the Include Tooling Parts checkbox in the Materials Estimating Settings screen, component parts whose Component Type is "T" (Tooling), along with their lower-level components, will not be loaded into this table window. In a PBOM explosion, the system matches all assembly and component parts (PBOM line rows) for the PBOM with the proposal ID.
These fields display the item ID, revision number, and description as they appear on the PBOM line.
This field displays the Make or Buy status of the standard or provisional part as "M" (Make) or "B" (Buy) as it appears on the PBOM line. This setting defaults from the Maintain Parts screen (for standard parts) or Maintain Provisional Parts screen (for provisional parts).
This field displays as "P" (Part) if the item is a standard part, "R" (Provisional) if the item is a provisional part, "G" (Good) if the item is a good, or "S" (Service) if the item is a service.
This field displays the provisional part type as it appears on the PBOM line if the component part is a provisional part. This field will be blank for standard parts. You can establish provisional part types in the Maintain Provisional Part Types screen, and you can assign them in the Maintain Provisional Parts screen in Costpoint Product Definition.
This field displays the inventory unit of measure for the component part as it appears on the PBOM line. You assign the unit of measure in the Basic Part Data screen in Costpoint Product Definition (for standard parts) or from the Maintain Provisional Parts screen (for provisional parts).
If proposal costs exist for this proposal item row, this field will display "Y" (Yes), and the appropriate proposal cost fields will be populated.
This field displays the sum of the Proposal Direct Unit Cost and Proposal Burden Unit Cost columns.
The system calculates the Proposal Direct Unit Cost by summing each of the following unit cost amounts associated with the required breakpoint quantity:
material cost + labor cost + subcontract cost + miscellaneous 1 cost + miscellaneous 2 cost.
The system calculates the Proposal Burden Unit Cost by summing each of the following cost amounts and burden rates (as specified in the Burden subtask of the Maintain Proposal Master screen) for the proposal row's selected breakpoint:
(material cost * material burden rate) + (labor cost * labor burden rate) + (subcontract cost * subcontractor burden rate) + (miscellaneous 1 cost * miscellaneous 1 burden rate) + (miscellaneous 2 cost * miscellaneous 2 burden rate).
This amount represent the total unit cost multiplied by the total quantity required of this part for the selected proposal breakpoint. Any fixed costs associated with this part are added to this amount. The system calculates the Proposal Extended Cost by summing the following for the proposal row's selected breakpoint:
(Proposal Total Unit Cost * the quantity of this part required for the selected end item’s breakpoint quantity) + Fixed Cost
This field displays the type of the cost source (i.e., PO, MO, vendor quote) that was used to determine the unit costs for this part at this quantity breakpoint. You can view additional cost source details in the Proposal Item Costs subtask. You can establish cost source types and descriptions in the ME Cost Source Types screen.
This field displays the description of the cost source type (i.e., PO, MO, vendor quote) that was used to determine the unit costs for this part at this quantity breakpoint. You can view additional cost source details in the Proposal Item Costs subtask. You can establish cost source types and descriptions in the ME Cost Source Types screen.
This field displays the ID of the cost source (i.e., usually an order or quote number) that was used to determine the unit costs for this part at this quantity breakpoint. You can view additional cost source details in the Proposal Item Costs subtask.
These fields display the quantity breakpoint for each item by multiplying the part's End Item Quantity Per and the breakpoint quantity in this screen's header for each proposal quantity break field.
This field displays the available inventory of the part. This field is interchangeable with the Available Inventory field in the Inventory subtask.
This field displays the total cost of the item based on the required quantity of the part minus any available inventory, and is calculated as follows:
(Proposal Total Unit Cost * (the proposal quantity based on the selected breakpoint number - Available Component Inventory)) + Fixed Cost. If the result is less than zero, this field will display as zero.
This cost determines what the cost will be if the minimum or multiple lot size rules are met when the part is purchased or fabricated. This should not be used for subassemblies.
The Min/Mult Lot Extended Cost is calculated if
The part's Order Policy Type is "M" (you selected the "Min/Mult Lot Size" Policy Type and made entries in the Minimum/Multiple fields in the Order Policy group box in the Maintain Provisional Parts screen for provisional parts and the Planning Part Data screen in Costpoint Product Definition for standard parts);
The component part is a make part (where the Make/Buy status is "M") and is an assembly in a PBOM for this proposal, and;
The component is a buy part (where the Make/Buy status is "B") and the component type field is "B" (Buy with Components).
The table below outlines how the system calculates the Min/Mult Lot Extended Cost. If condition 1 above is true, then:
|
Minimum Lot Size Quantity |
Multiple Lot Size Quantity |
Min/Mult Lot Extended Cost is calculated as: |
|
Greater than or equal to the proposal quantity (based on the selected breakpoint number) - Available Component Inventory |
|
(Proposal Total Unit Cost * the part's minimum lot size quantity) + Fixed Cost |
|
Less than the proposal quantity (based on the selected breakpoint number) - Available Component Inventory |
Equal to 0 |
Equal to Net Required Extended Cost |
|
Less than the proposal quantity (based on the selected breakpoint number) - Available Component Inventory |
Greater than 0 |
Proposal Total Unit Cost * (the smallest multiple of the Multiple Lot Size quantity that is greater than or equal to the proposal quantity based on the selected breakpoint number - Available Component Inventory) + Fixed Cost |
This field defaults from the Fixed Cost field in the Proposal Item Costs subtask. This value represents the costs associated with a part regardless of the number of units ordered or built.
This field displays the rolled-up fixed costs for each level. The total fixed cost amount for the top level is cumulative.
This field displays the commodity code for the selected part from the Maintain Parts screen (for standard parts) or Maintain Provisional Parts screen (for provisional parts). Commodity codes are originally established in Costpoint Product Definition Controls.
This field displays the industry classification code for the selected part from the Maintain Parts screen (for standard parts) or Maintain Provisional Parts screen (for provisional parts). You can establish industry classification codes in the Product Definition Controls menu in Costpoint Product Definition.
This field displays "Y" (Yes) if the Always Quote checkbox is selected in the Planning Part Data screen in Costpoint Product Definition, which indicates that use of this part when estimating will always require quotes from vendors. This field will display "N" if the Always Quote checkbox is not selected.
These fields display the Minimum Lot Size and/or Multiple Lot Size based on the Policy Type in the Planning Part Data screen (for standard parts) in Costpoint Product Definition, or the Maintain Provisional Parts screen (for provisional parts) in Costpoint Product Definition or Materials Estimating.
This field displays "Y" (Yes) if the Common Stk checkbox is selected in the Planning Part Data screen in Costpoint Product Definition, which indicates that this part will not be tied to a particular project but ordered as part of a common pool of items. This field will display "N" if the Common Stk checkbox is not selected.
This field displays the component type code that was assigned to this component part in the Maintain Proposal BOM screen. Valid options are: "B" (Buy w/Comp), "S" (Standard), "P" (Phantom), "R" (Reference), "T" (Tool), and "D" (Deleted). You assigned the component type code to the part in Part Type drop-down box in the Basic Part Data screen (for regular parts) or the Maintain Provisional Parts screen (for provisional parts).
This field displays the release status of the component part as it appears in the Maintain Proposal BOM screen. If the component is a provisional part, this field will display "Provisional." However, if the component is a standard part, this field will default with its setting from the Maintain Parts screen with one of the following:
Estimating - This status indicates that the part will be used only for estimating purposes.
Obsolete - This status indicates that the part is obsolete.
Pre-Release - This status indicates that the part has not been officially released for use in production.
Released - Released parts can be used in all functions. This status indicates that the part can be used anywhere in the production process.
Phase-Out - This status indicates that the part is being phased out, but the quantity that currently exists can be used.
This field displays the date on which the proposal was last calculated. Each time a line is calculated in the Compute Proposal Item Costs screen, this field is updated.
This field displays the Procurement Type code from the Details subtask of the Maintain Proposal Master screen. Procurement type codes default for the RFQ that is generated from this proposal. You can establish procurement type codes in the Procurement Types screen in Costpoint Procurement Planning and Costpoint Purchasing.
This field displays up to 254 alphanumeric characters of notes about this item line as it appears in the Proposal Notes subtask of the Maintain Proposal Master screen.
Select this pushbutton to view and maintain proposal item cost rows for the selected part row.
Select this pushbutton to view a single-level listing of PBOM assemblies for the selected part/provisional part and make/buy code combination for that proposal.
Select this pushbutton to view all quote, purchase order line, PO line history, and vendor quote history information that exists for the selected part row.
Select this pushbutton to view all Manufacturing Order (MO), inventory, item cost, and project item cost information that exists for the selected part row. This pushbutton is disabled if the selected component part row is a provisional part.
Select this pushbutton to view all RFQ rows for the selected part row.
Select this pushbutton to add new vendor quotes for the selected part row.
Select this pushbutton to view all inventory rows for the selected item/component part row in the main screen. This pushbutton is disabled if the selected component part row is a provisional part.
Use this pushbutton to view all applicable primary routings for the selected part in the main screen. This pushbutton is disabled if the selected component part row is a provisional part.
Use this pushbutton to view the list of alternate parts by manufacturer and vendor for the selected component.
Use this pushbutton to view the substitute parts information for a selected component. This pushbutton is disabled if the selected component part row is a provisional part.
Select this pushbutton to view the preferred vendor(s) from which an individual item is purchased. This subtask also displays information regarding the assigned vendor(s) for the selected item. This pushbutton is disabled if the selected component part row is a provisional part.
Select this pushbutton to view all documents that are related to the selected component part line in the main screen.