Use this subtask to add new quotes to the selected part row. When you first enter this screen, the table window will not be populated, but you can use 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 can establish procurement type codes and a set number of required quotes in the Procurement Types screen in Costpoint Procurement Planning and 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 to this table window, populate the appropriate fields (as outlined below), and save the record, the quote line will default to the table window in the Materials Cost Worksheet subtask and the Proposal Item Costs subtask, 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 selected the Auto-Assign Quotes checkbox in the RFQ Settings screen in Costpoint Procurement Planning, leave the Quote field blank and the system will assign the next sequential quote ID. However, you can manually populate the Quote field even if the Auto-Assign Quotes checkbox is selected.
When you start a new line, this field defaults to "Y" (Yes) to indicate that the quote line will default to the Proposal Item Costs subtask table window when you save the screen. The costs for each quote line will also load into the Materials Cost Worksheet subtask, regardless of whether this field is "N" (No) or "Y" (Yes). One row will be generated for each breakpoint quantity/cost combination that appears for the line.
Enter, or use Lookup to select, the RFQ ID in which the vendor quote is a response for the selected item. If you select Lookup, only those RFQ IDs whose Status is "O" (Open) or "P" (Pending) in the Request for Quotes subtask will display. 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 in the Request for Quotes menu.
After 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 the vendor approval code if the vendor is assigned to the part in the Maintain Parts screen and Assign Vendors screen in Costpoint Product Definition.
If the RFQ field is populated, 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.
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 from the warning message, and the RFQ line will load. Once you have populated the appropriate fields, the Add to Proposal Costs field is "Y," and you have saved the record, the assigned quote ID will load into the table windows of the Materials Cost Worksheet subtask and the Proposal Item Cost subtask. If you select the OK pushbutton at the bottom of the screen, the quote line's information will load, and you will return to the main screen. You can edit the line before saving the record. Moreover, you can access the quote line in the Enter Quotes by Item and/or the Enter Quotes by Vendor screens in Costpoint Procurement Planning. If you selected the Auto-Assign Quotes checkbox in the RFQ Settings screen in Costpoint Procurement Planning, leave the quote field blank and the system will assign the next sequential quote ID. However, you can manually populate the Quote field even if the Auto-Assign Quotes checkbox is selected.
Enter, or use Lookup to select, the quote type code for this quote line. You can establish quote type codes and descriptions in the Quote Types screen in the Requisition Controls menu in Costpoint Procurement Planning. This is a required field.
Enter the quote line number for the item on the quote. If a quote exists when you populate the line, this field will default with the appropriate value once you select OK or 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 Materials 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 can be changed. 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 can establish charge type information in the PO Line Charge Types screen in Costpoint Purchasing.
This field displays the date the quote line will be considered created. This field defaults with the system date when you enter a new line, but you can change it.
This field displays the vendor lead time for the item as it appears for the quote line, but you can change it.
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 enter an RFQ for the line, the manufacturer ID will default with this field's value from the RFQ line. If you enter only a Vendor, the manufacturer ID will default if the field exists 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 establish 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 enter an RFQ for the line, the manufacturer part and manufacturer revision will default with these fields' values from the RFQ line. If you enter only a Vendor, the manufacturer ID and 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." 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, where you can use it 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, where you can use it 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.