Use this screen to generate Request for Quotes for items linked to proposals. In the Maintain PBOM Cost Estimates - Indented, Maintain PBOM Cost Estimates - Summarized, and Select RFQs from Proposals applications, you can select the items and vendors (i.e., item/vendor combination, or RFQ rows) from which RFQs will be generated. This application selects those item/vendor combination rows, groups the selected rows by proposal, vendor, and buyer, and creates the RFQ record and its lines. At the conclusion of the process, the program generates a report listing the RFQs that were generated. You can then print the RFQs from Costpoint Procurement Planning.
The settings in each group box are inclusive of the other settings in this screen. For example, if you select a range of proposal IDs in the Select Proposals group box (whose RFQ lines are to be processed), and then select only one vendor in the Select Vendors group box, if that vendor ID is not assigned to an RFQ line for the given proposal range, the message "No Rows can be found to be processed" will appear. Similarly, you can process only one RFQ line for a range of proposals by selecting the item and vendor in their respective group boxes.
Before running this application, select and save item/vendor rows for RFQs in the Maintain PBOM Cost Estimates - Indented, Maintain PBOM Cost Estimates - Summarized, and Select RFQs from Proposals applications, and then run the Compute Proposal Item Costs application. You must run the Compute Proposal Item Costs application before accessing any Proposal Item Costing or Request for Quotes application so that accurate data will display.
Use this group box to select a proposal or a range of proposals from which RFQ lines will be processed and created.
Select a range of proposal IDs to include in the RFQ creation process. The system-defined selections in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "One."
Enter, or use Lookup to select, the beginning proposal ID and revision from which the RFQ line(s) will be processed. You can also enter, or use Lookup to select, the revision number of the proposal, if applicable. This field is enabled only if you select "One," "Range" or "To End" in the Range Option drop-down box.
Enter, or use Lookup to select, the ending proposal ID and revision from which the RFQ line(s) will be processed. You can also enter, or use Lookup to select, the revision number of the proposal, if applicable. This field is enabled only if you select "Range" or "From Beginning" in the Range Option drop-down box.
Use this group box to have the system process only those proposals listed in the Select Proposals group box with a particular proposal status. For each proposal that is selected by the system, the proposal's status is compared to the status selections in this group box, and then matched for processing. You established the proposal status in the Maintain Proposal Master screen. The system will not process any RFQ line row with a proposal status that has not been selected in this group box. Select all checkboxes in this group box to have the system process all RFQ line rows, regardless of the proposal status.
If you select this checkbox, only those RFQ line rows with an "In-Process" proposal status will be included in the process.
If you select this checkbox, only those RFQ line rows with a "Submitted" proposal status will be included in the process.
If you select this checkbox, only those RFQ line rows with a "Completed" proposal status will be included in the process.
If you select this checkbox, only those RFQ line rows with a "Closed Awarded," "Closed Lost," and/or "Closed Not Submitted" proposal status will be included in the process.
Use this group box to select the vendor or range of vendors assigned to the RFQ lines that will be processed.
Select a range of vendor IDs to include in the RFQ creation process. The system-defined selections in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the beginning vendor ID from which the RFQ line(s) will be processed. This field is enabled only if you select "One," "Range" or "To End" in the Range Option drop-down box.
Enter, or use Lookup to select, the ending vendor ID from which the RFQ line(s) will be processed. This field is enabled only if you select "Range" or "From Beginning" from the Range Option drop-down box.
Use this group box to select the item or range of items assigned to the RFQ lines that will be processed.
Select a range of item IDs to include in the RFQ creation process. The system-defined selections in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, use Lookup (for standard parts), or use the Prov Part Lookup pushbutton (for provisional parts) to select, the beginning item ID from which the RFQ line(s) will be processed. You can also enter, or use Lookup to select, the revision number of the item, if applicable. This field is enabled only if you select "One," "Range" or "To End" in the Range Option drop-down box.
Enter, use Lookup (for standard parts), or use the Prov Part Lookup pushbutton (for provisional parts) to select, the ending item ID from which the RFQ line(s) will be processed. You can also enter, or use Lookup to select, the revision number of the item, if applicable. This field is enabled only if you select "Range" or "From Beginning" in the Range Option drop-down box.
Use this group box to select the buyer ID or range of buyer IDs assigned to the RFQ lines that will be processed.
Select a range of buyers to include in the RFQ creation process. The system-defined selections in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the beginning buyer ID from which the RFQ line(s) will be processed. This field is enabled only if you select "One," "Range" or "To End" in the Range Option drop-down box.
Enter, or use Lookup to select, the ending buyer ID from which the RFQ line(s) will be processed. This field is enabled only if you select "Range" or "From Beginning" in the Range Option drop-down box.
Enter the starting ID to be assigned to RFQs generated during this process. You can have RFQ IDs automatically assigned by selecting the Auto-Assign checkbox in the RFQ Settings screen in Costpoint Procurement Planning. You can also enter RFQ IDs for new lines in the Request for Quotes subtask of the Maintain PBOM Cost Estimates applications.
Select this pushbutton to look up a valid provisional part ID in the From and/or To fields in the Select Items group box. You can maintain provisional part data in the Maintain Provisional Parts screen in Costpoint Product Definition (or Costpoint Materials Estimating). Provisional part data is stored in a separate table from the standard part data that is established in the Part Master menu in Costpoint Product Definition.
After you populate this screen, you save the settings in this screen for future reference. To preview, print, or process the selections as they appear for this application, select the following options from the toolbar at the top of the screen:
Select this button to preview the report on your monitor without processing the application or printing a report on paper. This view is a trial run of the applicable RFQ line rows that will be processed by the application when you actually process or print.
Select this button to preview the report on paper without processing the application. This view is a trial run of the applicable RFQ line rows that will be processed by the application when you actually process or print. The report will be sorted by Proposal ID, Proposal Revision, and RFQ ID, with a page break for each new proposal.
Select this button on the toolbar to execute the application in accordance with the settings in this screen. Once the process has been completed, you cannot reverse it automatically.
Select this button on the toolbar to execute the application and print the report in accordance with the settings in this screen. The report will be sorted by Proposal ID, Proposal Revision, and RFQ ID, with a page break for each new proposal. Once the process has been completed, you cannot reverse it automatically.