Use the Print PBOM Exception Report to print a list of items required in a proposal, including the components in that proposal's bills of material, that lack detailed cost information or refer to expired vendor quotes. Select a proposal to print, and then select which types of items to search for in the proposal. You can also select the exception conditions for which the application should check.
Use this group box to customize the primary sorting criteria of the report.
Select this radio button to sort the report by make/buy code and item ID.
Select this radio button to sort the report by item ID.
Select this radio button to sort the report by commodity code and item ID.
Select the applicable checkboxes in this group box to indicate which items to include in the report from the given proposal.
Select this checkbox to include all "Buy" type parts in the report. Costpoint searches the proposal's item detail rows for parts whose Make/Buy status is "B" and whose Item Type is "P" (Part).
Select this checkbox to include all "Make" type parts in the report. Costpoint searches the proposal's item detail rows for parts whose Make/Buy status is "M" and whose Item Type is "P" (Part).
Select this checkbox to include all provisional parts in the report. Costpoint searches the proposal's item detail rows for parts whose Provisional Part field is "Y" (Yes).
Select this checkbox to include all services in the report. Costpoint searches for the proposal's item detail rows where the Item Type is "S."
Select this checkbox to include all goods in the report. Costpoint searches for the proposal's item detail rows where the Item Type is "G."
Enter, or use Lookup to select, the ID and revision, if applicable, of the proposal in which Costpoint should search for items based on the selections in the Include group box, Select Items group box and Exceptions group box. The proposal description will default once you have entered the Proposal ID.
Use this group box to select the item or range of items that Costpoint should search for based on the proposal ID and the selections in the Include and Exceptions group boxes, respectively.
Select a range of item IDs to search for from the proposal. 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 Lookup Prov Part pushbutton (for provisional parts) to select, the beginning item ID that Costpoint will search for from the proposal ID. You can also enter, or use Lookup to select, the revision number of the item, if applicable. This field is enabled only when you select "One," "Range" or "To End" in the Range Option drop-down box.
Enter, use Lookup (for standard parts) or use the Lookup Prov Part pushbutton (for provisional parts) to select, the ending item ID that Costpoint will search for from the proposal ID. You can also enter, or use Lookup to select, the revision number of the item, if applicable. This field is enabled only when you select "Range" or "From Beginning" from the Range Option drop-down box.
Exception conditions determine which items will be printed from the proposal's item detail rows. An item that refers to the selected proposal/revision must meet at least one of the criteria selected in this group box. If a given item and make/buy code combination meets two or more of the selected criteria, the item will appear only once on the report.
Select this checkbox to include proposal item detail rows where the sum of the proposal total unit cost for each breakpoint quantity is null or zero. For example, if an item in a proposal row has one of five breakpoint quantities that is zero, and the other four breakpoint quantities are greater than zero, the item will print on the report if the sum of each breakpoint quantity multiplied by the proposal total unit cost is zero.
Select this checkbox to include items with expired vendor quotes on the report. Selecting this checkbox enables the Quote Expiration Cutoff Date field. All applicable items will print on the report if the proposal item detail rows have a proposal item cost where the cost source is "QT" (Quote) and the quote expiration date is earlier than the date in the Quote Expiration Cutoff Date field.
Enter the cutoff quote expiration date for expired quotes. This field is enabled only if you selected the Include Expired Vendor Quotes checkbox. Costpoint will include items on the report in which the quote expiration date is earlier than the date in this field.
Select this checkbox to include standard and provisional parts in the report whose Always-Quote field is "Y" (Yes) for the proposal item detail row, and where no proposal item cost exists for rows with a "QT" (Quote) cost source type.
Select this checkbox to include assembly parts (both standard and provisional) with a PBOM Status of "U" (Unfirmed).
Select this checkbox to include items that are not listed either as end items or as PBOM components for this proposal.
Select this checkbox to include items that have quotes for which the vendor's Approval Code (set in Accounting » Accounts Payable » Vendor Info » Approve Vendors) is "Not Approved" or "Pending."
Select this checkbox to include items that have quotes for which the vendor is flagged as a payroll vendor.
Select this checkbox to include items that have quotes for which the vendor's Vendor Status for PO (set in Accounting » Accounts Payable » Vendor Info » Maintain Vendors) is "On Hold" or "Give Warning."
Select this pushbutton to view a list of existing provisional parts. This pushbutton is enabled when you place the cursor in the From or To fields in the Select Items group box. Establish provisional parts in either Costpoint Product Definition or Materials Estimating.