Use this screen to add quote information from multiple vendors for one item. To create or add quotes, enter an item ID and then select the AutoLoad pushbutton to load any existing vendor quotes for the specified item. If any quote lines were created (and added to proposal costs) in the Add Vendor Quotes subtask in the Maintain PBOM Cost Estimates - Indented and Maintain PBOM Cost Estimates - Summarized screens in Costpoint Materials Estimating, they will also display in this screen. Similarly, any new quotes that were added in the Referenced Quotes subtask (whose Add Quote field is "Y") in the Requisition Processing or Requisition Processing by Line screens will appear in this screen.
Enter, or use Lookup to select, the item ID for which to create quotes. The description for this item is also displayed. This is a required field. Items, whether a part, good, or service, are established in Costpoint Product Definition. You can add provisional parts to quote records only in the Enter Quotes by Vendor screen.
This field displays the latest revision when a valid Item has been entered or selected. If you are using multiple part revisions, you can change this field to another revision.
This field displays the ordering unit of measure, for parts, or the unit of measure, for goods and services.
The item type is displayed identifying this item as a part, good, or service.
This field displays the commodity code assigned to the item.
This field displays the quote number, up to 10 alphanumeric characters, that is the unique identifier for this Request for Quote (RFQ). It is used throughout Costpoint to reference this RFQ. The quote number is incremented and automatically assigned only when you have selected the Auto-Assign Quotes checkbox in the RFQ Settings screen and entered a Last Quote ID. The system will increment the Last Quote ID in the RFQ Settings screen by one. You can skip this field when adding a new quote line. When you have entered all information and saved the line, the system will automatically assign the next available number. It will be displayed in the Vendor Quote field.
If you have not selected the Auto-Assign Quotes checkbox in the RFQ Settings screen, you must enter a quote ID before saving the new record. The system will not store the last number used, so you must track the quote numbers in your own log. This is a required field.
Enter, or use Lookup to select, a valid vendor. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved." If the vendor has an Approval Code of "Pending," you will receive a warning. Enter vendors in the Maintain Vendors screen. This is a required field.
This field displays the associated vendor name for the selected vendor ID.
This field displays the system identifier of a line on the quote. It is a sequential number assigned by the system to track the line items of the quote.
Enter, or use Lookup to select, a valid unit of measure for the item for which you are requesting a quote.
Enter the minimum quantity of the quoted item that the vendor is willing to sell in one order.
This field displays the transaction currency code that is specified for the quote in the Exchange Rates subtask. All amounts on this screen will be in terms of this currency, unless the field is denoted with Func Curr (functional currency).
Enter the default gross unit cost for the selected item.
Enter the default volume discount for the selected item.
This field displays the default net unit cost, or you can enter the unit cost calculated from the gross unit cost and volume discount.
This field displays the default gross unit cost of the item in functional currency. This field is calculated as Default Gross Unit Cost x Trans to Func rate in the Exchange Rates subtask.
This field displays the default net unit cost of the item in functional currency. This field is calculated as Default Net Unit Cost x Trans to Func rate in the Exchange Rates subtask.
Enter the ship ID of the location to which the quoted item is to be delivered.
Enter, or use Lookup to select, the manufacturer ID for the item to be quoted. The manufacturer will default when the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition. Establish manufacturers in Costpoint Product Definition.
Enter, or use Lookup to select, the manufacturer part number for the part to be quoted. The default manufacturer part number will be displayed if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter the revision for the manufacturer part to be quoted. The default manufacturer part's revision will be displayed if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter, or use Lookup to select, the vendor part for the part to be quoted. The default vendor part will be displayed if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition. Lookup will display those vendors previously entered in the Vendor Info menu in either Costpoint Procurement Planning or Purchasing.
Enter the revision for the vendor part to be quoted. The default vendor part's revision will be displayed if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter, or use Lookup to select, the project ID for which this quote is being prepared. Establish Projects in the Maintain Project Master screen of Costpoint Project Setup.
Enter, or use Lookup to select, the project abbreviation for which this quote is being prepared.
Enter the status for the quote line. Valid options are:
O - Open. This line is valid and has not expired.
C - Closed. This line has expired or is no longer valid.
Enter the RFQ ID to which this quote is in response.
Enter the line number of the RFQ to which this quote is in response.
Enter "Y" to add the manufacturer and vendor part number data to the Alternate Parts table.
Select this pushbutton to enter default data associated with this quote.
Select this pushbutton to set up various breakpoint quantities for this quote line.
Select this pushbutton to set up additional charges for a line item.
Use this pushbutton to enter text about this quote line.
Use this pushbutton to open the Exchange Rates subtask.
Use this pushbutton to load all existing quotes for the entered item. To create or add quotes for a specified item, enter an Item ID and select this pushbutton.