Use this screen to enter quote information for one or more items or miscellaneous line types for a specified vendor. You can associate a quote by vendor with a specified RFQ.
To associate the information you enter into this screen with a specified RFQ, you must have already entered an RFQ in the Enter RFQs by Vendor screen, or created one in the Create RFQs for Proposals screen in Costpoint Materials Estimating. If you created any quote lines (and added them to proposal costs) in the Add Vendor Quotes subtask of the Maintain PBOM Cost Estimates - Indented and Maintain PBOM Cost Estimates - Summarized screens in 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.
Use this screen whenever you need a vendor quote for multiple items.
This field displays the vendor quote number, up to 10 alphanumeric characters, that is the unique identifier for this quote. It will be used throughout Costpoint to reference this quote. The RFQ number will be 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 data and saved the line, the system will automatically assign the next available number. It will be displayed in this 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, the vendor ID for this quote. The vendor name and vendor location will display. 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. Establish vendors in the Maintain Vendors screen.
Enter, or use Lookup to select, the Request for Quote (RFQ) ID for which this quote is being prepared. The RFQ must already have been entered in the Enter RFQs by Vendor screen, or created in the Create RFQs for Proposals screen in Costpoint Materials Estimating. This field is optional.
Select the status for the quote line. The selections are:
Open - This quote is valid and has not expired.
Closed - This quote has expired or is no longer valid.
Enter the date the quote was prepared or received.
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 last date on which the information in this quote will be valid.
Enter the number of days the vendor will consider this quote valid from the Quote Date. The system will automatically calculate this data if you have entered the Expiration Date.
Enter, or use Lookup to select, the quote type code that defines how this quote was received; for example: "Verbal," "Written Proposal," etc. Quote types are established in the Quote Types screen.
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, the item for which quotes are created. Use the Lookup Prov Part pushbutton to select a provisional part in this field. Items, whether they are a part, good, service or provisional part, 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 if applicable, of the Item. You can modify this field.
This field displays the line type for the item specified. The system defined line types are part, good, service, or miscellaneous.
Enter, or use Lookup to select, the line charge type to be quoted by the vendor for miscellaneous lines. You must make an entry in this field if an Item ID is not loaded.
This field displays the description of the Item entered and can be modified. The description will not override the Item table description.
This field displays the commodity code of the item to be quoted by the vendor. The item's commodity code will default and can be maintained in the Product Definition Controls menu in Costpoint Product Definition.
This field displays the ordering unit of measure, if a part, or the standard unit of measure, for goods and services.
Enter, or use Lookup to select, a valid unit of measure that the vendor used when quoting this item.
Enter the default gross unit cost quote for the selected item.
Enter the default volume unit discount amount for the quoted item.
Enter the default net unit cost amount for the quoted item.
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 minimum quantity of the quoted item that the vendor would be willing to sell in one order.
Enter, or use Lookup to select, the manufacturer ID for the item to be quoted. The manufacturer will default if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition.
Enter the manufacturer part number for the part to be quoted. The manufacturer part number will default if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition. You can use Lookup to select other manufacturer parts previously entered in the Alternate Parts screen.
Enter the revision for the manufacturer part to be quoted. The manufacturer part's revision will default 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 vendor part will default if the part/vendor combination exists in the Alternate Parts screen in Costpoint Product Definition. You can use Lookup to select other vendor parts previously entered in the Alternate Parts screen.
Enter the revision for the vendor part to be quoted. The vendor part's revision will default if the part/vendor combination exists in the Alternate Parts screen Costpoint Product Definition.
Enter the status for the quote line. Valid options are:
O - Open. This status means that this line is valid and has not expired.
C - Closed. This status means that this line has expired or is no longer valid.
Enter, or use Lookup to select, the project ID for which the quote is being created.
Enter, or use Lookup to select, the project abbreviation for which the quote is being created.
Enter the Defense Priority Acquisition System (DPAS) or internal priority code to be assigned to this quote. If you have assigned a priority code to the project ID entered, it will display here and can be changed.
Enter, or use Lookup to select, the ship ID to which the selected items are to be delivered.
Enter the line number of the original RFQ from which this quote line originated. This is not a required field.
This field displays the proposal line number if it was entered in the original RFQ. This is not a required field.
This field displays the requisition line number if the quote was created in the Requisition Processing screen.
Enter "Y" (Yes) to add the manufacturer and vendor part number data to the Alternate Part table.
This field displays "Y" (Yes) or "N" (No) to indicate whether or not the item is a provisional part.
Select this pushbutton to enter default information 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.
Select this pushbutton to enter text about this quote line.
Use this pushbutton to open the Exchange Rates subtask.
After placing your cursor in the Item field, select this pushbutton to lookup a provisional part ID.
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 the AutoLoad pushbutton.