Use this subtask to assign documents to the Request for Quote by Vendor header. These documents may be pre-established within the Product Definition module or added on the fly by request for quote. Use this subtask at any time to assign documents to the request for quote.
This non-editable field defaults from the main screen.
Check this box if this is document is a reference document attached to the request for quote (i.e., the document doesn’t exist as a record in the Maintain Documents screen). If this box is not checked you are required to input a valid document established in the Maintain Documents screen in the Product Definition module.
Enter, or use 
to select, the document to associate
with this request for quote. If you have not selected the Reference Document
checkbox, the document must already be established in the Maintain/Release
Documents screens in Product Definition or Bills of Material modules.
Enter, or use to select, the revision of the document
associated with this request for quote. If you have not selected the Reference
Document checkbox, the document must already be established in the Maintain/Release
Documents screens in Product Definition or Bills of Material modules.
A revision
is also not required if multiple revisions are not supported in the Corporate
Product Definition Settings screen.
Enter, or use to select the document type to associate
with this request for quote. If
you have not selected the Reference Document checkbox, the document must
already be established in the Maintain/Release Documents screens in Product
Definition or Bills of Material modules.
For a reference document, enter the name of document being attached to this request for quote. If the document is already established in the Maintain/Release Documents screens in Product Definition or Bills of Material modules, the name defaults in.
For Reference documents, enter up to 254 alphanumeric characters to indicate where this document is stored on the network. You can also select the Browse button to access this document from within Costpoint. Make sure the entire directory path is loaded, including the full server, volume name, and file name.
Deltek recommends against using network drive letters unless all potential Costpoint users have this file location mapped to the same drive letter. If the document is already established in the Maintain/Release Documents screens in Product Definition or Bills of Material modules, the location defaults in.
When you have listed the file, click the Launch pushbutton to view the file.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the status of the document displays here. The system-defined options are "Unreleased," "Released," or "Obsolete."
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the document size displays here.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the document media code displays here.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the document CAGE (Contractor and Government Entity) code displays here.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the number of sheets for the document displays here.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the document assigned organization displays here.
If the document is a pre-established document in Product Definition or Bills of Material (that is, it is not a Reference Document), the maintenance group displays here.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), and a pending engineering change notice has been linked to this document, it displays here.
If the document is a pre-established document in Product Definition or Bills of Material (i.e., it is not a Reference Document), the last engineering change notice associated with this document displays here. You can access engineering change notice information in the Engineering Change Notices module.
Click this button to look up a document by network location.
Click this button to access the document indicated in the selected line item. Make sure the entire directory path is loaded, including full server and volume name and file name in the Location column.
Deltek recommends against using network drive letters in the Location field unless all potential Costpoint users have this file network location mapped to the same drive letter.