MANAGE PROPOSAL BOM COST ESTIMATES - INDENTED

Use this screen to view proposal parts with their subassemblies and components, and to manually select and load cost estimates. Use or to select an assembly (including end items) in a proposal, and the screen loads with all proposal bill of material (PBOM) rows for that end item in an indented BOM format. Once it is loaded, you can select component lines, and then:

• View cost information about the components

• Select cost information to copy to the proposal for PBOM cost rollups

• Flag components to include on a request for quotes (RFQ)

• Specify which vendor is assigned to an RFQ

• Add vendor quote information as it becomes available

• Manually maintain costs for different quantity breakpoints

This screen can show only one PBOM at a time. If a proposal includes multiple end items with different PBOMs, and you want to see all the items linked to that proposal, use the Manage Proposal BOM Cost Estimates - Summarized screen.

The Proposal Item Costs subtask stores "this level" cost elements, while the main screen table window lists the proposal cost elements for each breakpoint. The proposal cost element represents the "this level" cost amount plus the rolled-up cost amounts from all of the part's PBOM components. If a part is not an assembly part (that is, it does not have a PBOM row for this proposal), the "this level" cost and the total cost should usually be equal.

Run the Compute Proposal Item Costs process whenever you modify a proposal or PBOM, so that the appropriate cost modifications roll up the new costs. When you recalculate, the Last Costed Date/Time  field on the Manage Proposals screen is updated for this proposal ID.

Most of the maintenance activities that affect the proposal line item detail rows in the table window are performed within subtasks. The Auto-save function is enabled so that when you enter data in a subtask, click OK, and move to another row in the main screen table window (or click Load Costs), all the data from the subtask is validated and saved.

When you save cost information for a row, you may need to update the table window with the new cost information. In this case, run the Compute Proposal Item Costs process, then re-open the proposal record on this screen.

If you access a proposal record on this screen and an Engineering Change Notice (ECN) exists for the assembly, the ECN ID displays as a warning.

Use both this screen and the Manage Proposal BOM Cost Estimates - Summarized screen after processing proposal costs on the Compute Proposal Item Costs screen for the selected proposal ID.

Location

Identification

Proposal, Rev, Assembly, Rev

Use or to select a proposal and assembly combination. The proposal ID, proposal revision, proposal description, assembly, assembly revision, and assembly description display from the Manage Proposals screen.

Load Proposal Item Costs for Quantity Breakpoint, Quantity

These fields determine the quantity breakpoint level of cost information that displays in the table window. The default breakpoint level is 1. The breakpoint quantity for the item at this level displays in the Quantity field. To view cost information for a different end-item quantity breakpoint level, select another level from the drop-down list. (You can do this before or after selecting a Proposal.)

If you were already viewing cost information for a proposal when you modified the breakpoint level, click Load Costs to load the cost information for the new level. If you used subtasks to modify cost data for the currently displayed breakpoint level, Costpoint saves the modifications before loading the component costs for the newly selected breakpoint level.

For each PBOM line that has a proposal item row for that proposal, component part, and make/buy code, Costpoint determines the unit cost of that line by summing the cost elements for the selected breakpoint. If no matching proposal item row exists, the row's proposal cost and cost source fields are null.

Table Window

All basic line functions (New, Insert, Repeat, Delete, Undelete) are disabled; Query is enabled. The table window displays an all-level indented PBOM explosion based on the settings in the PBOM Explosions group box on the Configure Materials Estimating Settings screen, which defines the component parts to include when displaying and costing PBOM rows for a proposal line. For example, if you did not select the Include Tooling Parts check box on the Configure Materials Estimating Settings screen, component parts that have a Component Type of T (Tooling), along with their lower-level components, do not load into this table window. In a PBOM explosion, the system matches all assembly and component parts (PBOM line rows) for the PBOM with the proposal ID.

Columns labeled This Level Unit Cost represent the incremental costs that are incurred when building a part, excluding the costs of that part's components and subassembly parts. Columns labeled Proposal Unit Cost include both the cost of building a part and all component and subassembly part costs. Changing the This Level costs on this screen does not modify the proposal costs for the part. You must run Compute Proposal Item Costs to calculate proposal costs.

Level

This field displays the levels at which each component exists below the specified end item. For example:

• On the Manage Proposal Bills of Material screen, assembly part A contains the component parts B1 and B2. This is the first level.

• Component part B1 is also listed as an assembly part in a separate PBOM, and consists of the component parts C1 and C2. This is the second level.

• Part C1 is listed as an assembly part in yet another PBOM, and consists of the component parts D1 and D2. This is the third level.

After all levels display for each subsequent component part, the table window displays the next component part for the level. To continue the example, component part B2 (at the first level for assembly part A) is also listed as an assembly part in a separate PBOM, and consists of the component parts C3 and C4. This is the second level. Component part C3 is listed as an assembly part in still another PBOM, and consists of component parts D3 and D4 at the third level, and so on. This means that the table window was loaded with an all-level indented PBOM explosion.

In addition, the Indented BOM Sort field displays a sequence number that reflects the order of the rows in the PBOM. This provides a way to re-sort the rows in the original indented BOM sequence.

Line

This field displays the line number for the component part from the PBOM line row, based on the level at which this component is implemented.

Find No

This field displays the drawing find number for this PBOM component line, based on the level at which this component is implemented.

Part, Rev, Component Description

These fields display the component part ID, revision number, and description from the PBOM line.

Provisional Part Type

This field displays the provisional part type from the PBOM line if the component part is a provisional part. This field is blank for standard parts. Establish provisional part types on the Manage Provisional Part Types screen, and assign them on the Manage Provisional Parts screen.

U/M

This field displays the inventory unit of measure for the component part from the PBOM line. Assign the unit of measure for the item on the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts).

Make/Buy

This field displays M (Make) or B (Buy) to indicate whether you make this part or buy it. This setting defaults from the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts).

PBOM Line Quantity

This field displays the component part's quantity from the PBOM line. This value represents the quantity of the component that is required to build the next-level parent part.

Breakpoint Quantity

This field displays the quantity being proposed for the proposal quantity breakpoint selected in the header part.

End Item Qty Per

If clear the Include Scrap and Yield Factors check box on the Configure Materials Estimating Settings screen, and the Quantity Type is A (Per Assembly) for the PBOM line, the system calculates the End Item Qty Per by multiplying the component's quantity by the figure in the End Item Qty Per field for the parent part at the next level. The value in this field represents the quantity of this part needed to build one end item. If the Qty Type is O, the component's quantity displays in this field.

If you selected the Include Scrap and Yield Factors check box, the End Item Qty Per is calculated as described above, then multiplied by (1 + the PBOM line's scrap percentage for the component) and divided by the yield percentage for the component part. If the resulting quantity is not a whole number, and if the part's unit of measure is EA (Each), the quantity is increased to the next whole number.

Proposal Costs Exist

If proposal costs exist for this proposal item row, this field displays Y (Yes), and the appropriate proposal cost fields are populated.

Proposal Total Unit Cost

This field displays the sum of the Proposal Direct Unit Cost and Proposal Burden Unit Cost.

Proposal Direct Unit Cost

The system calculates this field by summing the following unit cost amounts associated with the required breakpoint quantity:

Material Cost + Labor Cost + Subcontract Cost + Miscellaneous 1 Cost + Miscellaneous 2 Cost

Proposal Burden Unit Cost

The system calculates this field by summing the following cost amounts and burden rates (as specified on the Manage Proposals screen) for the proposal row's selected breakpoint:

(Material Cost * Material Burden Rate) + (Labor Cost * Labor Burden Rate) + (Subcontract Cost * Subcontractor Burden Rate) + (Miscellaneous 1 Cost * Miscellaneous 1 Burden Rate) + (Miscellaneous 2 Cost * Miscellaneous 2 Burden Rate)

PBOM Line Extended Cost

This amount represents the Proposal Total Unit Cost multiplied by the PBOM line's Quantity. The Fixed Cost associated with this part, if any, is added to this amount.

Proposal Extended Cost

This amount represents the Proposal Total Unit Cost multiplied by the total quantity of this part that is required for the selected proposal breakpoint. The Fixed Cost associated with this part, if any, is added to this amount.

This-Level Total Unit Cost

This amount represents the incremental unit costs associated with making this part, excluding the costs of its components and subassemblies. For parts with no components, this equals the total unit cost of the part. This field is the sum of the This Level Direct Unit Costs and This Level Burden Unit Costs fields.

This-Level Direct Unit Cost

This amount cost represents the incremental direct unit costs associated with making this part, excluding the costs of its components and subassemblies. For parts with no components, this equals the total unit cost of the part. The system calculates this field by summing the following columns from the Proposal Item Costs subtask for the proposal row's selected breakpoint quantity:

This Level Material Unit Cost Amount + This Level Labor Unit Cost Amount + This Level Subcontractor Unit Cost Amount + This Level Miscellaneous 1 Unit Cost Amount + This Level Miscellaneous 2 Unit Cost Amount

This Level Burden Unit Cost

This amount represents the incremental burden unit costs associated with making this part, excluding the costs of its components and subassemblies. For parts with no components, this equals the total unit cost of the part. The system calculates this field by summing the following cost amounts (from the Proposal Item Costs subtask) and burden rates (from the Manage Proposals screen) for the proposal row:

(This Level Material Unit Cost Amount * material burden rate) + (This Level Labor Unit Cost Amount * labor burden rate) + (This Level Subcontractor Unit Cost Amount * subcontractor burden rate) + (This Level Miscellaneous 1 Unit Cost Amount * miscellaneous 1 burden rate) + (This Level Miscellaneous 2 Unit Cost Amount * miscellaneous 2 burden rate)

Cost Source Number

This field displays the ID of the cost source (usually an order or quote number) that was used to determine the unit costs for this part at this quantity breakpoint. View additional cost source details in the Proposal Item Costs subtask.

Cost Source Type

This field displays the type of the cost source (for example, a purchase order or vendor quote) that was used to determine the unit costs for this part at this quantity breakpoint. Establish cost source types and descriptions on the Manage Materials Estimating Cost Source Types screen.

Cost Source Type Description

This field displays the description of the Cost Source Type.

Proposal Qty Breakpoint 1 to 5

These fields display the quantity breakpoint for each by multiplying the part's End Item Qty Per by the breakpoint Quantity (on this screen's header) for each proposal quantity break field.

Available Inventory Qty

This field displays the available inventory of the part. This field defaults from the Available Inventory field in the Inventory subtask. Enter the available inventory to be allocated for costing purposes.

Net Required Extended Cost

This field displays the total cost of the item. It is calculated as follows:

Proposal Total Unit Cost * (proposal quantity based on the selected breakpoint number - Available Inventory) + Fixed Cost

If the result is less than zero, this field displays zero.

Min/Mult Lot Extended Cost

This value determines the cost if you meet the minimum or multiple lot size rules when buying or making the part.

Do not use this field for subassemblies.

The Min/Mult Lot Extended Cost is calculated if:

• The part's order policy type is M, because you selected Min/Mult Lot Size in the Policy Type field and made entries in the Minimum and Multiple fields in the Order Policy group box of the Planning subtask on the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts), and

• The component part's Make/Buy status is M and is an assembly in a PBOM for this proposal, and

• The component itself has a Make/Buy status of B and the component Type field is B (Buy with Components).

The following table outlines the conditions for calculating the Min/Mult Lot Extended Cost. If the 1st condition above is true, then:

Fixed Cost

This field defaults from the Fixed Cost field in the Proposal Item Costs subtask. It represents the costs associated with a part, regardless of the number of units ordered or built.

Total Fixed Cost

This field displays the rolled-up fixed costs for each level. The total fixed cost amount for the top level is cumulative.

Always Quote

This field displays Y (Yes) if the Always Quote check box is selected on the Manage Parts screen. This indicates that vendor quotes are required when you use this part for estimating. This field displays N (No) if the Always Quote check box is clear.

Minimum Lot Size Qty, Multiple Lot Size Qty

These fields display the minimum lot size and multiple lot size based on the order Policy Type on the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts).

Common Stock

This field displays Y (Yes) if the Common Stock check box is selected in the Planning subtask on the Manage Parts screen, which indicates that this part is not tied to a particular project, but is ordered as part of a common pool of items. This field displays N (No) if the Common Stock check box is clear.

Component Type

This field displays the component type code that was assigned to this component part on the Manage Proposal Bills of Material screen. The possible type codes are:

• Buy with Components

• Phantom

• MPS Planning-Only

• Reference

• Standard

• Tool

Quantity Type

This field displays the quantity type code that was assigned to this component part on the Manage Proposal Bills of Material screen. It determines how component requirements are calculated, in accordance with one of the following options:

• Per assembly — Costpoint multiplies the component quantity by the number of assemblies to be created.

• Per order — Costpoint requires a fixed component quantity for each assembly manufacturing order.

• As required — Costpoint does not generate component requirements for this assembly.

The default value in this field depends on the Component Type and the setting of the As Required check box on the Manage Parts screen (for regular parts), or the Manage Provisional Parts screen (for provisional parts).

Component Part Status

This field displays the release status of the component part from the Manage Proposal Bills of Material screen. If the component is a provisional part, this field displays Provisional. If the component is a standard part, this field defaults from the Manage Part screen with one of the following:

• Estimating — The part is used only for estimating purposes.

• Obsolete — The part is obsolete.

• Pre-Release — The part is not officially released for use in production.

• Released — The part can be used in all functions throughout the production process.

• Phase-Out — The part is being phased out, but you can use the remaining quantity.

Component Firmed

This field displays Y (Yes) if this component is considered firm for pricing purposes on the Manage Proposal Bills of Material screen.

Last Costed Date/Time

This field displays the date when the proposal was last calculated. This field updates each time a line is calculated on the Compute Proposal Item Costs screen.

WBS

This field displays the component part's work breakdown structure from the Manage Proposal Bills of Material screen.

Commodity

This field displays the commodity code for the selected part from the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts). Establish commodity codes on the Manage Commodity Codes screen.

Industry Class

This field displays the industry classification code for the selected part from the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts). Establish industry classification codes on the Manage Industry Classifications screen.

NAICS Code

This field displays the valid NAICS code for the item/rev on the proposal line.

Procurement Type

This field displays the Procurement Type code from the Request for Quote tab of the Manage Proposals screen. Procurement type codes default for the RFQ that is generated from this proposal. Establish procurement type codes on the Manage Procurement Types screen.

Total Lead Time (Days)

This field displays the total number of lead time days for the component part. You establish lead time days for standard parts in the Planning subtask of the Manage Parts screen in Costpoint Product Definition. Establish lead time days for provisional parts in the Lead Time subtask of the Manage Provisional Parts screen.

Scrap

This field displays the total scrap percentage for the component part on its PBOM line. Modify scrap percentages on the Manage Proposal Bills of Material screen, and assign them to parts on the Manage Parts screen.

PBOM Line Notes

This field displays notes about this PBOM line from the Manage Proposal Bills of Material screen.

Proposal Item Notes

This field displays proposal notes about this item line from the Notes tab of the Manage Proposals screen.

Indented BOM Sort

This field displays a sequence number that signifies the order in which the row is displayed in the table window of the Manage Proposal Bills of Material screen. This allows you to re-sort the rows in the original indented BOM sequence.

Subtasks

• Table Information

  The Manage Proposal BOM Cost Estimates - Indented screen makes use of the following tables:

  • PROP_HDR

  • PROP_ITEM_DTL

  • PROP_ITEM_CST

  • RFQ_SELECTION

  • QT_HDR

  • QT_LN

  • QT_LN_BRK