to select, a vendor from a list of assigned vendors for this item. These fields are not accessible for provisional parts. You can assign vendors to parts on the Manage Parts or the Assign Vendors to Items screen.This subtask displays all request for quote (RFQ) rows where the part is listed, and allows you to create new RFQs. When you enter and save RFQ lines for the part on the Manage Request for Quotes By Item or Manage Request for Quotes By Vendor screen, those lines appear on this screen's table window, where you cannot delete or modify them. In this case, the RFQ Created field displays Y (Yes), indicating that the RFQ was automatically created. This subtask also displays RFQ selection rows that were created here or on the Select Request for Quotes from Proposals screen, and have already been turned into requisitions.
This table window also displays the RFQ lines that you selected, loaded, and saved in the RFQ Line Selections group box on the Select Request for Quotes from Proposals screen. In this case, the line's RFQ Created field defaults to N (No), unless you run Create Request for Quotes for Proposals for the proposal, item, and vendor.
You can include standard parts, provisional parts, goods, and services in RFQ lines on this screen and on the Select Request for Quotes from Proposals screen because you can link all four to a proposal, but only standard and provisional parts can be included in a PBOM. Only standard parts, goods, and services can be included on an RFQ on the Manage Request for Quotes By Item screen; however, you can include provisional parts, standard parts, goods, and services on an RFQ on this screen or on the Manage Request for Quotes By Vendor screen.
The values in these fields come from the main screen.
The values in these fields come from the main screen table window for the selected item line.
This field displays the procurement type code that was entered for the RFQ. You can enter this code as a default on the Request for Quote Defaults tab of the Manage Proposals screen. Procurement type codes default for the RFQ that is generated from this proposal. You can set up procurement type codes on the Manage Procurement Types screen.
This field displays the number of quotes required for the RFQ. This number defaults for the RFQ that is generated from this proposal. You can set up the number of required quotes on the Manage Procurement Types screen.
These fields load from the main screen table window for the selected item line. Each calculated value in the proposal quantity break field loads in the appropriate field in this group box.
These fields display the vendor ID and vendor name assigned to this RFQ line, respectively.
If the RFQ Created field is N, enter, or click to select, a vendor from a list of assigned vendors for this item. These fields are not accessible for provisional parts. You can assign vendors to parts on the Manage Parts or the Assign Vendors to Items screen.
The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code of Not Approved or Pending, Costpoint displays a warning.
For goods, services, and standard parts, this field displays Y (Yes), N (No), or P (Preferred) for the item from the Appr field on the Assign Vendors to Items screen. This column does not display for provisional parts.
If the RFQ Created field is N, enter, or click to select, the vendor's order address code to which the RFQ is sent. This field displays the vendor's address code from the RFQ line if it is selected on the Manage Request for Quotes By Item or Manage Request for Quotes By Vendor screen. For new lines, if the vendor's Order Address field on the Manage Vendors screen contains Default, that address code appears in this field.
If the RFQ Created field is N, enter, or click to select, the buyer ID for this RFQ line. This is a required field, and loads from the Manage Request for Quotes By Item, Manage Request for Quotes By Vendor, and Select Request for Quotes from Proposals screens. Maintain buyer information on the Manage Buyers screen.
For a new line, this field defaults with N (No), and you can modify only certain fields for the line. If you selected and saved the line on the Select Request for Quotes from Proposals screen, but did not create it with Create Request for Quotes for Proposals, the line displays in this table window, and the RFQ Created field is N (No). However, after you create a selected RFQ line (or enter and save it on the Manage Request for Quotes By Item or Manage Request for Quotes By Vendor screen), the RFQ Created field displays Y (Yes), the RFQ field is populated, and you cannot delete or modify the line.
This field displays the ID of the RFQ in which the line appears if the RFQ Created field is Y (Yes). This field is blank if the RFQ Created field is N (No).
This field displays the line number in which the RFQ line appears for the selected item/component part when RFQs are printed.
This field displays the status code of the RFQ line as it appears on the Manage Request for Quotes By Item and Manage Request for Quotes By Vendor screens, and you can modify this value on either screen. Valid codes are:
O — Open
C — Closed
P — Pending
V — Void
This field displays the item's description.
This field displays the RFQ line's unit of measure. When you add a new line, this field defaults with the item's default unit of measure. Otherwise, you can assign the unit of measure to the RFQ line when you create the RFQ.
These fields display the quantity breakpoint values for the item that the vendor should cost. If the line appears on the Manage Request for Quotes By Item and Manage Request for Quotes By Vendor screens, you can adjust the quantity breakpoint values only in the Line Quantity Breakpoints subtasks of those screens. A line appears in the quote request (that is, the RFQ Created field is Y) for each breakpoint quantity line in the Line Quantity Breakpoints subtask.
If the RFQ Created field is N and the line displays in this table window (or in the RFQ Line Selections table window on the Select Request for Quotes from Proposals screen), you can adjust and save the quantity breakpoint value on either screen.
This field displays the manufacturer ID for the part that is quoted. For new lines, the manufacturer ID and manufacturer part default if the fields exist for the part on the Manage Alternate Parts screen and the Preferred check box is selected. You can enter manufacturers on the Manage Manufacturers screen. This is an optional field on the Manage Request for Quotes By Item and Manage Request for Quotes By Vendor screens.
These fields display the manufacturer part ID and revision number (if applicable) for the part that is quoted. For new lines, the manufacturer part and manufacturer revision default if the fields exist for the part on the Manage Alternate Parts screen and the Preferred check box is selected. These optional fields are available on the Manage Request for Quotes By Item and Manage Request for Quotes By Vendor screens, where you can select other manufacturer parts previously entered on the Alternate Parts screen.
These fields display the vendor part ID and revision number (if applicable) for the part that is quoted. For new lines, the vendor part ID defaults if the part/vendor combination exists on the Manage Alternate Parts screen (if the Preferred check box is selected), and you entered a vendor ID for this RFQ line.
The vendor part ID defaults in this field if it is different from the manufacturer part ID on the Manage Alternate Parts screen. This optional field is available on the Manage Request for Quotes By Item and Manage Request for Quotes By Vendor screens, where you can select other vendor parts previously entered on the Manage Alternate Parts screen.
This field displays the vendor's Approval Code, set on the Approve Vendors screen. The statuses are:
Approved
Not approved
Pending
This field displays any line notes associated with the RFQ line. You can enter notes if the RFQ Created field is N. If the RFQ Created field is Y, you can maintain line notes on the Manage Request for Quotes By Item and Manage Request for Quotes By Vendor screens.
Click this button to load all applicable vendor/item combination lines that exist on the Assign Vendors to Items screen. Lines load only if the Approved/Preferred field is Approved or Preferred for the vendors assigned to the item.
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Subtask |
Description |
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Approved/Preferred Vendors |
Click this link to access the Approved/Preferred Vendors subtask, which lets you see the approved or preferred vendors for a selected item. |