Input File
This section describes the details of the format for the input file rows.
Input File Excel Template
Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.
Vendor Quote Header Input File Layout (QT_HDR)
| Column Name | Costpoint Table/Column | Character Type | Starting Position | Ending Position | Required/Optional | Notes |
|---|---|---|---|---|---|---|
| Line Type | VARCHAR, 1 | 1 | 1 | Required | Must be "H" (Header). | |
| Quote | QUOTE_ID | VARCHAR, 10 | 2 | 11 | Optional | Required if you selected the Use Input File Values radio button. |
| Vendor | VEND_ID | VARCHAR, 12 | 12 | 23 | Required | Must exist in Maintain Vendors screen. Vendor Status cannot be On Hold. |
| Quote Type | QT_TYPE_CD | VARCHAR, 1 | 24 | 24 | Optional | Must exist in the Quote Types screen in Costpoint Procurement Planning. Otherwise, the default is null. |
| Buyer | BUYER_ID | VARCHAR, 12 | 25 | 36 | Optional | Must exist in the Buyers screen in Costpoint Purchasing. Otherwise, the default is null. |
| Expiration Date | EXPIR_DT | DATE, 10 | 37 | 46 | Optional | Must be in "YYYY-MM-DD" format. Otherwise, the default is null. See the Processing Details topic. |
| Expiration Days | EXPIR_DAYS_NO | INTEGER, 4 | 47 | 50 | Optional | Default is zero. |
| Quote Date | QT_DT | DATE, 10 | 51 | 60 | Optional | Must be in "YYYY-MM-DD" format. Otherwise, defaults to system date. |
| RFQ | ORIG_RFQ_ID | VARCHAR, 10 | 61 | 70 | Optional | Default is space. |
| Requisition | ORIG_RQ_ID | VARCHAR, 10 | 71 | 80 | Optional | Default is null. |
| Contact's First Name | CNTACT_FIRST_NAME | VARCHAR, 20 | 81 | 100 | Optional | Default is space. |
| Contact's Last Name | CNTACT_LAST_NAME | VARCHAR, 25 | 101 | 125 | Optional | Default is space. |
| Phone | PHONE_ID | VARCHAR, 15 | 126 | 140 | Optional | Default is space. |
| Fax | FAX_ID | VARCHAR, 15 | 141 | 155 | Optional | Default is space. |
| FOB | FOB_FLD | VARCHAR, 16 | 156 | 171 | Optional | Default from Vendor. |
| Terms | TERMS_DC | VARCHAR, 15 | 172 | 186 | Optional | Default from Vendor. |
| Ship Via | SHIP_VIA_FLD | VARCHAR, 15 | 187 | 201 | Optional | Default from Vendor. |
| Employee | PURCH_EMPL_ID | VARCHAR, 12 | 202 | 213 | Optional | Default is null. |
| Header Notes | QT_HDR_ NOTES | VARCHAR, 254 | 214 | 467 | Optional | Default is space. |
| Rate Group | RATE_GRP_ID | VARCHAR, 6 | 468 | 473 | Optional | |
| Transaction Currency | TRN_CRNCY_CD | VARCHAR, 3 | 474 | 476 | Optional | |
| Transaction Currency Date | TRN_CRNCY_DT | DATE | 477 | 486 | Optional | Must be in YYYY-MM-DD format. Default is system date. |
| Subcontractor Agreement Flag | VARCHAR, 1 | 1 | N | Optional | ||
| US Citizenship Required | US_CITIZEN_FL | VARCHAR, 1 | Optional | Applies only if PO Type is not A, K or L. Else, Null. | ||
| ITAR Authorization Required | ITAR_AUTH_FL | VARCHAR, 1 | Optional | Applies only if PO Type is not A, K or L. Else, Null. | ||
| Security Clearance System ID | SEC_CLR_CD | VARCHAR, 6 | Optional | Applies only if PO Type is not A, K or L. Else, Null. | ||
| Issuing Agency | AGENCY_NAME | VARCHAR, 30 | Optional | Applies only if PO Type is not A, K or L. Else, Null. |
Vendor Quote Line Input File Layout (QT_LN, QT_LN_BRK, QT_LN_CHG)
One QT_LN will be written per vendor quote line input record. Depending on the contents of the input record, up to five Vendor Quote Line Break (QT_LN_BRK) rows and up to three Vendor Quote Line Charge (QT_LN_CHG) rows may also be written.
| Column Name | Costpoint Table/Column | Character Type | Starting Position | Ending Position | Required/Optional | Notes |
|---|---|---|---|---|---|---|
| Line Type | VARCHAR, 1 | 1 | 1 | Required | Must be "L" (Line). | |
| Quote | VARCHAR, 10 | 2 | 11 | Optional | Required if you selected the Use Input File Values option. | |
| Vendor | VARCHAR, 12 | 12 | 23 | Required | Required if you selected the Auto-Assign option. | |
| Item | QT_LN.ITEM_ID | VARCHAR, 30 | 24 | 53 | Optional | Default is space.
For fixed length file format, limit to 30 characters. For delimited file format, increase field size to 50. |
| Item Revision | QT_LN.ITEM_RVSN_ID | VARCHAR, 3 | 54 | 56 | Optional | Default is space.
For fixed length file format, limit to 3 characters. For delimited file format, increase field size to 10. |
| Misc Line Type | QT_LN.MISC_LN_CHG_TYPE | VARCHAR, 6 | 57 | 62 | Optional | Line charge type code must exist in the PO Line Charge Types screen in Costpoint Purchasing. Default is null. |
| Unit of Measure | QT_LN.QT_UM_CD | VARCHAR, 3 | 63 | 65 | Optional | Defaults to the Item's default unit of measure code, or "EA" (Each) for miscellaneous line charge types. |
| Unit Cost | QT_LN.TRN_DFLT_GR_UN_AMT and QT_LN.TRN_DFLT_NT_UN_AMT | Number 15 (Decimal 14,4) | 66 | 80 | Required | |
| Minimum Quantity | QT_LN.MIN_ QTY and QT_LN_BRK. MIN_QTY (first break point) | Number 15 (Decimal 14,4) | 81 | 95 | Optional | Default is one. |
| Break Quantity 1 Lead Time | QT_LN_BRK.LT_ DAYS_NO | INTEGER, 4 | 96 | 99 | Optional | Default is zero. |
| Break Quantity 2 Cost | QT_LN_BRK.TRN_NT_UN_CST_AMT and QT_LN_BRK.TRN_GR_UN_CST_AMT | Number 15 (Decimal 14) | 100 | 113 | Optional | |
| Break Quantity 2 | QT_LN_BRK.MIN_ QTY | Number 15 (Decimal 14) | 114 | 127 | Optional | Required if Break Qty 2 Cost is loaded. |
| Break Quantity 2 Lead Time | QT_LN_BRK.LT_ DAYS_NO | INTEGER, 4 | 128 | 131 | Optional | Default is zero. |
| Break Quantity 3 Cost | QT_LN_BRK.TRN_NT_UN_CST_AMT and QT_LN_BRK.TRN_GR_UN_CST_AMT | Number 15 (Decimal 14) | 132 | 145 | Optional | |
| Break Quantity 3 | QT_LN_BRK.MIN_ QTY | Number 15 (Decimal 14) | 146 | 159 | Optional | Required if Break Qty 3 Cost is loaded. |
| Break Quantity 3 Lead Time | QT_LN_BRK.LT_ DAYS_NO | INTEGER, 4 | 160 | 163 | Optional | Default is zero. |
| Break Quantity 4 Cost | QT_LN_BRK.TRN_NT_UN_CST_AMT and QT_LN_BRK.TRN_GR_UN_CST_AMT | Number 15 (Decimal 14) | 164 | 177 | Optional | |
| Break Quantity 4 | QT_LN_BRK.MIN_ QTY | Number 15 (Decimal 14) | 178 | 191 | Optional | Required if Break Qty 4 Cost is loaded. |
| Break Quantity 4 Lead Time | QT_LN_BRK.LT_ DAYS_NO | INTEGER, 4 | 192 | 195 | Optional | Default is zero. |
| Break Quantity 5 Cost | QT_LN_BRK.TRN_NT_UN_CST_AMT and QT_LN_BRK.TRN_GR_UN_CST_AMT | Number 15 (Decimal 14) | 196 | 209 | Optional | |
| Break Quantity 5 | QT_LN_BRK.MIN_ QTY | Number 15 (Decimal 14) | 210 | 223 | Optional | Required if Break Qty 5 Cost is loaded. |
| Break Quantity 5 Lead Time | QT_LN_BRK.LT_ DAYS_NO | INTEGER, 4 | 224 | 227 | Optional | Default is zero. |
| Line Charge 1 Type | QT_LN_CHG.LN_CHG_TYPE | VARCHAR, 6 | 228 | 233 | Optional | Required if Line Charge 1 Cost is entered. |
| Line Charge 1 Cost | QT_LN_CHG.TRN_QT_LN_CHG_AMT | Number 15 (Decimal 14,4) | 234 | 247 | Optional | Required if Line Charge 1 Type is entered. |
| Line Charge 2 Type | QT_LN_CHG.LN_CHG_TYPE | VARCHAR, 6 | 248 | 253 | Optional | Required if Line Charge 2 Cost is entered. |
| Line Charge 2 Cost | QT_LN_CHG.TRN_QT_LN_CHG_AMT | Number 15 (Decimal 14,4) | 254 | 267 | Optional | Required if Line Charge 2 Type is entered. |
| Line Charge 3 Type | QT_LN_CHG.LN_CHG_TYPE | VARCHAR, 6 | 268 | 273 | Optional | Required if Line Charge 3 Cost is entered. |
| Line Charge 3 Cost | QT_LN_CHG.TRN_QT_LN_CHG_AMT | Number 15 (Decimal 14,4) | 274 | 287 | Optional | Required if Line Charge 3 Type is entered. |
| Ship ID | QT_LN.SHIP_ID | VARCHAR, 20 | 288 | 307 | Optional | Defaults to the default Ship ID on the Configure Purchasing Settings screen in Costpoint Purchasing. |
| Manufacturer | QT_LN.MANUF_ID | VARCHAR, 10 | 308 | 317 | Optional | Defaults from Alternate Part for Item and Vendor ID. Required if Manufacturer Part is entered. |
| Manufacturer Part | QT_LN.MANUF_PART_ ID | VARCHAR, 30 | 318 | 347 | Optional | Defaults from Alternate Part for Item and Vendor ID. Required if Manufacturer is entered. |
| Manufacturer Part Rev | QT_LN.MANUF_PART_RVSN_FLD | VARCHAR, 3 | 348 | 350 | Optional | Defaults from Alternate Part for Item and Vendor ID. |
| Vendor Part | QT_LN.VEND_PART_ID | VARCHAR, 30 | 351 | 380 | Optional | Defaults from Alternate Part for Item and Vendor ID. |
| Vendor Part Rev | QT_LN.VEND_PART_RVSN_FLD | VARCHAR, 3 | 381 | 383 | Optional | Defaults from Alternate Part for Item and Vendor ID. |
| Add Alternate Part | VARCHAR, 1 | 384 | 384 | Optional | Default is "N." | |
| Commodity | QT_LN.COMM_CD | VARCHAR, 8 | 385 | 392 | Optional | Defaults from Item's Commodity Code. |
| Project | QT_LN.PROJ_ID | VARCHAR, 30 | 393 | 422 | Optional | Default is null. |
| Line Notes | QT_LN.QT_LN_NOTES | VARCHAR, 254 | 423 | 676 | Optional | Default is space. |
| US Citizenship Required | US_CITIZEN_FL | VARCHAR, 1 | Optional | Applies only if PO type is not A, K or L. Else, null. | ||
| ITAR Authorization Required | ITAR_AUTH_FL | VARCHAR, 1 | Optional | Applies only if PO type is not A, K or L. Else, null. | ||
| Security Clearance System ID | SEC_CLR_CD | VARCHAR, 6 | Optional | Applies only if PO type is not A, K or L. Else, null. | ||
| Issuing Agency | AGENCY_NAME | VARCHAR, 30 | Optional | Applies only if PO type is not A, K or L. Else, null. |
Vendor Quote Header SCI/SAP Security Codes
Ignore if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (HC) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| Code | VARCHAR (6) | 13 | 18 | Required |
Vendor Quote Header SOW
INCLUDE even if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (HS) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| SOW ID | VARCHAR (50) | 13 | 62 | Required | |
| SOW Rev | VARCHAR (10) | 63 | 72 | Optional | If value is not provided, assume it to be 'space'. |
Quote Line SCI/SAP Security Codes
Ignore if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (LC) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| Code | VARCHAR (6) | 17 | 22 | Required |
Quote Line SOW
INCLUDE even if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (LS) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| SOW ID | VARCHAR (50) | 13 | 62 | Required | |
| SOW rev | VARCHAR (10) | 63 | 72 | Optional | If value is not provided, assume it to be 'space'. |
Quote Line Resources
Ignore if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (LS) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| Resource Line Number | VARCHAR (10) | 13 | 22 | Required | |
| Resource Description | VARCHAR (60) | 23 | 82 | Conditionally Required | Required only if a valid Service ID/Rev is not provided. |
| Service ID | VARCHAR (50) | 83 | 132 | Optional | |
| Service Revision | VARCHAR (10) | 133 | 142 | Optional | |
| Number of Resources | Number (10) | 143 | 152 | Optional | |
| Total Hours | Number 15 | 153 | 167 | Optional | (9999999999.9999) |
| Hourly Rate | Number 15 | 168 | 182 | Optional | (9999999999.9999) |
| City | VARCHAR (25) | 183 | 207 | Optional | |
| State/Province | VARCHAR (15) | 208 | 222 | Optional | |
| Postal Code | VARCHAR (10) | 223 | 231 | Optional | |
| Country | VARCHAR (8) | 232 | 239 | Optional |
Quote Line Resource Vendor Employees
Ignore if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (LV) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| Resource Line Number | VARCHAR (10) | 13 | 22 | Required | |
| Vendor Employee ID | VARCHAR (10) | 23 | 32 | Required |
Quote Line Resource Breakpoint
Ignore if Quote HDR Subcontractor Agreement Flag = N.
| Name | Number of Characters | Starting Position | Ending Position | Required/Optional | Format/Notes |
|---|---|---|---|---|---|
| Record Type | Character (2) | 1 | 2 | Required | (LB) |
| Quote ID | Character (10) | 3 | 12 | Required | |
| Resource Line Number | VARCHAR (10) | 13 | 22 | Required | |
| Minimum Quantity Breakpoint | Number (22) | 23 | 44 | Required | |
| Transaction Net Unit Cost Amt | Number (25) | 45 | 69 | Required | |
| Number of Days Lead Time | Number (5) | 70 | 74 | Optional |