Material Costs WS Subtask

The Material Costs WS displays all vendor quote, purchase order line, and PO line history information for the component part row selected on the main screen.

For example, if there is a PO line or vendor quote for the selected row's part, it displays in the table window, and you click the Add to Proposal Costs button to add the quantity, cost, and cost source fields to the Proposal Item Costs subtask.

Note:

All standard functions in the Line menu are disabled in this subtask.

Vendor quote lines that appear on this screen's table window must meet one of the following criteria:

• The quote does not have an expiration date.
• The quote is not yet expired.
• The quote is expired, but the Include Expired Vendor Quotes check box is selected on the Costing Parameters tab of the Manage Proposals screen, and the quote's expiration date does not exceed the date in the Quote Expire Date Cutoff field (if populated) on the Costing Parameters tab.

Purchase order lines (with standard parts) that appear on this screen's table window must meet both of the following criteria:

• The PO line's order date does not exceed the PO Order Date Cutoff field (if populated) on the Costing Parameters tab of the Manage Proposals screen.
• The PO line's Order/Quote Net Unit Cost is greater than zero, or the Ord Ref Type for the PO line (on the Manage Purchase Orders screen) is not R (Vendor Return).

PO history lines (with standard parts) that appear on this screen's table window must meet all of the following criteria:

• The Include Archived PO History check box is selected on the Configure Materials Estimating Settings screen.
• The PO history line's order date does not exceed the PO Order Date Cutoff field (if populated) on the Costing Parameters tab of the Manage Proposals screen.
• The PO history line's Order/Quote Net Unit Cost is greater than zero, or the Ord Ref Type for the PO history line (originally entered on the Manage Purchase Orders screen) is not R (Vendor Return).

Contents

Field	Description
Proposal, Rev	The values in these fields come from the main screen.
Item, Rev, U/M, Make/Buy, Provisional	The values in these fields come from the main screen table window for the selected item line.

Proposal Quantity Breakpoints

Field	Description
1 to 5	The values in these fields come from the main screen table window for the selected item line. Each calculated value in the proposal quantity break field defaults in the appropriate field in this group box.

Material Costs WS

Field	Description
Minimum Quantity	Enter the minimum number of items that this cost covers. If you click the Add to Proposal Costs button, this field defaults to the value from the Quantity (Part U/M) field (if populated), or from the Quote/Order Quantity field if the Quantity (Part U/M) field is zero or null. You can modify the minimum quantity on the line, but it loads into the Proposal Item Costs subtask only if you click the Add to Proposal Costs button and you save the record.
This-Level Material Unit Cost	Enter the incremental materials unit cost for the item at the specified minimum quantity. If you click the Add to Proposal Costs button, the default value for this field is calculated as follows: If you selected the Rollup Purchasing Line Charges in Unit Costs check box on the Configure Materials Estimating Settings screen, the system calculates this field as follows: Net Unit Cost + (Extra Charges/Minimum Quantity) If you clear the Rollup Purchasing Line Charges in Unit Costs check box on the Configure Materials Estimating Settings screen, this field displays the net unit cost. You can modify this field to represent the incremental material unit cost for the item at the specified minimum quantity. The value in this field loads into the Proposal Item Costs subtask only if you click the Add to Proposal Costs button and you save the record.
Cost Source Type	Several items can be loaded into this field, depending on whether the line is from a purchase order, blanket order, item/vendor quote, or purchase order history. The following table outlines the valid cost source type values: Cost Source Type Details Notes QT (Item or Vendor Quote) From the Manage Vendor Quotes By Item screen or the Manage Vendor Quotes By Vendor screen. PO (Purchase Order) The Type drop-down list on the Manage Purchase Orders screen is Purchase Order. PE (Blanket Release Order) Created on the Create Blanket Purchase Order Releases screen for an existing blanket order. The Type drop-down list on the Manage Purchase Orders screen is Release Order. Release order has been created for the blanket order. Release number is 1 or greater for the existing blanket order. PA (Blanket Order) The Type drop-down list on the Manage Purchase Orders screen is Blanket Order. Blanket order; line's Purchase Agreement code is Automatic or Suggested on the Manage Purchase Orders screen. PB (Blanket Order) The Type drop-down list on the Manage Purchase Orders screen is Blanket Order. Blanket order; line's Purchase Agreement code is not Automatic or Suggested on the Manage Purchase Orders screen. HO (PO History) From the Create Purchase Order Change Orders screen and the Archive Purchase Orders screen. The Type drop-down list on the Manage Purchase Orders screen is Purchase Order. HR (PO History) From the Create Purchase Order Change Orders screen. The Type drop-down list on the Manage Purchase Orders screen is Release Order. Release order has already been created for the blanket order. Release number is 1 or greater for the existing blanket order. HA (PO History) From the Create Purchase Order Change Orders screen. The Type drop-down list on the Manage Purchase Orders screen is Blanket Order. Blanket order; line's Purchase Agreement code is Automatic or Suggested on the Manage Purchase Orders screen. HB (PO History) From the Create Purchase Order Change Orders screen. The Type drop-down list on the Manage Purchase Orders screen is Blanket Order. Blanket order; line's Purchase Agreement code is not Automatic or Suggested on the Manage Purchase Orders screen.
Cost Source Description	This field displays the description of the cost source type (Vendor Quote, Purchase Order, Blanket Order) that was used to determine the unit costs for this part at this quantity breakpoint. You can view additional cost source details in the Proposal Item Costs subtask. You establish cost source types and descriptions on the Manage Materials Estimating Cost Source Types screen.
Cost Source Number	This field displays the PO, blanket, or quote ID in which the item appears for the selected line.
Cost Source Release	This field displays the release number for the PO, blanket, or quote ID.
Cost Source Line	This field displays the number of the line in which the item appears in the cost source.
Order/Quote U/M	This field displays the unit of measure for the item as it appears in the cost source.
Order/Quote Gross Unit Cost	This field displays the gross unit cost for the item as it appears in the cost source.
Volume Discount	This field displays the volume discount percentage for the item as it appears in the cost source.
Order/Quote Net Unit Cost	This field displays the net unit cost for the item as it appears in the cost source. This field is derived from the Order/Quote Gross Unit Cost and Volume Discount, if applicable.
Net Unit Cost (Part U/M)	If the source unit of measure is the same as the part's default unit of measure, this field is populated with the Order/Quote Net Unit Cost, and the Quantity (Part U/M) field with the Order/Quote Quantity. If the source unit of measure and part's default unit of measure are different, the system searches for a matching unit of measure conversion defined on the Manage Parts screen (for standard parts) or Manage Units of Measure screen (for both standard and provisional parts). If a matching conversion factor exists, the system populates the Net Unit Cost (Part U/M) field and Quantity (Part U/M) field with the converted cost and quantity, respectively. However, if no matching unit of measure conversion exists, both fields are null. For example, part A has a U/M of EA (Each) on the Manage Parts screen, and a U/M of Box on a PO line on the Manage Purchase Orders screen (that is, 12 units each of part A are in one box). On the PO line, there are 3 boxes of part A, with a Order/Quote Net Unit Cost of $30.00. In the U/M Conversion subtask of the Manage Parts screen, you would enter Box in the U/M From field, EA in U/M To, 12 in Conversion Factor, Multiply in Direction, with no rounding enabled (Rounding Type is Normal). If no conversion factor is found for part A, the system looks for the correct conversion factor set up on the Manage Units of Measure screen. Using this conversion factor, the system multiplies the value in the Order/Quote Quantity field (3 boxes) by the Conversion Factor (12) to obtain a Quantity (Part U/M) of 36. The system calculates the Net Unit Cost (Part U/M) field by dividing the Order/Quote Net Unit Cost ($30.00) by the Conversion Factor (12) to obtain a $2.50 net unit cost for each unit of part A.
Vendor, Vendor Name	The vendor and vendor name display for the item as they appear in the cost source. If the vendor is flagged as a payroll vendor, or has an Approval Code of Not Approved or Pending, the quote or purchase order is excluded. If the vendor has an Approval Code of Pending, Costpoint displays a warning.
Approved/Preferred	This field displays Y (Yes), N (No), or P (Preferred) for the item; this is entered in the Approved/Preferred field on the Assign Vendors to Items screen.
Vendor Address	This field displays the vendor's order address code that applies to the line's cost information as it appears in the cost source. This field is null if the line is from a vendor quote.
Vendor Approval Status	This field displays the vendor's Approval Code, set on the Approve Vendors screen. Statuses are: Approved Not approved Pending
Lead Time (Days)	This field displays the vendor lead time for the item as it appears in the cost source. This field displays only if the line is from a vendor quote.
Extra Charges	This field displays any charges from the Line Charges subtask of the Manage Purchase Orders, Manage Vendor Quotes By Item, or Manage Vendor Quotes By Vendor screen. You can manually add extra charges in the Add Quotes subtask before saving the quote line; those charges default into this field.
Order/Quote Date	This field displays the order date (from the PO line) or quote date (from the vendor quote) for the item as it appears in the cost source.
Order/Quote Quantity	This field displays the order quantity (from the PO line) or quote quantity (from the vendor quote) for the item as it appears in the cost source.
Quantity (Part U/M)	If the source unit of measure is the same as the part's default unit of measure, the Net Unit Cost (Part U/M) is populated with the Order/Quote Net Unit Cost, and the Quantity (Part U/M) field with the Order/Quote Quantity. If the source unit of measure and part's default unit of measure are different, the system searches for a matching unit of measure conversion on the Manage Parts screen (for standard parts) or Manage Units of Measure screen (for both standard and provisional parts). If a matching conversion factor exists, the system populates the Net Unit Cost Part U/M field and Quantity (Part U/M) field with the converted cost and quantity, respectively. However, if no matching unit of measure conversion exists, both fields are null. For example, part A has a U/M of EA (Each) on the Manage Parts screen, and a U/M of Box on a PO line on the Manage Purchase Orders screen (that is, 12 units each of part A are in one box). On the PO line, there are 3 boxes of part A, with a Order/Quote Net Unit Cost of $30.00. In the U/M Conversion subtask of the Manage Parts screen, you would enter Box in the U/M From field, EA in U/M To, 12 in Conversion Factor, Multiply in Direction, with no rounding enabled (Rounding Type is Normal). If no conversion factor is found for part A, the system looks for the correct conversion factor set up on the Manage Units of Measure screen. Using this conversion factor, the system multiplies the value in the Order/Quote Quantity field (3 boxes) by the Conversion Factor (12) to obtain a Quantity (Part U/M) of 36. The system calculates the Net Unit Cost (Part U/M) field by dividing the Order/Quote Net Unit Cost ($30.00) by the Conversion Factor (12) to obtain a $2.50 net unit cost for each unit of part A.
Expiration Date	This field displays the period of performance end date (from the PO line) or expiration date (from the item/vendor quote) for the item as it appears in the cost source.
Buyer	This field displays the buyer ID for the PO/quote as it appears in the cost source.
Project	This field displays the project ID for the PO/quote as it appears in the cost source.
Issues to PO	This field displays Y (Yes) if the PO line or PO line history item was issued to the purchase order on the Enter Issues to Project/Account/Org or PO screen. This field displays N (No) if the line is a quote, or was not issued to a purchase order.
Subcontractor PO	This field displays Y (Yes) if the PO line is from a subcontract purchase order (Ord Ref Type on the Manage Purchase Orders screen is M). This field displays N (No) if the PO line does not have an Ord Ref Type of M (Manufacturing Order), or if the line is a quote.
Vendor Return PO	This field displays Y (Yes) if the PO line is from a vendor return (Ord Ref Type on the Manage Purchase Orders screen is R) that was entered on the Manage Vendor Returns screen. This field displays N (No) if the PO line does not have an Ord Ref Type of R (for Vendor Return), or if the line is a quote.
Notes	This field displays notes associated with the line item as they appear in the cost source.
Add to Proposal Costs	Use this button to load this cost information into the Proposal Item Costs subtask. When you click this button, Costpoint inserts a new row with quantity cost and cost source information into the Proposal Item Costs subtask.

Subtask

Subtask	Description
Extra Charge Type	Click this link to access the Extra Charge Type subtask, which lets you view and maintain line charge type assigned to the PO or vendor quote.