Contents of the Manage Proposal BOM Cost Estimates - Summarized Screen

Use the fields and options to configure the Manage Proposal BOM Cost Estimates - Summarized screen.

Contents

Field	Description
Proposal, Rev	Click or to select a proposal ID. The proposal revision and proposal description display from the Manage Proposals screen.
Status	This field displays the status of the proposal record on the Manage Proposals screen. Valid values are: In Process Completed Submitted Closed Awarded Closed Lost Closed Not Submitted
Display Make Parts	Select this check box to display all Make parts for the PBOM in the table window, in addition to all Buy parts. If you leave this check box clear, the table window displays Buy parts only.
Customer	This field displays the Customer ID assigned to the proposal on the Manage Proposals screen. The customer's name displays in the unlabeled field to the right.
Load Proposal Item Costs for Quantity Breakpoint	This field determines the quantity breakpoint level of cost information that displays in the table window. The default breakpoint level is 1. 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 in the toolbar 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

Field	Description
Item, Rev, Description	These fields display the item ID, revision number, and description from the PBOM line.
Make/Buy	This field displays M (Make) or B (Buy) from the PBOM line to indicate whether you make this part or buy it. This setting loads from the Manage Parts screen (for standard parts), or the Manage Provisional Parts screen (for provisional parts).
Item Type	This field displays one of the following codes to indicate the type of item: Part Provisional Good Service
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 part from the PBOM line. Assign the unit of measure on the Manage Parts screen (for standard parts), or on the Manage Provisional Parts screen (for provisional parts).
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 Costing Parameters tab of 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)
Proposal Extended Cost	This amount represents the total unit cost multiplied by the total quantity of this part that is required for the selected proposal breakpoint. Any fixed costs associated with this part are added to this amount. The system calculates this field by summing the following for the proposal row's selected breakpoint: (Proposal Total Unit Cost * quantity of this part required for the selected end item's breakpoint quantity) + Fixed Cost
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.
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.
Proposal Qty Breakpoint 1 to 5	These fields display the quantity breakpoint for each item by multiplying the part's end item quantity 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 Qty field in the Inventory subtask.
Net Required Extended Cost	This field displays the total cost of the item. It is calculated as follows: Proposal Total Unit Cost * (the proposal quantity based on the selected breakpoint number - Available Inventory Qty) + 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. Note: 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/Multiple fields in the Order Policy group box in the Planning subtask of 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: Minimum Lot Size Quantity Multiple Lot Size Quantity Min/Mult Lot Extended Cost is calculated as: Greater than or equal to the proposal quantity (based on the selected breakpoint number) - Available Inventory Qty (Proposal Total Unit Cost * part's minimum lot size quantity) + Fixed Cost Less than the proposal quantity (based on the selected breakpoint number) - Available Inventory Qty Equal to 0 Equal to Net Required Extended Cost Less than the proposal quantity (based on the selected breakpoint number) - Available Inventory Qty Greater than 0 Proposal Total Unit Cost * (smallest multiple of the Multiple Lot Size Quantity that is greater than or equal to the proposal quantity, based on the selected breakpoint number - Available Inventory Qty) + Fixed Cost
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.
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.
Always Quote	This field displays Y (Yes) if the Always Quote check box is selected in the Planning subtask 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.
Breakpoint Quantity	This field displays the quantity being proposed for the proposal quantity breakpoint selected in the header part.
Minimum Lot Size, Multiple Lot Size	These fields display the minimum lot size and multiple lot size based on the Policy Type in the Planning subtask 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.
Part Type	This field displays the component type code that was assigned to this component part on the Manage Proposal Bills of Material screen. Valid options are: Buy w/Comp Standard Phantom Reference Tool Deleted The component type code is assigned to the part in the Part Type drop-down list on the Manage Parts screen (for regular parts), or the Manage Provisional Parts screen (for provisional parts).
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 Parts 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.
Last Costed Date/Time	This field displays the date and time when the proposal was last calculated. This field updates each time a line is calculated on the Compute Proposal Item Costs screen.
Procurement Type	This field displays the Procurement Type code from 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 establish procurement type codes on the Manage Procurement Types screen.
Proposal Item Notes	This field displays notes about this item line from the Notes tab of the Manage Proposals screen.

Subtasks

Subtask	Description
Propasal Item Costs	Click this link to access the Proposal Item Costs subtask, which lets you view and maintain proposal item cost rows for the selected part row.
Matl Costs WS	Click this link to access the Materials Cost Worksheet subtask, which lets you view all quote, purchase order line, PO line history, and vendor quote history information for the selected row, and add lines to the proposal item costs.
RFQs	Click this link to access the Request for Quotes subtask, which lets you view all RFQ lines for the selected row.
Inventory	Click this link to access the Inventory subtask, which lets you view all inventory rows for the selected item/component part row on the main screen.
Alternate Parts	Click this link to access the Alternate Parts subtask, which lets you view alternate parts by manufacturer and vendor  for the selected part row.
Vendor	Click this link to access the assigned Vendor subtask, which lets you view information about the vendors from which an item is purchased.
PBOM Detail	Click this link to access the PBOM Detail subtask, which lets you view a single-level listing of PBOM assemblies for the selected part and make/buy code combination for that proposal.
Other Cost WS	Click this link to access the Other Cost Worksheet subtask, which lets you view all manufacturing order, inventory, item cost, and project item cost information for the selected row, and add lines to the proposal item costs.
Add Quotes	Click this link to access the Add Quotes subtask, which lets you add new vendor quotes for the selected row.
Routings	Click this link to access the Routings subtask, which lets you view all applicable primary routings for the selected part on the main screen.
Substitute Parts	Click this link to access the Substitute Parts subtask, which lets you view substitute part information for the selected part.
Part Documents	Click this link to access the Part Documents subtask, which lets you view all documents that are related to the selected component part line on the main screen.