Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Configure Materials Estimating Settings Screen

Use the fields and options to configure the Configure Materials Estimating Settings screen.

Proposal Item Cost Rules

Use this group box to specify the types of data that Costpoint should identify as potential cost sources for proposal items. You can also specify whether or not certain cost data values can be excluded based on their age. Except for the Include Archived PO History and Rollup Purchasing Line Charges in Unit Costs check boxes, most of the settings in this group box default to the proposal record, and you can override them for the proposal on the Details tab of the Manage Proposals screen. The settings in this group box also affect the Compute Proposal Item Costs process.

Field Description
Include Expired Vendor Quotes

Select this check box to have Costpoint include expired vendor quotes when it looks up item cost data.

Quote Expiration Date Cutoff (Calendar Days)

Enter the number of days before the proposal start date in which expired quotes are considered.

PO Order Date Cutoff (Calendar Days)

Enter the number of days before the proposal start date in which purchase order (PO) dates are considered.

Include Archived PO History

Select this check box to have Costpoint include archived PO history when it looks up item cost data.

Rollup Purchasing Line Charges in Unit Costs

Select this check box to have Costpoint include PO line charges when it looks up item cost data.

MO Order Date Cutoff (Calendar Days)

Enter the number of days before the proposal start date in which manufacturing order (MO) dates are considered.

Include Orders/Quotes for Quantities Larger than Item Breakpoint Quantities

Select this check box to have Costpoint include orders and quotes with quantities that are larger than the breakpoint quantities when it looks up item cost data.

PBOM Explosions

Use this group box to define which component parts are loaded for a given proposal line on the Manage Proposal BOM Cost Estimates - Indented and Manage Proposal BOM Cost Estimates - Summarized screens. Before working with cost estimates, you must establish PBOM component rows on the Manage Proposal Bills of Material screen. Select from this group box the PBOM components you want to include in the costing process.

Note:

You cannot override these selections on the Manage Proposals screen.

Field Description
Include Tooling Parts

Select this check box to include tooling parts in PBOMs and cost calculations. If you do not select this check box, Costpoint will not load component parts (and their lower-level components) that have Component Type of T (Tooling) when displaying and costing PBOM rows.

Include Reference Parts

Select this check box to include reference parts in PBOMs and cost calculations. If you do not select this check box, Costpoint will not load component parts (or their lower-level components) that have Component Type of R (Reference) when displaying and costing PBOM rows.

Include Components Below a Stop-Explosion Subassembly

Select this check box to include components below a stop-explosion part in PBOMs and cost calculations. If you do not select this check box, and the Stop Explosion field for the component part on the Manage Proposal Bills of Material screen is Y, Costpoint will load only the component, and not its lower-level components, when displaying and costing PBOM rows.

Include Omit Requirements Parts

Select this check box to include "omit requirements" components in PBOMs and cost calculations. If you do not select this check box, and the Omit Requirements check box of the component part on the Manage Proposal Bills of Material screen is selected, Costpoint will not load the component, or its lower-level components, when displaying and costing PBOM rows.

Include Floor-Stock Parts

Select this check box to include floor stock parts in PBOMs and cost calculations. If you do not select this check box, and the Floor Stock check box is selected for the component part in the Planning subtask on the Manage Parts screen, Costpoint will not load the component, or its lower-level components, when displaying and costing PBOM rows.

Include Scrap and Yield Factors

Select this check box to include scrap and yield factors when you calculate PBOM requirements. You can override this selection on the Compute Proposal Item Costs screen.

Use Min/Mult Lot Sizes for Components

Select this check box if you want required quantities for a part to be increased to meet that part's minimum/multiple lot sizing rules when determining costs.