Contents of the Compute Proposal Item Costs Screen

Use the fields and options to configure the Compute Proposal Item Costs screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Proposal/Rev

Field	Description
Option	Always displays One.
Start	Enter, or click to select, the proposal ID and revision for which you would like each end item's quantity requirements and costs to be calculated by quantity breakpoint, as specified on the Manage Proposals screen. The description displays in the adjacent, unlabeled field.

Sort By

Use this group box to specify how you like the report to be sorted. The selection are based on the type of report you can generate and print.

Field

Description

1st Sort

Select the sort type from the drop-down list. The options available are: Indented BOM — Select this option to have the report sorted first by proposal line number, and then by PBOM in indented BOM order for each proposal line that has a PBOM. End items without a PBOM are still printed on the report with cost data. Proposal total costs are printed at the top of the report. Summarized BOM - Item — Select this option to print the report in item ID, revision, and make/buy code order. Summarized BOM - Commodity — Select this option to print the report in commodity code (for the item or provisional part), item ID, revision, and make/buy code order. A page break is inserted for each new commodity and commodity description. Items that do not have commodity codes are also included on the report. Summarized BOM - Item Cost — Select this option to print the report in total extended cost (descending), item ID, revision, and make/buy code order. Summarized BOM - Make/Buy Code — Select this option to print the report in make/buy code, item ID, and revision order. Note: The Summarized BOM options allows a given item ID and make/buy code combination to be printed only once on the report. Proposal total costs are printed, but no other subtotal costs are calculated.

Options

Print Quality Breakpoints

Field	Description
Print All Breakpoints	Select this option to print all breakpoints for the given proposal.
Print Breakpoint Number	Select this option to print a specific breakpoint for the given proposal. Specify the breakpoint quantity in the drop-down list found at the right of this option.
Print Burden Costs	Select this check box to have the system process and calculate burden amounts by cost element for the given proposal. Burden costs print on the report for Material Burden, Labor Burden, Subcontract, Miscellaneous 1, and Miscellaneous 2, per the settings on the Costing Parameters tab of the Manage Proposals screen. Total costs by element are the sum of the direct cost amount and the burden amount. If you do not select this check box, no calculation is made, and the burden and total cost rows are not printed on the report.
Include Scrap/Yield in Quantity Calculations	Select this check box to have required quantities for components and subassemblies adjusted by PBOM scrap and yield percentages. After requirements have been determined during processing, the application costs each item by looking at existing proposal cost information and other sources. After this has been performed, the system can generate cost rollups for PBOMs to cost assemblies. Scrap/yield is included in quantity calculations by the following: PBOM Gross Requirement Quantity = (quantity breakpoint requirement x (1 + BOM scrap percentage for the component)) divided by the component part yield percentage. If the resulting gross quantity is not a whole number, and if the part's unit of measure is EA (Each), the quantity is rounded up to the next whole number. The system uses the adjusted gross requirement quantities when determining the gross requirements of any components of this part.
Suppress Exception Messages	Select this check box to suppress exception messages from the report for those assemblies and components that did not process as a result of lack of detailed cost information.
Use Min/Mult Lot Sizes for Components	If you select this check box, minimum and multiple lot size quantities are included on the report. If the output is the Costpoint Business Intelligence report file, the system looks up the minimum and multiple lot size quantities and includes them in the report tables, regardless of the status of this check box. Minimum/multiple lot sizes are not used if the item is a good or service, or if the item is a standard or provisional part where the order policy type is not M.
Populate Report Table	Select this option to load processed data into the Materials Estimating Costpoint Business Intelligence Catalog so that you can generate your own indented BOM reports.

Item Cost Detail

Field	Description
Do Not lookup Item Cost Detail	Select this option to use previously established proposal item cost rows for proposal item detail updates and cost rollups.
Lookup New Item Cost Detail	Select this option to have the system look up cost information based on the parameters defined on the Configure Materials Estimating Settings screen, and generate new proposal item cost rows for items in the summary worktable. The system generates new rows only if an existing row with the same item, make/buy code, and minimum quantity does not exist for that proposal.
Replace Existing Item Cost Detail	Select this option to delete all previous proposal item cost rows during processing.
Buy Parts	Select this check box to have the system identify cost source information for items whose Make/Buy status is Buy. For each buy item that is not a provisional part, the system locates the PO, PO history, and vendor quote information for costing purposes. For provisional parts, the system locates only quote line and quote line breakpoint information. Note: If the vendor is flagged as a payroll vendor, has an Approval Code of Not Approved, or a Vendor Status for PO of On Hold, the quote or purchase order is excluded. If the vendor has an Approval Code of Pending, Costpoint displays a warning.
Make Parts	Select this check box to have the system identify cost source information for items that have a Make/Buy code of Make. For each make item that is not a provisional part, the system locates those manufacturing order rows where the build part matches the component in the proposal. If the MO Order Date Cutoff is not null (in the Costing Parameters tab of the Manage Proposals screen), only those manufacturing order rows are selected for processing where the order date is later than or the same as the MO Order Date Cutoff. The system excludes any MOs that have a Rework or Customer Repair type, the status of Planned, Firm Planned, Released, or In-Shop, and no cost or timesheet allocations. If you did not select the Include Orders/Quotes for Quantities Larger than Item Breakpoint Quantities check box on the Configure Materials Estimating Settings screen, the system also excludes any MO rows where the build quantity is greater than the highest breakpoint quantity requirement for the part.

Net Available Component Inventory

You can view inventory detail on the View Part Inventory screen. A part's Net Available Quantity is calculated as follows:

On Hand Qty + In Inspection Qty + In Shipping Qty + On Order Qty + On Req Qty + Owed Qty + Planned Owed Qty - Reserved Qty - Planned Reserved Qty.

If you selected the Incl MRB as Available Inventory check box on the Configure Production Control Settings screen, the MRB Quantity is also added to the sum.

Field	Description
Include Inventory in Report	This check box is selected by default. Leave this check box selected to have Costpoint calculate available inventory quantities and store the inventory with the proposal item cost data. The system calculates inventory only for standard parts, and not for goods, services, or provisional parts.
Inventory Selection	Use this group box to specify how the system determines inventory levels for eligible parts in the summary worktable. Using the inventory project selection criteria and the MRP option code of any selected inventory project, Costpoint calculates available inventory from the appropriate inventory projects for each standard part.
Use Existing Proposal Available Inventory Quantities	Select this option to have the system use the existing available inventory quantity for calculating the proposal item's inventory.
Inventory Project	Select this option to enable the Include Common Inventory Projects and Subtract Safety Stock from Available Inventory check boxes. If you select this option, place your cursor in the blank field on the right and enter, or click to select, the inventory project. The system reviews the Project Planning Option for the selected inventory project. Assign Project Planning Options to inventory projects on the Manage Inventory Projects screen.
Netting Group	Select this option to enable the Include Common Inventory Projects and Subtract Safety Stock from Available Inventory check boxes. If you select this option, place your cursor in the field to the right and enter, or click to select, the netting group. Establish netting groups on the Manage Netting Groups screen. If the inventory project that is associated with the netting group uses common stock, and the part being reviewed is a common stock part, all inventory rows with that part where the Use Common Inventory is Y are included in the process.
All Inventory Projects	Select this option to have the system process the quantities of all inventory rows that contain the selected part.
Include Common Inventory Projects	If you select this check box and populate the Inventory Project field or Netting Group field, all inventory rows are included in the calculation where the part's Use Common Inventory is Y for that inventory project on the Manage Netting Groups screen. Assign common inventory to projects on the Manage Inventory Projects screen.
Subtract Safety Stock from Available Inventory	If you select this check box, the selected projects' safety stock quantity must be summed to determine safety stock requirements for that part. The safety stock quantities are subtracted from the net available quantity for that part.