Costpoint Online Help

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Contents of the Print Proposal Item Cost History Report Screen

Use the fields and options to configure the Print Proposal Item Cost History Report 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
Options

This always displays One because you can only select one proposal at a time.

Start

Enter, or click to select, the ID and revision, if applicable, of the proposal in which Costpoint should search for items based on the selections in the Item/Rev range, Include Item Types group box, and the Include Cost History group box.

Item/Rev

Use the following fields to select the item or range of items that Costpoint should search for, based on the proposal and the selections in the Include Item Types and Include Cost History group boxes.

Field Description
Options

Select a range option for item IDs to search for within the proposal. The choices in this drop-down list are:

  • All (default)
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, click to select the starting item ID that Costpoint will search for within the proposal. You can also enter, or click to select, the revision number of the item, if applicable, in the adjacent unlabeled field. These fields are enabled only if you select One, Range, or To End from the Option drop-down list.

End

Enter, click to select the ending item ID that Costpoint will search for within the proposal. You can also enter, or click to select, the revision number of the item, if applicable, in the adjacent unlabeled field. These fields are enabled only if you select Range or From Beginning from the Option drop-down list.

Part Lookup Type

Select a part type from the drop-down list that you will use when you select the item or range of items in the Start and End fields. The available options are:

  • Standard
  • Provisional

Sort By

Use this group box to customize the sorting of the report.

Field Description
1st Sort

Select a sort option from the drop-down list. The choices are:

  • Make/Buy — Select this option to sort the report by make/buy code and item ID.
  • Item — Select this option to sort the report by item ID.
  • Commodity —  Select this option to sort the report by commodity code and item ID.

Options

Include Item Types

Select check boxes in this group box to indicate which items from the proposal to include in the report.

Field Description
Buy Parts

Select this check box to include Buy parts in the report. Costpoint searches the proposal's item detail rows for parts that have a Make/Buy code of B and an Item Type of P (Part).

Make Parts

Select this check box to include Make parts in the report. Costpoint searches the proposal's item detail rows for parts that have a Make/Buy code of M and an Item Type of P (Part).

Services

Select this check box to include services in the report. Costpoint searches for the proposal's item detail rows that have an Item Type of S (Service).

Goods

Select this check box to include goods in the report. Costpoint searches for the proposal's item detail rows that have an Item Type of G (Good).

Provisional Parts

Select this check box to include provisional parts in the report. Costpoint searches the proposal's item detail rows for parts that have a Provisional Part of Y (Yes).

Items with Proposal Item Costs

Select this check box to include items that already have cost information for this proposal.

Include Cost History

Select the check boxes that correspond to the cost history information that you want to include on the report.

Field Description
Purchase Orders

Select this check box to include the purchase order cost for each selected item (excluding provisional parts) that has one or more purchase order line rows. Blanket purchase order lines and PO lines with a status of Void are not included. If you select this check box, enter the maximum quantity of PO lines (and PO history lines, if you selected the PO History check box) that should print per item in the Number field to the right of this check box. If the number of eligible rows is greater than the specified limit, only the number of rows specified by the limit print on the report, and display by descending PO order date.

PO History

Select this check box to include the purchase order history cost for each selected item (excluding provisional parts) that has one or more purchase order history line rows. Blanket purchase order lines and PO lines with a status of Void are not included. If you select this check box, enter the maximum quantity of PO history lines (and PO lines, if you selected the POs check box) that should print per item in the Number field to the right of this check box. If the number of eligible rows is greater than the specified limit, only the number of rows specified by the limit print on the report, and display by descending PO order date.

Vendor Quotes

Select this check box to include any vendor quotes for each selected item with one or more vendor quote lines. If you select this check box, enter the maximum number of vendor quote lines rows that should print per item in the Number field to the right of this check box. If the number of eligible rows is greater than the specified limit, only the number of rows specified by the limit print on the report, and display by descending quote date.

Manufacturing Orders

Select this check box to include any manufacturing orders (MOs) for each selected part with one or more MO lines. Provisional parts, goods, and services do not print on the report, nor do MOs with a status of Planned or Firm Planned. If you select this check box, enter the maximum quantity of manufacturing order line rows that should print per item in the Number field to the right of this check box. If the number of eligible rows is greater than the specified limit, only the number of rows specified by the limit print, and display by descending MO date.

Item Costs

Select this check box to include the item cost on the report for each selected item (except provisional parts).

Project Item Costs

Select this check box to include project item costs for each selected item, except provisional parts, with one or more rows for a specific project. Enter, or click to select, the project in the unlabeled field below this check box.

Project

Enter, or click to select, a project where the item project cost information will be retrieved from.

Inventory

Select this check box and enter, or click to select, an inventory abbreviation in the field below this check box. The report includes inventory costs for each selected item (except provisional parts, goods or services) that has an inventory row with the selected inventory abbreviation. The system calculates inventory costs on the report as the sum of the following:

Material cost amount + labor cost amount + subcontract cost amount + miscellaneous 1 cost amount + miscellaneous 2 cost amount

If this total is zero, the inventory cost line does not print.

Inv Abbrev

Enter, or click to select, an inventory abbreviation where average actual cost information will be retrieved from.

Include RFQs/RFQ Selections

Select this check box to include Request for Quotes (RFQs)/RFQ Selections information in the report.