Contents of the Manage Vendor Quotes By Vendor Screen

Use the fields and options to configure the Manage Vendor Quotes By Vendor screen.

Contents

Field	Description
Vendor Quote	This field displays the quote number that uniquely identifies this quote throughout Costpoint. The quote number is incremented and automatically assigned only if you selected the Auto-Assign Quotes check box on the Configure Vendor Quote Settings screen and entered a Last Quote ID. Costpoint increments the Last Quote ID on the Configure Vendor Quote Settings screen by one. You can skip this field when adding a new quote line. When you save the line, Costpoint assigns the next available number. If you did not select the Auto-Assign Quotes check box on the Configure Vendor Quote Settings screen, you must enter a quote ID before saving the new record. Costpoint does not store the last number used, so you must track the quote numbers in your own log.
Vendor	Enter, or click to select, the vendor ID for this quote. The vendor name and vendor location display on the adjacent fields. The vendor must not be a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, Costpoint displays a warning. Establish vendors using the Manage Vendors screen.
Subcontractor Agreement	Select this check box to indicate that the quote is for creating subcontractor agreements. If a request for quotes is entered and it is specified as a subcontractor agreement, this check box will automatically be selected.
Submitted by Supplier	This field indicates that the quote was created in Supplier Portal.
Subcontract	This field displays the subcontract ID linked to the requisition associated with the RFQ. Click the Subcontract link to access the subcontract record on the Manage Subcontracts screen. Note: This field is available only if you are licensed for CRM & Contracts.

Enter Quotes by Vendor Subtasks

Subtask	Definition
Combine Requisitions	Click this link to open the Combine Requisitions subtask to display the requisitions linked to the selected RFQ ID.
Header SOW	Click this link to open the Header SOW subtask and add one or more statement of work to the quote at the header level.
Exchange Rates	Click this link to open the Exchange Rates subtask and modify the transaction currency exchange rate for the selected quote line if it occurs in a non-functional currency.
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes subtask for the security clearance.

Table Window

Use this table window to enter quote lines to the RFQ.

Click to add a new line to this table window.

Field	Description
Quote Line	This field displays the sequential number assigned by Costpoint to track the line items of the vendor quote.
Lookup Type	Use this drop-down list to specify how the Item field uses to retrieve item information. The available options are: Standard: Select this option to access item information for standard parts only. Provisional: Select this option to access item information for provisional parts only. All: Select this option to access item information for all parts.
Item	Enter, or click to select, the item for which this quote line is created.
Rev	This field displays the latest revision of the Item. If you are using multiple part revisions, you can enter, or click to select, another revision.
Line Type	This field contains the item's line type. The possible values are: P: Part G: Good S: Service M: Miscellaneous
Misc Type	Enter, or click to select, the line charge type to be quoted by the vendor. You must make an entry in this field if an Item is not specified.
Description	This field displays the description of the Misc Type. You can modify this description but your changes do override the description on the Item table.
Part Security	This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR). If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item: Unrestricted: The item is not subject to data security restrictions. Restricted: The item is subject to data security restrictions and that you are authorized to access detailed part information. ***UNAUTHORIZED***: The item is subject to data security restrictions and that you are not authorized to access or view part information. This value is displayed in red background color. Note: If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit requisition lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items. Note: The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.
Commodity	This field displays the commodity code assigned to the Item. You can enter, or click to select, a different commodity code.
Order U/M	This field displays the ordering unit of measure, if the Item is a part, or the default unit of measure, if the it is a service.
Quote U/M	Enter, or click to select, the unit of measure that the vendor used when quoting this item.
Default Gross Unit Cost	Enter the default gross unit cost quote for the selected Item.
Default Volume Disc	Enter the default volume unit discount amount for the quoted Item.
Default Net Unit Cost	Enter the default net unit cost amount for the quoted Item.
Func Curr Default Gross Unit Cost	This field displays the default gross unit cost of the item in functional currency. This field is calculated as Default Gross Unit Cost * Trans to Func rate in the Exchange Rates subtask.
Func Curr Default Net Unit Cost	This field displays the default net unit cost of the item in functional currency. This field is calculated as Default Net Unit Cost * Trans to Func rate in the Exchange Rates subtask.
Min Qty	Enter the minimum quantity of the quoted item that the vendor is willing to sell in one order.
Manufacturer	Enter, or click to select, the identification code of the manufacturer assigned to the selected item.   You can establish manufacturers on the Manage Manufacturers screen in Costpoint Product Definition.
Mfg Part	Enter, or click to select, the manufacturer part number of the selected item.
Mfg Rev	Enter the manufacturer part revision number of the selected item.
Vendor Part	Enter, or click to select, the vendor part number of the selected item.
Vend Rev	Enter the revision for the vendor part to be quoted. Note: The Manufacturer, Manufacturer Part, Mfg Rev, Vendor Part, and Vend Rev fields are automatically populated if the part/vendor combination exists on the Manage Alternate Parts screen in Costpoint Product Definition.
Line Status	Use this drop-down list to select the status of this vendor quote line. The available options are: Open: This indicates that this vendor quote line is open and ready to be sent to the vendor, or it was sent to the vendor is awaiting reply. Closed: This indicates that the vendor returned a quote for the item, and no further action is required.
Resource Exists	This check box indicates if there is a resource for the corresponding requisition line. This check box is selected if one or more resources exist in the Resources subtask, otherwise this check box is cleared.
Project	Enter, or click to select, the project ID for this vendor quote line. Projects are initially entered in the Project Master menu in Costpoint Project Setup.
Proj Abbrev	Enter, or click to select, the project abbreviation for this vendor quote line.
Priority	Enter the Defense Priority Acquisition System (DPAS) or internal priority code for this vendor quote line. If a priority was assigned to the Project, it displays here but can be modified.
Ship ID	Enter, or click to select, the ship ID to which the items are to be delivered.
RFQ Line	Enter the line number of the original RFQ from which this vendor quote line originated.
Proposal Line	This field displays the proposal line number for the item if it resides in the referenced proposal. Establish proposal records on the Manage Proposals screen in Costpoint Materials Estimating.
Req Line	This field displays the requisition line number if the RFQ was created using the Manage Purchase Requisitions screen.
Update Alt Parts	Select this check box to add the manufacturer and vendor part number data to the Alternate Part table.
Provisional Part	This field displays Y (Yes) if the item is a provisional part. Otherwise, this field displays N (No).
Line Notes	Enter additional miscellaneous information about this vendor quote line.
Resource Exists	Enter one or more rows into the Resources subtask for the quote line, this check box is automatically selected. Otherwise, this check box is always cleared. This check box specifies that resources have been specified in the Resources subtask for the line.
US Citizenship Reqd	Select this check box to indicate whether the resource requires US citizenship. This field displays as selected to specify that the resource associated with the requisition has to be a US citizen. This check box will be unavailable if you enter a subcontractor ID on the Subcontract Information tab, and is editable if Subcontractor Agreement check box is selected.
ITAR Authorization Reqd	Select this check box to indicate whether the resource must be authorized for International Traffic in Arms Regulations (ITAR).
Security Clearance System ID	Enter, or click  to select, the security clearance required for the resources associated with this requisition.
Security Clearance Description	This field displays the description of the security clearance that the resource associated with the requisition needs to have.
Security Clearance Level	This field displays the level of security clearance that the resource associated with the requisition needs to have. This field indicates whether the level is Top Secret and Secret.
SCI	This check box displays the security clearance that the resource associated with the requisition has been cleared for sensitive compartmented information (SCI) for.
SAP	This check box displays the security clearance that the resource associated with the requisition has been cleared for special access for.
Issuing Agency	Enter the name of the agency that issued the security clearance.
Combine Requisition Exist	If selected, this indicates that there are more than one record in the Requisition Details (from different requisitions) and/or Req Line Details (from multiple requisition lines) subtask, and that there are multiple requisition and/or requisition lines that were consolidated together under an RFQ
Delivery Schedule Exists	If selected, this check box indicates that there are multiple delivery schedules that exist for the requisition line.
Action	Select an action to indicate if vendors have been notified of the changes to the RFQ line. For new RFQs, if the Released to Supplier check box in the RFQ header is selected, then this option defaults to Released to Supplier.  When you add new RFQ lines for existing RFQ IDs, the option defaults to None. Note: This option is only available to users who are licensed for Supplier Portal.
Action Notes	Enter any action notes related to the action taken for the RFQ line. Note: This option is only available to users who are licensed for Supplier Portal.

Quote Lines Subtasks

Subtask	Definition
Action History	Click this link to open the Action History subtask to view the Action History details.
Combined Req Line Details	Click this link to open the Combined Req Line Details subtask to view the combined requisition line details of requisitions assigned to the same supplier/vendor and buyer.
Line SOW	Click this link to open the Line SOW subtask and add one or more statement of work to the quote.
Resources	Click this link to open the Resources subtask and specify one or more resources of the subcontractor agreement.
Line Charges	Click this link to open the Line Charges subtask and set up additional charges for a vendor quote line.
Quantity Breakpoints	Click this link to open the Quantity Breakpoints subtask and set up breakpoint quantities for this quote line.
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes subtask.
Delivery Schedule	Click this link to open the Delivery Schedule subtask to view the multiple delivery schedule of a purchase requisition line.