Contents of the Manage Request for Quotes By Item Screen

Use the fields and options to configure the Manage Request for Quotes By Item screen.

Enter RFQs by Item Subtask

Subtask	Definition
Default Line Quantity Breakpoints	Click this link to open the Default Line Quantity Breakpoints subtask and set up breakpoint quantities for the associated RFQ.

RFQ Lines

This table window displays all RFQs associated with the selected item ID.

Field	Description
RFQ	This field displays the identification code of the RFQ associated with the selected item ID.
Vendor	Use this field to enter, or click to select, a valid vendor for this RFQ. The vendor must not be a payroll vendor and its Approval Code must not be Not Approved. If the vendor has an Approval Code ofPending, Costpoint displays a warning. You can establish vendors on the Manage Vendors screen and maintain them in the Vendors menu in Costpoint Purchasing and Costpoint Accounts Payable.
Vendor Name	This field displays the descriptive name of the Vendor.
Address	Use this field to enter, or click to select, the vendor's order address code to which this RFQ is to be sent.
Approved	This field displays the vendor's status code. Valid codes are: Y (Yes): This status indicates that the vendor is approved for the selected item. N (No): This status indicates that the vendor was not approved for the selected item. P (Preferred): This indicates that the vendor is the preferred vendor for the selected item. If this field is blank, no one has determined whether or not the vendor is approved. You can maintain this field on the Assign Vendors to Items screen in Costpoint Product Definition.
RFQ Line	This field displays the line number for this RFQ line.
Description	This field displays the description of the selected item. You can modify this description but it does not override the Item table description.
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.

Field	Description
RFQ U/M	Use this field to enter, or click to select, the unit of measure the vendor uses when quoting this item. You can establish units of measure in the Purchasing Controls menu in Costpoint Purchasing or the Product Definition Controls menu in Costpoint Product Definition.
Required Quantity	Use this field to enter the required quantity to be quoted for this item by the vendor. If the RFQ is specified as a Subcontractor Agreement, this field is optional.
Desired Lead Time - ARO	Use this field to enter the number of days (after receipt of your order) the vendor needs to deliver the item.
Desired Date	Use this field to enter, or click to select, the date on which the vendor needs to deliver the item.
Project	Use this field to enter, or click to select, the project ID for this RFQ line. Projects are initially entered in the Project Master menu in Costpoint Project Setup.
Proj Abbrev	Use this field to enter, or click to select, the project abbreviation for this RFQ line.
Priority	Use this field to enter the Defense Priority Acquisition System (DPAS) or internal priority code for this RFQ line. If a priority was assigned to the Project, it displays here but can be modified.
Ship ID	Use this field to enter, or click to select, the ship ID of the location to which the quoted item is to be delivered. A ship ID may automatically default in if one is set up on the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing. You can modify this field or leave it blank.
QC Insp Reqd	This check box indicates whether or not a Quality Control (QC) inspection is required when the items are received.
Source Insp Reqd	This check box indicates whether or not a government source inspection is required when the items are received. A source inspection normally requires the vendor to obtain approval from a government inspector before any material can be shipped.
Cert Conf Reqd	This check box indicates whether or not a certificate of conformance is requires for the requisitioned items. A certificate of conformance is a legal document, issued by the vendor, which certifies that the material conforms to certain specifications and requirements.
Manufacturer	Use this field to 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.
Manufacturer Part	Use this field to enter, or click to select, the manufacturer part number of the selected item.
Mfg Rev	Use this field to enter the manufacturer part revision number of the selected item.
Vendor Part	Use this field to enter, or click to select, the vendor part number of the selected item.
Vend Rev	Use this field to 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	This field displays the status of this RFQ line. The possible values are: Select the status for the RFQ line. This field defaults with O for new lines, based on the RFQ's status under the Header subtask. Options are: Pending: This indicates that this RFQ line is pending approval and is not ready to be sent to the vendor. Open: This indicates that this RFQ 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. Void: This indicates that this RFQ line is voided. No further processing will occur. You cannot print this line.
Quote	If a vendor quote was returned for this RFQ, the quote ID displays in this field.
Quote Line	If a vendor quote was returned for this RFQ, the quote line number displays in this field.
RFQ Line Notes	Use this field to enter additional notes about this RFQ line. This information prints on the RFQ.
Procurement Type	Use this field to enter, or click to select, the procurement type code for this RFQ line. You can establish procurement types on the Manage Procurement Types screen.
Branch Location	This field displays the branch location information assigned to the buyer. You can establish branch location informations using the Manage Branch Locations screen, and then assign them using the Manage Buyers screen. Both screens are found in Costpoint Purchasing.
Branch Address	This field displays the address of the branch location.
Provisional Part	This field displays Y (Yes) if the selected item is a provisional part. Otherwise, this field displays N (No). You can establish provisional parts for RFQs using the Manage Request for Quotes by Vendor screen.
RFQ Date	Use this field to enter, or click to select, the date on which this RFQ was created.
First Name	Use this field to enter the first name of the vendor's contact person.
Last Name	Use this field to enter, or click to select, the last name of the vendor's contact person.
Fax	Use this field to enter the fax number of the vendor's contact person.
Phone	Use this field to enter the telephone number of the vendor's contact person. Note: The First Name, Last Name, Fax, and Phone fields automatically display the default values established in the Manage Vendors screen but can be modified.
Quote Reqd Date	Use this field to enter, or click to select, the date on which the vendor is required to respond.
Valid Through Date	Use this field to enter, or click to select, the last date through which the vendor's quote is valid.
RFQ Printed	This check box indicates whether or not this RFQ has been printed. Any time you print this RFQ after this check box is selected, 'DUPLICATE' prints on the RFQ, indicating that the RFQ was printed previously. You can clear this check box so that 'DUPLICATE' does not print on the RFQ.
Subcontractor Agreement	Select this check box to specify that the RFQ is for a subcontractor agreement. When a requisition is generated from any RFQ line and this option is selected, the requisition will also be specified as Subcontractor Agreement. Purchase orders assigned or generated must then have a PO type of Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release. If header section or requisition associated with the RFQ header has a requisition that is specified as Subcontractor Agreement, this check box will be automatically selected.
Resource Exists	This check box indicates that the resources have been specified in the Resources subtask for that line. This check box is always disabled and will only be selected if there are one or more rows in the Resources subtask for the requisition line.
Security Clearance System ID	Enter, or click to select the security clearance required for the resources associated with the requisition line.
ITAR Authorization Reqd	Select this option to indicate whether the resource must be authorized for International Traffic in Arms Regulations (ITAR) restricted items.
US Citizenship Reqd	Select this option to indicate whether the associated resource requires US citizenship.
Security Clearance Description	This column displays the description of the security clearance that the resource associated with the requisition line needs to have.
Security Clearance Level	This column displays the level of the security clearance that the resource associated with the requisition line needs to have.
SCI	This column displays whether the security clearance that the resource associated with the purchase order line has been cleared for sensitive compartmented information (SCI).
SAP	This column displays whether the security clearance that the resource associated with the purchase order line has to be cleared for special access program (SAP).
Issuing Agency	This column displays the name of the agency that issued the security clearance.

RFQ Lines Subtasks

Subtask	Definition
Header SOW	Click this link to open the Header SOW subtask and enter the relevant SOW for the requisition.
Line SOW	Click this link to open the Line SOW subtask and enter the relevant SOW for the requisition line.
Resources	Click this link to open the Resources subtask and enter the resources of the subcontractor associated with the requisition.
Header Standard Text	Click this link to open the Header Standard Text subtask and enter default information that is associated with an RFQ.
Header Documents	Click this link to open the Header Documents subtask and assign documents to an RFQ at header level.
Vendor/Item Information	Click this link to open the Vendor/Item Info subtask and view information about the vendor on an RFQ line.
Line Quantity Breakpoints	Click this link to open the Line Quantity Breakpoints subtask and set up quantity breakpoints for an RFQ line.
Line Standard Text	Click this link to open the Line Standard Text subtask and assign established test codes to an RFQ line.
Line Documents	Click this link to open the Line Documents subtask and assign documents to the RFQ at line level.
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes subtask to enter the code and description of the sensitive compartmented information (SCI) and special access program (SAP).
Action History	Click this link to open the Action History subtask to view the fields in the RFQ that were updated by the buyer. It also contains history details of communication with the supplier.
Delivery Schedule	Click this link to open the Delivery Schedule subtask to view the multiple due dates of a purchase requisition line.

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Contents of the Manage Request for Quotes By Item Screen

Use the fields and options to configure the Manage Request for Quotes By Item screen.

Enter RFQs by Item Subtask

Subtask	Definition
Default Line Quantity Breakpoints	Click this link to open the Default Line Quantity Breakpoints subtask and set up breakpoint quantities for the associated RFQ.

RFQ Lines

This table window displays all RFQs associated with the selected item ID.

Field	Description
RFQ	This field displays the identification code of the RFQ associated with the selected item ID.
Vendor	Use this field to enter, or click to select, a valid vendor for this RFQ. The vendor must not be a payroll vendor and its Approval Code must not be Not Approved. If the vendor has an Approval Code ofPending, Costpoint displays a warning. You can establish vendors on the Manage Vendors screen and maintain them in the Vendors menu in Costpoint Purchasing and Costpoint Accounts Payable.
Vendor Name	This field displays the descriptive name of the Vendor.
Address	Use this field to enter, or click to select, the vendor's order address code to which this RFQ is to be sent.
Approved	This field displays the vendor's status code. Valid codes are: Y (Yes): This status indicates that the vendor is approved for the selected item. N (No): This status indicates that the vendor was not approved for the selected item. P (Preferred): This indicates that the vendor is the preferred vendor for the selected item. If this field is blank, no one has determined whether or not the vendor is approved. You can maintain this field on the Assign Vendors to Items screen in Costpoint Product Definition.
RFQ Line	This field displays the line number for this RFQ line.
Description	This field displays the description of the selected item. You can modify this description but it does not override the Item table description.
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.

Field	Description
RFQ U/M	Use this field to enter, or click to select, the unit of measure the vendor uses when quoting this item. You can establish units of measure in the Purchasing Controls menu in Costpoint Purchasing or the Product Definition Controls menu in Costpoint Product Definition.
Required Quantity	Use this field to enter the required quantity to be quoted for this item by the vendor. If the RFQ is specified as a Subcontractor Agreement, this field is optional.
Desired Lead Time - ARO	Use this field to enter the number of days (after receipt of your order) the vendor needs to deliver the item.
Desired Date	Use this field to enter, or click to select, the date on which the vendor needs to deliver the item.
Project	Use this field to enter, or click to select, the project ID for this RFQ line. Projects are initially entered in the Project Master menu in Costpoint Project Setup.
Proj Abbrev	Use this field to enter, or click to select, the project abbreviation for this RFQ line.
Priority	Use this field to enter the Defense Priority Acquisition System (DPAS) or internal priority code for this RFQ line. If a priority was assigned to the Project, it displays here but can be modified.
Ship ID	Use this field to enter, or click to select, the ship ID of the location to which the quoted item is to be delivered. A ship ID may automatically default in if one is set up on the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing. You can modify this field or leave it blank.
QC Insp Reqd	This check box indicates whether or not a Quality Control (QC) inspection is required when the items are received.
Source Insp Reqd	This check box indicates whether or not a government source inspection is required when the items are received. A source inspection normally requires the vendor to obtain approval from a government inspector before any material can be shipped.
Cert Conf Reqd	This check box indicates whether or not a certificate of conformance is requires for the requisitioned items. A certificate of conformance is a legal document, issued by the vendor, which certifies that the material conforms to certain specifications and requirements.
Manufacturer	Use this field to 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.
Manufacturer Part	Use this field to enter, or click to select, the manufacturer part number of the selected item.
Mfg Rev	Use this field to enter the manufacturer part revision number of the selected item.
Vendor Part	Use this field to enter, or click to select, the vendor part number of the selected item.
Vend Rev	Use this field to 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	This field displays the status of this RFQ line. The possible values are: Select the status for the RFQ line. This field defaults with O for new lines, based on the RFQ's status under the Header subtask. Options are: Pending: This indicates that this RFQ line is pending approval and is not ready to be sent to the vendor. Open: This indicates that this RFQ 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. Void: This indicates that this RFQ line is voided. No further processing will occur. You cannot print this line.
Quote	If a vendor quote was returned for this RFQ, the quote ID displays in this field.
Quote Line	If a vendor quote was returned for this RFQ, the quote line number displays in this field.
RFQ Line Notes	Use this field to enter additional notes about this RFQ line. This information prints on the RFQ.
Procurement Type	Use this field to enter, or click to select, the procurement type code for this RFQ line. You can establish procurement types on the Manage Procurement Types screen.
Branch Location	This field displays the branch location information assigned to the buyer. You can establish branch location informations using the Manage Branch Locations screen, and then assign them using the Manage Buyers screen. Both screens are found in Costpoint Purchasing.
Branch Address	This field displays the address of the branch location.
Provisional Part	This field displays Y (Yes) if the selected item is a provisional part. Otherwise, this field displays N (No). You can establish provisional parts for RFQs using the Manage Request for Quotes by Vendor screen.
RFQ Date	Use this field to enter, or click to select, the date on which this RFQ was created.
First Name	Use this field to enter the first name of the vendor's contact person.
Last Name	Use this field to enter, or click to select, the last name of the vendor's contact person.
Fax	Use this field to enter the fax number of the vendor's contact person.
Phone	Use this field to enter the telephone number of the vendor's contact person. Note: The First Name, Last Name, Fax, and Phone fields automatically display the default values established in the Manage Vendors screen but can be modified.
Quote Reqd Date	Use this field to enter, or click to select, the date on which the vendor is required to respond.
Valid Through Date	Use this field to enter, or click to select, the last date through which the vendor's quote is valid.
RFQ Printed	This check box indicates whether or not this RFQ has been printed. Any time you print this RFQ after this check box is selected, 'DUPLICATE' prints on the RFQ, indicating that the RFQ was printed previously. You can clear this check box so that 'DUPLICATE' does not print on the RFQ.
Subcontractor Agreement	Select this check box to specify that the RFQ is for a subcontractor agreement. When a requisition is generated from any RFQ line and this option is selected, the requisition will also be specified as Subcontractor Agreement. Purchase orders assigned or generated must then have a PO type of Subcontractor Agreement, Subcontractor Agreement Blanket, or Subcontractor Agreement Release. If header section or requisition associated with the RFQ header has a requisition that is specified as Subcontractor Agreement, this check box will be automatically selected.
Resource Exists	This check box indicates that the resources have been specified in the Resources subtask for that line. This check box is always disabled and will only be selected if there are one or more rows in the Resources subtask for the requisition line.
Security Clearance System ID	Enter, or click to select the security clearance required for the resources associated with the requisition line.
ITAR Authorization Reqd	Select this option to indicate whether the resource must be authorized for International Traffic in Arms Regulations (ITAR) restricted items.
US Citizenship Reqd	Select this option to indicate whether the associated resource requires US citizenship.
Security Clearance Description	This column displays the description of the security clearance that the resource associated with the requisition line needs to have.
Security Clearance Level	This column displays the level of the security clearance that the resource associated with the requisition line needs to have.
SCI	This column displays whether the security clearance that the resource associated with the purchase order line has been cleared for sensitive compartmented information (SCI).
SAP	This column displays whether the security clearance that the resource associated with the purchase order line has to be cleared for special access program (SAP).
Issuing Agency	This column displays the name of the agency that issued the security clearance.

RFQ Lines Subtasks

Subtask	Definition
Header SOW	Click this link to open the Header SOW subtask and enter the relevant SOW for the requisition.
Line SOW	Click this link to open the Line SOW subtask and enter the relevant SOW for the requisition line.
Resources	Click this link to open the Resources subtask and enter the resources of the subcontractor associated with the requisition.
Header Standard Text	Click this link to open the Header Standard Text subtask and enter default information that is associated with an RFQ.
Header Documents	Click this link to open the Header Documents subtask and assign documents to an RFQ at header level.
Vendor/Item Information	Click this link to open the Vendor/Item Info subtask and view information about the vendor on an RFQ line.
Line Quantity Breakpoints	Click this link to open the Line Quantity Breakpoints subtask and set up quantity breakpoints for an RFQ line.
Line Standard Text	Click this link to open the Line Standard Text subtask and assign established test codes to an RFQ line.
Line Documents	Click this link to open the Line Documents subtask and assign documents to the RFQ at line level.
Link SCI/SAP Security Codes	Click this link to open the Link SCI/SAP Security Codes subtask to enter the code and description of the sensitive compartmented information (SCI) and special access program (SAP).
Action History	Click this link to open the Action History subtask to view the fields in the RFQ that were updated by the buyer. It also contains history details of communication with the supplier.
Delivery Schedule	Click this link to open the Delivery Schedule subtask to view the multiple due dates of a purchase requisition line.