Quotes Subtask

Use the Quotes subtask to view vendor quote information corresponding to the header selection criteria.

You can enter quote information on the Manage Vendor Quotes by Item screen and/or the Manage Vendor Quotes by Vendor screen in Costpoint Procurement Planning. Also, you can assign Quote IDs to items in the Add Quotes subtask of the Manage Proposal BOM Cost Estimates - Indented and Manage Proposal BOM Cost Estimates - Summarized applications in Costpoint Materials Estimating.

Table Window

Field	Description
Quote	This column displays the quote ID associated with the selected item.
Vendor	This column displays the vendor ID.
Vendor Name	This column displays the name of the vendor who submitted the quote.
Item	This column displays the item ID of the selected item.
Rev	This column displays the revision of the item.
Misc Type	This column displays the miscellaneous charge type code.
Description	This column displays the item 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 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 PO 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.
Subcontractor Agreement	This column displays if the vendor quote is for one of the subcontractor agreement PO types.
Trans Currency	This column displays the transaction currency code that is specified for the quote in the Exchange Rates subtask in the Manage Vendor Quotes by Vendor and/or Manage Vendor Quotes by Item screens. All amounts on this screen will be in terms of this currency, unless the field is denoted with functional currency.
Resource Exists	This column displays if there is at least one row in the Resources subtask for the corresponding quote line. This will be selected if one or more resources exist in the subtask.
Quote Date	This column displays the date on which the quote was submitted.
Quote Line	This column displays the quote line number.
Default Net Unit Cost	This column displays the default net unit cost.
Func Currency Default Net Unit Cost	This column 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 in the Manage Vendor Quotes by Vendor and/or Manage Vendor Quotes by Item screens.
Line Charge Amount	This column displays the line charge amount.
Func Currency Line Charge Amt	This column displays the sum total amount for line charges in terms of the functional currency (that is, the total of all values in the Func Curr Amount column in the Line Charges subtask).This field is calculated as Line Charge Amount * Trans to Func rate in the Exchange Rates subtask in the Manage Vendor Quotes by Vendor and/or Manage Vendor Quotes by Item screens.
Quote Type	This column displays the quote type from the quote type table.
Expiration Date	This column displays the date on which the quote expires.
Quote U/M	This column displays the quoted unit of measure.
Minimum Quantity	This column displays the minimum quantity.
Status	This column displays the status of the quote.
Project	This column displays the project for which the quote was received.
Manufacturer Name	This column displays the name of the manufacturer of the item quoted by the vendor.
Manufacturer Part	This column displays the manufacturer part number quoted by the vendor.
Mfg Rev	This column displays the revision number for the manufacturer part.
Vendor Part	This column displays the vendor part number.
Vend Rev	This column displays the revision number of the vendor part.
Vendor Location	This column displays the vendor location.
Vendor Contact Last Name	This column displays the last name of the vendor contact that provided the quote.
Vendor Contact First Name	This column displays the first name of the vendor contact.
Phone	This column displays the telephone number for the vendor contact.
Vendor Approval Status	This field displays the vendor's Approval Code that was set in Approve Vendors. The values are the following: A: The vendor is approved N: The vendor is not approved P: The vendor's approval status is pending
Issuing Agency	This column displays the name of the agency that issued the security clearance.
Security Clearance System ID	This column displays the security clearance required for the resources associated with this quote line.
ITAR Authorization Reqd	This column displays if the resource must be authorized for International Traffic in Arms Regulations (ITAR).
US Citizenship Reqd	This column displays if the resource requires US citizenship.
SCI	This column displays if the security clearance that the resource associated with the quote line has been cleared for sensitive compartmented information (SCI).
SAP	This column displays if the security clearance that the resource associated with the quote line has to be cleared for special access program (SAP).
Security Clearance Description	This column displays the security clearance that the resource associated with the quote line needs to have.
Security Clearance Level	This column displays the level of the security clearance that the resource associated with the quote line needs to have.
Quantity Breakpoints	Use this table window to view quantity breakpoints information for the request for quote. You can enter quantity breakpoint information for the RFQ in the Quantity Breakpoints subtask of the Manage Request for Quotes By Item or Manage Request for Quotes By Vendor screen in Costpoint Procurement Planning. Quantity breakpoint values can also be modified in the Select Request for Quotes from Proposals screen if the RFQ was created on the Create Request for Quotes for Proposals application in Costpoint Materials Estimating.
Minimum Quantity	This column displays the quote's minimum quantity breakpoint.
Gross Unit Cost	This column displays the gross unit cost before any discount is applied.
Volume Discount %	This column displays the discount associated with the quantity breakpoint.
Net Unit Cost	This column displays the net unit cost after any discount is applied.
Func Curr Gross Unit Cost	This column displays the gross unit cost of the item in functional currency. This field is calculated as Gross Unit Cost * Trans to Func rate in the Exchange Rates subtask in the Manage Vendor Quotes by Vendor and/or Manage Vendor Quotes by Item screens.
Func Curr Net Unit Cost	This column displays the default net unit cost of the item in functional currency. This field is calculated as Net Unit Cost * Trans to Func rate in the Exchange Rates subtask in the Manage Vendor Quotes by Vendor and/or Manage Vendor Quotes by Item screens.
Vendor Lead Time	This column displays the lead time in days required for the quantity.

Subtasks

Subtask	Description
Header SOW	Click this link to view the Header SOW subtask.
Line SOW	Click this link to view the Line SOW subtask.
Resources	Click this link to view the Resources subtask.
Line Charges	Click this link to open the quote's Line Charges subtask.
Link SCI/SAP Security Codes	Click this link to view the Link SCI/SAP Security Codes subtask.
Combined Req Line Details	Click this link to view information on the Combined Req Line Details subtask.
Delivery Schedule	Click this link to view information on the Delivery Schedule subtask.