Use this screen to enter quote information for one or more items or miscellaneous line types for a specified vendor. You can associate a quote by vendor with a specified Request for Quote (RFQ).
To associate the information you enter into this screen with an RFQ, you must first enter the RFQ on the Manage Request for Quotes by Vendor screen, or create one using the Create Request for Quotes for Proposals screen in Costpoint Materials Estimating. If you created any quote lines and added them to proposal costs in the Add Vendor Quotes subtask of the Manage Proposal BOM Cost Estimates - Indented and Manage Proposal BOM Cost Estimates - Summarized screens in Costpoint Materials Estimating, they also display on this screen. Similarly, any new quotes that were added in the Reference Quotes subtask (that have an Add Quote of Y) of the Approve Purchase Requisitions or Approve Requisition Lines screens appear on this screen.
Use this screen whenever you need a vendor quote for multiple items.
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.
Use this field to 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.
This screen consists of three tabs:
Details — Use this tab to enter general RFQ, buyer, and vendor information for the vendor quote.
RFQ Info — Use this tab to view information about the RFQ associated with the vendor quote.
Notes — Use this tab to enter miscellaneous information about the vendor quote.
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Subtask |
Definition |
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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. |
Use this table window to enter quote lines to the RFQ.
Click 
to add a new line to this table window.
This field displays the sequential number assigned by Costpoint to track the line items of the vendor quote.
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.
Use this field to enter, or click to select, the item for which this quote line is created.
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.
This field contains the item's line type. The possible values are:
P — Part
G — Good
S — Service
M — Miscellaneous
Use this field to 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.
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.
This field displays the commodity code assigned to the Item. You can enter, or click to select, a different commodity code.
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.
Use this field to enter, or click to select, the unit of measure that the vendor used when quoting this item.
Use this field to enter the default gross unit cost quote for the selected Item.
Use this field to enter the default volume unit discount amount for the quoted Item.
Use this field to enter the default net unit cost amount for the quoted Item.
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.
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.
Use this field to enter the minimum quantity of the quoted item that the vendor is willing to sell in one order.
Use this field to enter, or click to select, the identification code of the manufacturer assigned to the selected item.
You can establish manufacturers in the Manage Manufacturers screen in Costpoint Product Definition.
Use this field to enter, or click to select, the manufacturer part number of the selected item.
Use this field to enter the manufacturer part revision number of the selected item.
Use this field to enter, or click to select, the vendor part number of the selected item.
Use this field to enter the revision for the vendor part to be quoted.
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.
Use this field to 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.
Use this field to enter, or click to select, the project abbreviation for this vendor quote line.
Use this field to 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.
Use this field to enter, or click to select, the ship ID to which the items are to be delivered.
Use this field to enter the line number of the original RFQ from which this vendor quote line originated.
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.
This field displays the requisition line number if the RFQ was created using the Manage Purchase Requisitions screen.
Select this check box to add the manufacturer and vendor part number data to the Alternate Part table.
This field displays Y (Yes) if the item is a provisional part. Otherwise, this field displays N (No).
Use this field to enter additional miscellaneous information about this vendor quote line.
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Subtask |
Definition |
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Line Charges |
Click this link to open the Line Charges subtask and set up additional charges for a vendor quote line. |
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Quantity Breakpoints |
Click this link to open the Quantity Breakpoints subtask and set up breakpoint quantities for this quote line. |