to search for RFQs within your Costpoint system.Use this screen to enter a request for quote for a specific vendor. You can enter multiple items and miscellaneous line charge types on the Request for Quote (RFQ) for the specified vendor. This screen displays any RFQs that already exist for a specific item (and the same vendor) on the Manage Request for Quotes by Item screen. You can also create RFQs using the Select Request for Quotes from Proposals and Create Request for Quotes for Proposals screens in Costpoint Materials Estimating. This screen displays any vendor RFQs that already exist for a proposal in Costpoint Materials Estimating.
Use this screen when a quote is required for one or more items from the same vendor.
This screen consists of three tabs:
Details — Use this tab to enter buyer and vendor information about the RFQ.
Defaults — Use this tab to enter default vendor information to use when you add a new line to the table window.
Notes — Use this tab to enter miscellaneous information about a RFQ.
Use this field to enter a code to identify this RFQ. This code is used throughout Costpoint to reference this RFQ.
To update existing RFQs, click to search for RFQs within your Costpoint system.
Costpoint automatically populates this field with the system date. You can enter, or click 
to select, a new date for this field.
Select the status for the RFQ. The available options are:
Pending — This indicates that the RFQ is pending approval and is not ready to be sent to the vendor.
Open — This indicates that the RFQ is open and ready to be sent to the vendor, or it was sent to the vendor and is awaiting reply.
Closed — This indicates that the vendor returned a quote for this RFQ, and no further action is required.
Void — This indicates that the RFQ is voided. No further processing will occur. You cannot print this RFQ.
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Subtask |
Definition |
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Header Standard Text |
Click this link to open the Header Standard Text subtask and assign standard text code to the RFQ at header lever. |
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Header Documents |
Click this link to access the RFQ Header Documents subtask and assign documents to the RFQ header. |
This field displays the RFQ line number. It is a sequential number assigned by Costpoint to track the line items of the RFQ.
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 the RFQ is to be created. Use the Lookup Prov Part button to select a provisional part in this field.
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.
Use this field to enter the required minimum quantity to be quoted for this Item by the vendor.
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, a valid unit of measure that the vendor uses when quoting this item.
Use this field to enter the number of days (after receipt of your order) the vendor needs to deliver the item.
Use this field to enter, or click to select, the date on which the vendor needs to deliver the item.
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 in the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing. You can modify this field or leave it blank.
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.
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.
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.
Use this field to enter, or click to select, the project abbreviation for this RFQ line.
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.
This check box indicates whether or not a Quality Control (QC) inspection is required when the items are received.
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.
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.
Use this field to enter, or click to select, the procurement type code for this RFQ line.
You can establish procurement types in the Manage Procurement Types screen.
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.
If a vendor quote was returned for this RFQ, the quote ID displays in this field.
If a vendor quote was returned for this RFQ, the quote line number displays in this field.
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.
Use this field to enter miscellaneous information about this RFQ line.
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Subtask |
Definition |
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Line Standard Text |
Click this link to open the Line Standard Text subtask and assign established text codes to this RFQ line. |
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Line Quantity Breakpoints |
Click this link to open the Line Quantity Breakpoints subtask and set up quantity breakpoints for this RFQ line. |
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Line Documents |
Click this link to open the Line Documents subtask and assign documents to the RFQ line. |
Click this button to load all existing RFQs for the Item.