Details Tab
Proposal Details
Field | Description |
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Status |
Select the proposal's status from this drop-down list. The system-defined options are:
|
Organization |
Enter, or click
|
Freeze PBOMs |
Select this check box and then save the proposal record to prevent further modifications to this proposal BOM record on any of the screens in the Proposal Bills of Material menu. To re-enable modifications to this record, clear the Freeze PBOMs check box and save the record again |
Customer |
Enter, or click
|
Address |
Enter, or click
|
Proposal Manager |
Enter, or click
|
Quantity Breakpoints |
Select up to five quantity breakpoints from this drop-down list. Quantity breakpoint values allow you to cost items for different ordered quantities. For example, an item may cost $2.00 each when you order fewer than 500, but $1.50 if you order 500 or more. When you increase or decrease the number of quantity breakpoints in this drop-down list, Costpoint warns that changing the number of proposal quantity breakpoints also affects the number of end item quantity breakpoints. If you dismiss this warning, the Proposal Qty Break column for the end item in the table window adjusts to the number you selected from this drop-down list. |
Part Lookup Type |
Select from this drop-down list the part lookup type:
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Proposal Dates
Field | Description |
---|---|
RFP Date |
Enter, or click
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Required Date |
Enter, or click
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Proposal Start Date |
Enter, or click
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Completed Date |
Enter, or click
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Last Costed Date/Time |
This field displays the date and time of the most recent cost recalculation for this proposal. If you add or delete end item lines in the table window and try to save the updated information for this proposal, Costpoint asks if you want it to recalculate the proposal costs automatically. |