Costpoint Online Help

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Proposals Subtask

This subtask displays information regarding where the provisional part (highlighted in the main screen table window) appears in a proposal or Proposal Bill of Material (PBOM).

Before you can populate the table window with the appropriate information, the provisional part must be an active end item in the proposal record (on the Manage Proposals screen in Materials Estimating) or a component part in a proposal's PBOM assembly (on the Manage Proposal Bills of Material screen in Materials Estimating).

The provisional part can exist as a single end item or as a PBOM in a proposal. After you establish the proposal ID, you can create a PBOM and its components (that is, the PBOM assembly) for the proposal on the Manage Proposal Bills of Material screen. In turn, you can assign the PBOM assembly as an end item on the Manage Proposals screen.

Note: When you add a provisional part to an existing proposal on the Manage Proposals screen, you must run the Compute Proposal Item Costs application in Materials Estimating for the given proposal ID in order for the provisional part to appear in this subtask.

Contents

This table window displays proposal information in which the provisional part is either an "end item" in a proposal record or a component part in a proposal's PBOM assembly. Proposal information is established on the Manage Proposals screen, and you assign component parts to PBOM assemblies on the Manage Proposal Bills of Material screen.

Field Description
Proposal, Rev, Proposal Name

These columns display the ID, revision (if applicable), and name of the proposal in which the provisional part is included.

Proposal Status

This column displays the status of the proposal. Valid values are:

  • IP: In Process
  • CM: Completed
  • SB: Submitted
  • CA: Closed Awarded
  • CL: Closed Lost
  • CN: Closed Not Submitted
Customer Name, Customer

These columns display the customer name and customer ID assigned to the proposal. Customer information is established and maintained on the Manage Customers screen in Accounts Receivable and Sales Order Entry.

Make/Buy

The Make/Buy status assigned on the Manage Provisional Parts screen defaults here, or you can select a new Make/Buy status for planning. This selection displays as M (Make) or B (Buy) in various screens.

Proposal Qty Break 1-5

These columns display the quantity breakpoint for the end item. The number selected in the Quantity Breakpoints drop-down list on the Manage Proposals screen in Materials Estimating determines the number of Proposal Qty Break fields that appear in the table window.

Procurement Type

This column displays the default procurement type code for the RFQ that is generated from this proposal. You can assign the value in this field in the Procurement Type field on the Manage Proposal BOM Cost Estimates - Summarized screen in Materials Estimating.

Line Charge Type

This column displays the line charge type, if applicable, for the proposal item. You can assign the value in this field in the Fixed Cost Line Charge Type field on the Proposal Item Costs subtask of the Manage Proposal BOM Cost Estimates (either Indented or Summarized) screens in Materials Estimating.

Proposal Item Notes

This column displays any notes associated with the proposal item. You can enter these notes for the line item in the Proposal Item Notes column on the Manage Proposal BOM Cost Estimates - Summarized screen in Materials Estimating.