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.
You can also manually add an RFQ line and may or may not link it to a requisition/requisition line. If you link it to a requisition/requisition line and it has a corresponding delivery schedule, then the details will automatically load in the Delivery Schedule subtask, otherwise the Delivery Schedule subtask will be blank but remains editable.
Use this screen when a quote is required for one or more items from the same vendor.
This screen consists of these 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.
Security Requirements - Use this tab to enter the default security requirements of any resources that are used for the requisition.
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.
Select this check box to indicate that the RFQ is for creating subcontractor agreements. If a requisition is entered in the header section, and it is specified as a subcontractor agreement, this check box will automatically be selected.
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Subtask |
Definition |
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Combine Requisitions |
Click this link to open the Combine Requisitions subtask to combine requisitions assigned to the same supplier/vendor and buyer. |
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Link SCI/SAP Security Codes |
Click this link to open the Link SCI/SAP Security Codes subtask to add the code and description of the requisition if the security clearance selected has SCI/SAP selected. |
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Header SOW |
Click this link to open the Header SOW subtask and to add one or more statements of work to the RFQ at the header level. |
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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 level. |
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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.
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
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 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 that you are not authorized to access or view part information. This value is displayed in red background color.
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.
Enter, or click to select, a valid unit of measure that the vendor uses when quoting this item.
Enter the number of days (after receipt of your order) the vendor needs to deliver the item.
Enter, or click to select, the date on which the vendor needs to deliver the item.
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.
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.
Enter, or click to select, the manufacturer part number of the selected item.
Enter the manufacturer part revision number of the selected item.
Enter, or click to select, the vendor part number of the selected item.
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.
This check box indicates if there is a resource for the corresponding requisition line. This check box is selected if one or more resources exist in the Resources subtask, otherwise this check box is cleared.
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.
Enter, or click to select, the project abbreviation for this RFQ line.
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.
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.
Enter, or click to select, the ID of the requisition for which the RFQ line will be generated.
If selected, this check box indicates that combined requisitions exist for the requisition line, and you can check the Combined Req Line Details for more information.
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.
If selected, this check box indicates that the resource associated with the requisition has to be a citizen of the United States of America (USA).
If selected, this check box indicates that the resource associated with the requisition has to be authorized for International Traffic in Arms Regulations (ITAR) restricted items.
This field displays the security clearance that the resource associated with the requisition needs to have.
This field displays the description of the security clearance that the resource associated with the requisition needs to have.
This field indicates the security clearance level that the resource associated with the requisition needs to have. The value for this field corresponds to the security clearance ID entered.
This field indicates the agency that issued the security clearance.
If selected, this check box indicates that the security clearance that the resource associated with the requisition has to be cleared for the Sensitive Compartmented Information (SCI).
If selected, this check box indicates that the security clearance that the resource associated with the requisition has to be cleared for Special Access Programs (SAP).
Select an action to indicate if vendors have been notified of the changes to the RFQ line. For new RFQs, if the Released to Supplier check box in the RFQ header is selected, then this option defaults to Released to Supplier. When you add new RFQ lines for existing RFQ IDs, the option defaults to None.
Enter any notes related to the action taken both by the vendor and buyer for the RFQ line.
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Subtask |
Definition |
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Action History |
Click this link to open the Action History subtask to view the fields in the RFQ that were updated by the buyer. It also contains history details of communication with the supplier. |
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Combined Req Line Details |
Click this link to open the Combined Req Line Details subtask to view the combined requisition line details of the requisition. |
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Link SCI/SAP Security Codes |
Click this link to open the Link SCI/SAP Security Codes subtask to add the code and description of the requisition if the security clearance selected has SCI/SAP selected. |
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Line SOW |
Click this link to open the Line SOW subtask to add one or more statements of work to each RFQ line. |
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Resources |
Click this link to open the Resources subtask to specify one or more resources associated with this RFQ line. |
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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. |
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Delivery Schedule |
Click this link to open the Delivery Schedule subtask to enter and view the delivery schedule for the requisition. |
Click this button to load all existing RFQs for the Item. This also loads all selected records and combine all part/revision based on the information from the Combine Requisitions subtask (at the header section) or Requisition ID from the header section.