CP-84Material Pricing Solutions Using the Costpoint Materials Estimating Module

Zac Jackson, Yulista Aviation Inc.

AGENDA

• Reasons for using the Materials Estimating module in Costpoint

• Creating a new Proposal within Costpoint

• Compute Proposal Item Cost

• Buy parts proposals using Proposal Item Costing (Summarized)

• Manage Proposal BOM Cost Estimates (Indented)

• PBOMS and Provisional Parts

• Creating Request for Quotes(RFQs) using Materials Estimating Module

• Questions

MATERIAL ESTIMATING MODULE HIGHLIGHTS

• Centralized location of proposal information

• Standardized pricing processes

• Efficiencies in pricing efforts

– Quick automated access to historical and real time data

– Request for Quote(RFQ) creation automated

– Quick automated vendor price comparison

• Allows PBOMs to contain provisional parts

• Puts RFQ and Quote data from pricing effort in the same system Purchase Orders are executed from

CREATING A PROPOSAL IN COSTPOINT

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1. Proposal ID –Identifier for Company’s proposal tracking2. Details header tab-Status, Qty Breaks, Proposal Dates3. Request for Quote Defaults- Buyer, Quote Required Date, Project, Ship ID4. Costing Parameters- Proposal /contract restrictions

BUYS PART PROCESS VS PBOM PROCESS

Adding Buy parts to Manage Proposals- Copy and Paste and Data entry Adding Assemblies to Manage Proposals- PBOMs

COMPUTE PROPOSAL ITEM COST

• Process screen that brings all Proposal information into the Materials Estimating Modules• You must run this process whenever a modification occurs to a proposal or proposal BOM,

and before accessing the Manage Proposal BOM Cost Estimates - Indented or Manage Proposal BOM Cost Estimates - Summarized screen.

PROPOSAL ITEM COSTING (SUMMARIZED)

Use this screen for Proposal's with Buy parts only

PROPOSAL ITEM COSTING (INDENTED)

Use this screen for Proposal's with PBOMs containing Buy and Make parts

MATERIAL COSTING SCREENS SUBTASK

• Use the subtask on these screens to see what information and data is being used for the pricing analysis of the Proposal.

• Each subtask shows you valuable information to the line item selected within the Proposal

PROPOSAL BILLS OF MATERIALS (PBOMS)

Manage PBOMs-Use this screen to adjust PBOMs

within a Proposal

Copy PBOMs- Use this screen to copy EBOMs and MBOMs to PBOMs

to be used within a Proposal

PROVISIONAL PARTS

What are Provisional PartsHow are they used with EBOM and PBOMs

Provisional Parts can be converted into part master parts

REQUEST FOR QUOTES (RFQS)

• Use this screen for automation of RFQs for proposals.• This is one of the most efficient functions of the materials estimating module• Each part number with in the proposal must have approved vendors in order for a RFQ to

be created.

DISCUSSION

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