Requirements to use this feature within your instance:
Ensure this is turned on by CalcuQuote team member.
This feature is only available in the new generation architecture.
Step-by-Step Instructions
1. Create the RFQ as a Package Assembly
Create a new RFQ and select Package Assembly
Enter the package name and complete all required fields
Follow the standard workflow for creating a package quote
Additional reference: Create a Package Quote guide
2. Build the BOM and Complete Costing
Navigate to the BOM tab
Add all top-level assemblies included in the package
Verify all sub-assemblies are correctly structured
Confirm quantities and structure are accurate
Complete the material costing process
✅ Best Practice: Ensure everything is finalized before splitting—discrete assemblies inherit this data
3. Generate Discrete Assemblies
Go to the Summary page
Under Actions, select Create Discrete Assemblies
Choose one of the following:
Multi-Year Assemblies
Standard Assemblies
Multi-Year Option
Select the base year
Define package quantities by year
4. Submit and Monitor the Split
Save your selections to start processing
Do not edit the original package RFQ during processing
Look for the spinning status icon
Wait for the success confirmation message
5. Confirm Successful Completion
Look for the green success message
Reopen Create Discrete Assemblies and check Status
Confirm status = Successful
Record the RFQ ID
6. Review Generated Discrete Assembly RFQs
Navigate to the RFQ list
Locate the newly created assembly RFQs
Open one and confirm:
Top-level assembly is present
Sub-assemblies are included
Pricing matches the package
Assembly name/number carried correctly
7. Validate Pricing and Apply Adjustments
Review inherited pricing
Apply assembly-specific updates:
Markups
Labor changes
Pricing overrides
Finalize using the Summary tab
8. Verify Quantity Behavior
Multi-Year Assemblies
Quantities are distributed by year
Additional quantities added later will not include pricing automatically
Standard Assemblies
No year field
Quantities appear as a single total
Important Notes
Original package RFQ remains unchanged
New RFQs are created for each assembly
Pricing and structure are copied at the time of the split
Finalize BOM and costing before splitting
Use RFQ ID for traceability
Monitor via Status panel instead of refreshing
Validate one assembly first, then spot-check
Use multi-year only when needed to reduce complexity