Submittal Cross-Checking Icons

Submittals are sent out for prior approvals and for final approvals. To be certain that the submittal and quote are not-in-sync with each other, icons to symbolize submittal state are available. Caution: cross-checking only applies to the quote the submittal was created from. If a new bid is created, then the cross-checking will not apply to the new bid until a new set of submittals is created for the new bid.

1. Navigate to the Quotes page.

2. Open the needed quote.

3. Select the needed phase and bid tabs if there are more than one.

4. Select the "Items" tab. Note: if the line on the quote has a matching submittal, then the icons are enabled and displayed in the "Part" column of the quote.

Blank- there is no matching submittal for the quote line.
Green Check - there are one or more submittal lines matching the line on the quote, and the catalog numbers match between the quote and all matching submittal(s).
Red X - There are one or more submittal lines that match the line on the quote, and the catalog numbers do not match between the quote and the matching submittal(s)
Blue Question Mark - there is more than one submittal line matching the line on the quote, and some catalog numbers match the quote, while other catalog numbers do not match the quote lines.

Kits and Components

Kits and components will work as expected. If the submittal was created with the "roll up kits" box checked, then the rolled up catalog number is checked against the submittal, and the component lines are ignored. If the "roll up kits" box is not checked, then the kit line is ignored, and the component catalog numbers are used instead.

Disabling Cross-Checking Icons

If some users find this feature distracting, it can be turned off on a per-user basis.

1. Navigate to the Quotes page.

2. Open the needed quote.

3. Select "File."

4. Select "Preferences."

5. The "Set Quote Preferences" window will appear.

6. Uncheck the "Show matches and differences between quote and submittal" box.

7. Select "OK."