Creating a Submittal Like in O4

A Submittal Like is a quick and convenient way to create a submittal package from a bill of material. This article will explain how to create a submittal like from a project and order in O4. For more information about creating a submittal from scratch, click here.

Creating a Submittal Like

From a Project

1. Click the  icon.

2. Select Projects from the drop-down list.

3. The Project/Quote Listing page will appear.

4. Open a project.

5. Click File, then New, then New Submittal Like.

6. The New Submittal Like page will appear.

From an Order

1. Click the  icon.

2. Select Orders from the drop-down list.

3. The Order Listing page will appear.

4. Open an order.

5. Click File, then New Submittal Like.

6. The New Submittal Like page will appear.

The New Submittal Like Page

1. Define submittal preferences. Note: this section will not appear when creating a submittal like from an order; skip to step 3.

• Lamps- select lines coded as lamp
• Accessories- select lines coded as accessory
• CQ- only select lines coded as courtesy quote
• From Orders- select lines that have been converted to an order
• Roll Up Kits- collapse component lines into the kit line
• Roll Up Accessories- collapse accessory lines into the fixture line
• Zero Quantity Items- select lines that have zero quantity
• Drop Descriptions- do not bring over line descriptions
• Drop Line Notes- do not bring over line notes

2. Click .

3. Select specifiers for the job. Note: specifiers from the quote or order will automatically populate. Users can select up to two specifiers.

4. Click .

5. Check the box for line items you wish to populate in the submittal. Note: use the check box in the top right corner to select or deselect an option all together.

6. Click .

7. The Submittal Editor will appear. For more information about building the submittal, click here.