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This function creates a special query that displays specifications that are either 1) missing "Spec Status" milestones such as "Client approved" or a vendor quote ID or 2) that have critical dates that may be about to pass. When you run it, FF&EZ will create the query for you, using the Query tool (below), then display the results. When you select this command, a "special query" pop-up will appear that allows you to select (or deselect) the conditions that you want to test.
Since this query looks for a broad range of status items, using all of its test conditions early in a project will probably produce a list that includes every spec. However, if you are updating the approvals, the vendor quote fields, the submittal management fields or the lead time and project "Install" fields, selecting these tests on this query's setup screen will begin displaying only those specifications that need further work.
This is a standard query, so after running it the first time, you can click on the Query button to display the query itself, then click on conditions that are not important and use the Delete button to the right to remove those conditions. When you run the query again manually (that is, not with the Status Check button) the list will be updated with specs that meet the modified query.
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Vendor ID (Vendor) starts with "TBD"
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Used to find specifications for which no vendor has been chosen.
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Lead time vs. install date is critical
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The item must be ordered within 7 days to meet the lead time (in weeks) entered for the product
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No design approval date
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No date entered on this "Specification Status" field.
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No client approval date
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No date entered on this "Specification Status" field.
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No cost (or price) has been entered
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Locates specs with possibly incomplete pricing.
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Vendor quote ID is empty
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Used to locate specs for which the price has not been verified. Note: when you clone a specification or a project, you can clear all quote information to ensure prices are checked for the new spec or all project specs.
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Quote expired or will soon
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The expiration period entered for the vendor quote will expire within 7 days.
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Submittal req. not satisfied
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The number of submittals marked "complete" is less than the number required.
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Profit = 0 (Specification)
Spec purchasing % = 0 or not same as project %
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(Billing type 1) The cost is equal to the price.
(Billing type 2 or 3) No purchasing fee % has been entered on the specification.
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Tax % (Specification) does not match that of project
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Used to verify that all products have the same tax rate applied (or list exceptions so they can be verified).
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Freight % (Specification) does not match that of project
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List specifications with estimated freight % that isn't the same as the project %.
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No shipping destination chosen
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Locate specs in which no shipping destination was ever selected.
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