How to Troubleshoot and Resolve Issues with Locked RFQs or Estimate Statuses in Buildxact
When working with estimates and RFQs (Request for Quotes) in Buildxact, you may encounter issues such as locked RFQs or difficulties in editing estimates. This guide provides step-by-step instructions to resolve these common problems.
Overview of Estimate Statuses
In Buildxact, estimates can have different statuses, such as "Draft," which allows for editing. Changing an estimate back to "Draft" is often necessary to make adjustments or resolve locked states. To change an estimate back to "Draft":
Open the estimate in Buildxact.
Use the status dropdown menu to select "Draft."
Once the status is updated, you can proceed with editing the estimate as needed.
Common Issues with RFQs and Estimates
Locked RFQs After Changing Estimate Status
If you change an estimate to "Draft" but the RFQ remains locked for the contractor, follow these steps:
Verify that the estimate status has been successfully updated in the system.
Relaunch the RFQ from the sent email to ensure the contractor has access.
Confirm that all changes are saved and check again.
Residual Linkage After Deleting an RFQ
Sometimes, after deleting an RFQ, the associated quote line may still appear linked or locked. To resolve this:
Refresh your browser to ensure the system reflects the latest changes.
Re-open the estimate to confirm that the line is now editable.
Additional Tips for Resolving Locked States
Always save changes and refresh your browser to ensure updates are applied.
If issues persist, consider logging out and back into Buildxact to reset the session.
For complex issues, contact Buildxact support for further assistance.
By following these steps, you can effectively troubleshoot and resolve issues related to locked RFQs or estimate statuses in Buildxact.