QuoteCQ: How to Mark a line item as at risk

On the Material Costing screen, you are able to mark multiple line items as Material at Risk at once. Select the items that you would like to edit by clicking on the check marks next to the lines. Then click Edit.

In the Edit dropdown, click Material at Risk

A pop up will appear where you can include a note. Click Save.

You also have the option to mark an item as Material at Risk within CQ Price Selector. Click the 3 horizontal bars in the upper-left hand corner of the screen, then choose “Material at Risk."

You can review these Materials at Risk by clicking on the Review button, then selecting Materials at Risk.

To remove Materials at Risk - Follow the previous steps and uncheck Materials at risk, then click save.