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Bond - Main
The Main page of
a Bond document contains detailed
information about the bond, including the name of the issuing company,
the capacity of the bond, and currency type of the bond.
The company that owns the bond is displayed at the top of
the page, next to the label Company.
On the Vendor Company Bond and Org Company Bond document, you can click
on the company name to view detailed information about the company. On
the Workspace Bond document, you can click the Magnifying Glass icon 
to select a different
company.
Depending on the
company and work area in which this bond document is located, bonding
information is grouped under different sections. The bond document needs
to be in edit mode before you can modify these fields.
Project
The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document,
and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.
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Note:
- Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.
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Using the Project section, you can set the current document's project linking status to:
- None:
Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
- One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
- Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
- All: Select to link the current document to all projects within the current workspace.
The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.
Current State: Indicates the state of the Bond
document.
- Number: Type a string of characters that uniquely identifies this bond, or leave
it blank if Proliance is configured to supply one. You
can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin online help.
- Title (Org and Vendor Company only): Type the title of the bonding company. The Title
is required.
- Bonding Company Name (Workspace Bond only): Type the name of the bond.
- Description: Type a description of the bond.
- Bonding Capacity: Enter the currency amount of the guaranteed payment associated with
this bond.
- Bonding Currency Type: Click the Magnifying Glass icon to select the currency type of the capacity amount.
- Priority (Vendor Company and Workspace only): Depending on your Proliance configuration, you can optionally select
a priority for the Bond document. This priority is simply a categorization
for your company's purposes—it does not affect how Proliance handles the
document.
For more information about the actions
available on this page, refer to "Bond
Workflow Actions".