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The following table summarizes the actions that you can take on a company document. The current document state and the permissions in your security role determine which actions are available to you at any given moment.
While in Edit Mode in the Organization work area, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".
| From a company document, you can… | Preconditions | New state |
|---|---|---|
|
Submit a new company for approval and activation |
(none) |
Pending Activation |
|
Activate Activate the new company |
(none) |
Active |
|
Deactivate the current company. |
(none) |
Inactive |
|
Submit for Reactivation Resubmit a deactivated company for approval and activation |
Company must already be in the Inactive state |
Pending Activation |
|
Note: Although you can perform workflow actions on a company in the Workspaces work area, keep in mind that your state changes will be overwritten the next time a user in the Organization work area synchronizes the company document. |