Contract Workflow Actions

The following table summarizes the actions that you can perform on a contract document. The current document state and your security permissions determine which actions are available to you at any given moment. While in edit mode, Proliance displays the most likely next action at the top of the page, but you can select another action from the "Workflow" button.

From the Contract document, you can…	Preconditions	New state
Set to Pending Set a draft contract to pending	(none)	Pending
Approve Approve the contract	The value of the contract is less than the Workspace Approval Limit; otherwise, you must have appropriate security permission. The contract has the Awarding Company and Receiving Company defined.	Approved
Close Close the contract	All payments against the contract are 100%. All retainage has been released. All documents related to the contract have been approved, closed, reassigned to another contract or deleted.	Closed
Reopen Reopen a closed contract	(none)	Approved
Unapprove Reverse the approval of the contract	(none)	Pending
Submit for Acceptance Submit the contract for acceptance	The contract has the Awarding Company and Receiving Company defined.	Pending Acceptance
Submit for Approval Submit an accepted contract for approval	The contract has the Awarding Company and Receiving Company defined.	Pending Approval
Do Not Accept Do not accept the contract	(none)	Pending
Do Not Approve Do not approve the contract	(none)	Pending
Cancel Cancel the contract	There are no invoices against the contract	Cancelled
Reset to Draft Reset a Closed or Canceled contract to the Draft state	(none)	Draft