Cost Event Workflow Actions

While in edit mode, 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".

From a cost event document, you can… Preconditions New State

Activate

Activate a Draft cost event to commit its line items to a cost account

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Active

Close

Close a cost event

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Closed

Cancel

Cancel a cost event. The revenue and expense amounts are not included in the cost management information.

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Canceled

 

Reactivate

Reactivate a cost event if you want to modify it after it has been closed or canceled

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Active