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The following table summarizes the workflow actions that you can take on a bid history document. The current document state and the permissions in your security role determine which workflow actions are available to you at any given moment.
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".
The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".
| From a bid history document, you can… | Preconditions | New state |
|---|---|---|
|
Submit for Activation Submit a new bid history entry for approval and activation |
(none) |
Pending Activation |
|
Activate Activate the new bid history entry |
(none) |
Active |
|
Deactivate Deactivate the current bid history entry |
(none) |
Inactive |
|
Submit for Reactivation Resubmit a deactivated bid history document for approval and activation |
Bid History document must already be in the Inactive state |
Pending Activation |