Instruction - Main

• Awarding Company: The name of the company that will be paying for the work that is requested in the instruction document. You can edit the name of the company under the Linked Information section.
• Currency: The currency used in this instruction. You can change this currency under the Settings page.
• Instruction Type: Indicates the type of instruction that is available in this document. The are five types of instructions: Price Only, Proceed Notify if Cost, Proceed No Cost, Info, and Special. For a description on these cost types or to change the cost type of an instruction, refer to the Details section.
• Title: The title of the instruction that is used to identify this document. You can edit the title under the Details section.
• Current State: Indicates the current state of the document.
• Number: A string of characters that uniquely identifies this instruction document among your workspace's other documents. You can edit the Number under the Details section. :  
• Quote Reference: A link to the quote that was received in response to the instruction. Click this link to open the quote. To change this quote, refer to the Linked Information section.
• Receiving Company: The name of the company that is responsible for producing the work as per the instruction document. You can edit the name of the company under the Linked Information section.
• Response Due Date: The date when a response to the instruction is expected. You can edit this date under the Dates section.
• Total Estimated Cost: The calculated cost of all the line items in this instruction. You can edit this value by modifying the line item values on the Line Items page.

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.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

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.

• Instruction Type:

  Select the type of instruction being described in the document:

  • Info: Indicates that the instruction document is being supplied for information or clarification and no cost is expected.
  • Price Only: Indicates this instruction is only providing you with the cost. Do not proceed without further instruction.
  • Proceed Notify if Cost: Indicates that you can proceed with the work but you are expected to send a notice if there is additional cost to the work.
  • Proceed No Cost: Indicates that you can proceed with the work and no cost is expected.
  • Special: Indicates this document contains special instructions. Refer to the special instructions located under the Details section.
• Current State: The current state of the document.
• Description: Type a description of the instruction document in this area.
• Notes: Describe any special instructions in this area.
• Number: Type a string of characters that uniquely identifies this instruction document, or leave it blank if Proliance is configured to supply one. You can configure the format by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Quote Expected: Select Yes to indicate that you are expecting a quote for this instruction, otherwise select No.
• Magnitude Quote Requested: Select Yes to indicate that you are expecting an "order of magnitude" quote, otherwise select No. This setting is for informational purposes only.
• Response Message: For the recipient of the instruction, type a response to the instruction document in this area.
• Title: Type a title for the instruction document. The Title is required.

This section contains a link to the related quote, to the awarding and receiving company, and to contact information. To include links to other workspace-related documents, use the Instruction - Document Preferences page.

• Quote Reference: Click the Magnifying Glass icon to select the quote that was received in response to the instruction.
• Awarding Company: Click the Magnifying Glass icon to select the company that is paying for the work that is requested in the instruction document. You can edit this name only when the instruction is in the Draft state.
• Awarding Contact:

  Click the Magnifying Glass icon to select the contact person from the awarding company. You can edit this name only when the instruction is in the Draft state.

  Proliance will add the name of the awarding contact to the appropriate recipient fields (To:, CC:, HCC:) in the Workflow tab during a pending state change, if this instruction document subtype has been set up to use initiating participants. To learn how to use the participants feature, see "Configuring Document Workflow States" in the Proliance Local Admin on-line help.

• Receiving Company: Click the Magnifying Glass icon to select the company that is getting paid for the work as per the instruction document.
• Receiving Contact:

  Click the Magnifying Glass icon to select the contact from the receiving company.

  Proliance will add the name of the receiving contact to the appropriate recipient fields (To:, CC:, HCC:) in the Workflow tab during a pending state change, if this instruction document subtype has been set up to use receiving participants. To learn how to use the participants feature, see "Configuring Document Workflow States" in the Proliance Local Admin on-line help.

• Issue Date: Enter the date when you submitted the instruction document. Proliance automatically inserts the current date when an instruction's state changes from a Draft state to the Instruction Submitted or Closed states.
• Received Date: Enter the date when you received a quote in response to this instruction document. This quote has a Draft or Issued state.
• Response Due Date: Enter the date when you are expecting a response to the instruction document.
• Response Date: Enter the date when you sent a response to the instruction. Proliance automatically inserts the current date when the instruction's state changes to the Response Submitted state.
• Quote Received Date: The date when you received a quote in response to the instruction document.