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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 Quote document, you can… | Preconditions | New State |
|---|---|---|
|
Issue Quote Submit a quote for review. |
The quote has an Awarding Company and a Receiving Company defined. You are a contact of the Receiving Company or you have permission to act on behalf of the receiving company. |
Issued |
|
Complete Review Complete a review of the quote. |
The quote has an Awarding Company and a Receiving Company defined. You are a contact of the Awarding Company or you have permission to act on behalf of the awarding company. |
Reviewed |
|
Close the quote. There is no explicit workflow action to do this—Proliance automatically closes the quote when you create a new contract or change order from the quote. |
You are a contact of the Awarding Company or you have permission to act on behalf of the awarding company. |
Closed |
|
Submit Preliminary Quote Submit a preliminary quote. |
The quote has an Awarding Company and a Receiving Company defined. You are a contact of the Receiving Company or you have permission to act on behalf of the receiving company. |
Preliminary |
|
Return for Review Send this quote for further revision and review. |
You are a contact of the Receiving Company or you have permission to act on behalf of the receiving company. |
Returned |
|
Submit Revision Submit a revised quote for review. |
You are a contact of the Receiving Company or you have permission to act on behalf of the receiving company. |
Revised |
|
Cancel Cancel the quote. The quote is archived, but the amounts have no impact on the cost account. |
You are a contact of the Receiving Company or you have permission to act on behalf of the receiving company. |
Canceled |
|
Reset to Draft Reset a canceled quote back to Draft state. |
You are a contact of the Receiving Company or you have permission to act on behalf of the receiving company. |
Draft |
|
Remove from CO/Contract Set the quote to the Reviewed state. |
You are a contact of the Awarding Company or you have permission to act on behalf of the awarding company. |
Reviewed |