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The following table summarizes the actions that you can perform on a transfer 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.
For more information, see "Performing a Workflow Action".
| From the Transfer document, you can… | Preconditions | New state |
|---|---|---|
|
Set to Pending Prepare a draft transfer for approval. |
Any cost transfers or budget transfers must be successfully completed before document can enter the Pending state. |
Pending |
|
Approve Approve the transfer. |
Any cost transfers or budget transfers must successfully complete before document can enter the Approved state. |
Approved |
|
Cancel Cancel the transfer. |
(none) |
Canceled |
|
Unapprove Unapprove the transfer. |
(none) |
Pending |
|
Reopen Reopen a canceled transfer. |
(none) |
Draft |