Rejecting the Bid, Cost Sheet, and Quotation, and Canceling the Contract from the Actions Menu
The Reject action in bids, cost sheets, and construction quotations, and the Cancel action in contracts, moved from the status buttons in the page header to the actions bar, and it appears directly before Delete. The goal is that header buttons stay for the next step in the document cycle (issue, approve, activate), and that ending actions are with delete. In payment certificates and reverse payment certificates, Reject stays in the header buttons.
Table of Contents
When Does the Action Appear?
| Document | Action | Required status | Permission |
|---|---|---|---|
| Cost Sheet | Reject | Issued | Approve & Reject Cost Sheets |
| Construction quotation | Reject | Issued | Approve & Reject Construction Quotations |
| Bid | Reject | Quoted or Awarded, and not converted to a project | Edit & Delete All Bids or Edit & Delete His Own (Created) Bids |
| Contract | Cancel | Active | Approve & Reject Construction Contracts |
| Payment certificate and reverse payment certificate | Reject | As before | Stays in the header buttons |
Rejection Steps
- Open the record and click Reject in the actions bar (or from the More menu on small screens).
- The Change Status window appears with a message such as Are you sure you want to reject cost sheet #(number)?
- Write the reason in Enter the reason for rejection (optional, up to 255 characters).
- Click Yes; this message appears: Status Updated Successfully.
Confirmation Messages
| Document | Message |
|---|---|
| Cost Sheet | Are you sure you want to reject cost sheet #(number)? |
| Quotation | Are you sure you want to reject construction quotation #(number)? |
| Bid | Are you sure you want to reject bid #(number)? |
Why Did Rejection Move?
Header buttons are now only for the next positive step (issue, approve, set as quoted, activate, close), and actions that end the document (reject, cancel, delete) are next to each other in the actions bar, to reduce wrong clicks. On small screens, extra actions move to the More menu.
Effect of Rejection on Each Document
| Document | After rejection |
|---|---|
| Cost Sheet | Can’t be edited; Clone appears; a quotation can’t be created from it. |
| Quotation | Can’t be approved or linked to a contract. |
| Bid | Becomes Rejected; a bid converted to a project can’t be rejected. |
| Contract (cancel) | Becomes Cancelled and the project is cancelled; you can Reactivate. |
Error Messages and Solutions
| Message | Cause | Solution |
|---|---|---|
| Rejection reason must be less than 255 characters | The reason is longer than 255 characters. | Shorten the reason. |
| You can’t edit a rejected cost sheet, instead you can clone it. | Editing a rejected cost sheet. | Use Clone. |
FAQs
Where did the Reject button go?
To the actions bar before Delete.
Why doesn’t Reject appear in the bid?
Because it isn’t Quoted or Awarded, or it was converted to a project.
Is the rejection reason required?
No.
Why does Reject appear in the payment certificate header?
Payment certificates keep rejection as a main action.
Can the rejection be undone?
There is no undo action; clone the cost sheet or create a new quotation.
Who can cancel the contract?
Whoever has Approve & Reject Construction Contracts, and the contract is Active.
Does rejection appear in the list?
It appears on the record page in the actions bar.
Does the client see the rejection reason?
The reason is saved in the record and its activity within the system.