Purchase Management — FAF requests
Create, approve, sign, attach, print and manage Financial Approval Form requests.
Create a FAF request
Create a FAF requestCreate a Financial Approval Form request with requester, department, details and lines.Admin Area → Purchase → FAF Request → New
Open guide →GuideEdit a FAF request
Edit a FAF requestUpdate an editable FAF request.Admin Area → Purchase → FAF Request → open request → Edit
Open guide →GuideView a FAF request
View a FAF requestReview header, values, approval, notes, files and signature.Admin Area → Purchase → FAF Request → open request
Open guide →GuideDelete a FAF request
Delete a FAF requestRemove a FAF request through the supported action.Admin Area → Purchase → FAF Request → Delete
Open guide →GuideChoose the FAF requester by department
Choose the FAF requester by departmentLoad/select requestors after choosing a department.Admin Area → Purchase → FAF Request → New/Edit → Department/Requester
Open guide →GuideAdd sales notes to a FAF request
Add sales notes to a FAF requestUse the sales-notes area on the FAF detail screen.Admin Area → Purchase → FAF Request → open request → Notes
Open guide →GuideAdd a FAF note
Add a FAF noteRecord an internal note against the request.Admin Area → Purchase → FAF Request → open request → Notes → Add
Open guide →GuideUpload a FAF attachment
Upload a FAF attachmentAttach supporting evidence.Admin Area → Purchase → FAF Request → open request → Files → Upload
Open guide →GuideDownload a FAF attachment
Download a FAF attachmentOpen an authorised FAF file.Admin Area → Purchase → FAF Request → open request → Files → Download
Open guide →GuideDelete a FAF attachment
Delete a FAF attachmentRemove a FAF file.Admin Area → Purchase → FAF Request → open request → Files → Delete
Open guide →GuideRequest FAF approval
Request FAF approvalSubmit the form to its configured approval route.Admin Area → Purchase → FAF Request → open request → Request Approval
Open guide →GuideApprove or reject a FAF request
Approve or reject a FAF requestRecord the decision through the supported status action.Admin Area → Purchase → FAF Request → open request → Approve/Reject
Open guide →GuideChange a FAF request status
Change a FAF request statusUse the dedicated FAF status action.Admin Area → Purchase → FAF Request → open request → Status
Open guide →GuideUpload a requestor FAF signature
Upload a requestor FAF signatureStore the requestor signature attachment.Admin Area → Purchase → FAF Request → open request → Requestor Signature
Open guide →GuideGenerate a FAF PDF
Generate a FAF PDFRender the Financial Approval Form PDF.Admin Area → Purchase → FAF Request → open request → PDF
Open guide →GuideFilter the FAF request table
Filter the FAF request tableUse list/status filters.Admin Area → Purchase → FAF Request
Open guide →GuideTroubleshoot FAF approval or signature
Troubleshoot FAF approval or signatureCheck permissions, approval setup, form approvers, requester and uploaded signature option.Admin Area → Purchase → FAF Request → open request
Open guide →