Purchase Management — FAF requests
Create, approve, sign, attach, print and manage Financial Approval Form requests.
01Create a FAF requestCreate a Financial Approval Form request with requester, department, details and lines.Admin Area → Purchase → FAF Request → New02Edit a FAF requestUpdate an editable FAF request.Admin Area → Purchase → FAF Request → open request → Edit03View a FAF requestReview header, values, approval, notes, files and signature.Admin Area → Purchase → FAF Request → open request04Delete a FAF requestRemove a FAF request through the supported action.Admin Area → Purchase → FAF Request → Delete05Choose the FAF requester by departmentLoad/select requestors after choosing a department.Admin Area → Purchase → FAF Request → New/Edit → Department/Requester06Add sales notes to a FAF requestUse the sales-notes area on the FAF detail screen.Admin Area → Purchase → FAF Request → open request → Notes07Add a FAF noteRecord an internal note against the request.Admin Area → Purchase → FAF Request → open request → Notes → Add08Upload a FAF attachmentAttach supporting evidence.Admin Area → Purchase → FAF Request → open request → Files → Upload09Download a FAF attachmentOpen an authorised FAF file.Admin Area → Purchase → FAF Request → open request → Files → Download10Delete a FAF attachmentRemove a FAF file.Admin Area → Purchase → FAF Request → open request → Files → Delete11Request FAF approvalSubmit the form to its configured approval route.Admin Area → Purchase → FAF Request → open request → Request Approval12Approve or reject a FAF requestRecord the decision through the supported status action.Admin Area → Purchase → FAF Request → open request → Approve/Reject13Change a FAF request statusUse the dedicated FAF status action.Admin Area → Purchase → FAF Request → open request → Status14Upload a requestor FAF signatureStore the requestor signature attachment.Admin Area → Purchase → FAF Request → open request → Requestor Signature15Generate a FAF PDFRender the Financial Approval Form PDF.Admin Area → Purchase → FAF Request → open request → PDF16Filter the FAF request tableUse list/status filters.Admin Area → Purchase → FAF Request17Troubleshoot FAF approval or signatureCheck permissions, approval setup, form approvers, requester and uploaded signature option.Admin Area → Purchase → FAF Request → open request