Guide: Create and Approve FAF Request

Create and Approve FAF Request

FAFis afinancial approval form. Its main purpose is to ensure that:

- The budget for the purchase order is available.

- Management approval before placing the order. We will select a vendor and enter the requested amount. Then send this form for approval if necessary.

- Step 1. Enable the option "Can select approvers on FAF request form" in Purchase Optionssetting (optional). This allows you to select approvers when creating a FAF request.

- Step 2. Create an approval process for the FAF request in Approval setting (optional).

- Step 3. Go to FAF Requestmenu and select New Requestbutton

- Step 4. In the New FAF Requestform, fill in the following information:

Vendor: select a vendor from the Vendor menu Reference Number: fill in manually Amount Requested: enter a specific amount Generated PO Number: fill in manually Department: select a department from Setup/Support/Departments Requestor: select an employee from the selected department. This employee will receive a web notification and email requesting them to sign the FAF Request.Approvers: select the approvers for the FAF Request (optional). Section is only visible when you have enabled the option "Can select approvers on FAF request form" in step 1Step 5. Select Savebutton

Step 6. Go to FAF Request detail and select Send Approval requestbutton

Notes:

- If you do not select an approver in the FAF Request form, then click "Send approval request", there are 2 possible cases:

+ If the approval process for the FAF Requesthas been set in Approval setting, the FAF Request will apply the pre-set approval process+ If there is no approval process for the FAF Requestin the Approval setting, the system will display the warning "No matching process found" and the status of the FAF Request is still Draft.

- If you selectmultiple approversin the FAF Request form, anddo notpre-set the approval process for the FAF Request in Approval settings, the approvers will approve sequentially.

- If you have selectedmultiple approversin the FAF Request form and at the same time the approval setting is alsoactivating"Only 1 person needs to approve the transaction" option --> then only one person needs to approve, the status of the FAF Request will be changed.

Conversely, if you selectmultiple approversin the FAF Request form anddo not enable the "Only 1 person to approve the transaction" option--> the approval process will be performed sequentially.

Result: