Request of Bordereaux Approval (FINA785 - SIGAFIN)

This routine relates several bordereaux and approvers in a request process of approval allowing:

• Generation of request process of payment bordereaux approval, binding bordereaux x approvers.
• Delivering of request workflow of payment bordereaux approval.
• Maintenance of request process of payment bordereaux.
• Cancelation of request workflow of payment bordereaux approval.
• Occurrencies log allowing you to follow the process history.

Available actions:

• Request
• Maintenance
• Cancel
• Transactions
• Write-off Report

Procedures

To Request:

1. Click Request.

2. Fill out the parameters:

• • Select Branch?
  • Bordereau date from?
  • Bordereau date to?

3. Click OK.

4. Select desired bordereaux.

5. Select approver.

6. Check data and Confirm.

For request maintenance:

1. Click requests:
2. Click Maintenance.
3. In Managers, add another approver, if necessary.
4. Check data and Confirm.

Request Cancellation:

1. Click desired request:
2. In Other Actions, click Cancel.
3. Check data and Confirm.

To generate a process history log:

1. Click request.
2. In Other Actions, click Log.
3. Actions executed are displayed.
4. Click Close.

See Also

• Financial Administrators
• Financial Manager
• Approvers x Roles
• Payment Bordereau
• Bordereau Approval

• Technical Data (FINA785 - SIGAFIN)