When an SRF has been certified, you can then authorise it. Once the SRF has been authorised it can be printed, or faxed to the contractor. You can only authorise an SRF if it has been certified.
Authorising an SRF will cause a commitment posting to be made against the budget code, asset, location, and contract for the work order. The posting will be for the amount of the estimated job cost of the work order. Normally this amount will be equal to the SRF's estimated or quoted amount. It may be different where you have also specified additional in-house or contract labour or materials for the work order. The authorisation process may also force the work order to be commenced, depending on the settings in the Work Order Module Defaults.
Open the work order.
Change to the SRF tab.
Choose Authorise from the Backlog menu
OR
Choose Authorise from the popup menu.
Confirm that you want to authorise the SRF.
Pinnacle will update the authorisation details, and will change the status of the SRF to Authorised.