SRF Authorisation Window

The SRF Authorisation window shows you a list of all SRFs that can be authorised, printed or faxed. The SRFs must have already been certified to be displayed in the list. You can then choose to authorise, print or fax any number of SRFs, and Pinnacle will process these all at once.

The SRF Authorisation window is divided into two sections. The top section is a browse list of the SRFs ready for authorisation, printing or faxing. You can choose to filter the browse list of SRFs. The bottom section shows the certification details for the SRF that is currently selected in the browse list.

The SRF browse list shows the following information:

• SRF - This is the work order number for the SRF. You can double-click in this column to open the work order.

• Location - This is the location for the work order.

• Amount - This is the total cost for the SRF.

• E/Q - This indicates whether the Amount is an Estimated amount, or a Quoted amount. If the SRF has a Quoted amount, then the Quoted amount will be displayed on the SRF Authorisation window. If the SRF only has an Estimated amount, then the Estimated amount will be displayed on the SRF Authorisation window.

• Contract - This is the contract ID of the contract who will carry out the work for the SRF.

• Status - This is the current status of the SRF.

• Certified - This is the user ID of the user who certified the SRF.

• Fax Number - This is the fax number to fax the SRF to.

• Authorise - This indicates whether you want to authorise the SRF as part of the bulk processing. If the SRF has already been authorised, this field will not be displayed for the SRF.

• Print - This indicates whether you want to print the SRF as part of the bulk processing.

• Fax - This indicates whether you want to fax the SRF as part of the bulk processing.

The certification details below the browse list shows the following information:

• Certified By - This is the name of the user who certified the SRF.

• On - This is the date that the SRF was certified.

• At - This is the time that the SRF was certified.

• SRF Description - This is the description of the SRF.

To bulk process SRFs:

1. Open the SRF Authorisation window.

2. Choose whether to Authorise, Print or Fax any SRFs that you wish to process.

3. Choose Process from the File menu

   OR

   Choose Process from the popup menu

   OR

   Click the Process toolbar button.

   Pinnacle will process the SRFs, and will either authorise, print or fax them depending on your selections.

To reject an SRF:

1. Open the SRF Authorisation window.

2. Find the SRF that you wish to reject.

3. Choose Reject from the File menu

   OR

   Choose Reject from the popup menu

   OR

   Click the Reject button on the toolbar.

   Pinnacle will reject the SRF, and will update the SRF status to Rejected.

To filter the browse list of SRFs:

1. Open the SRF Authorisation window.

2. Choose Filter from the File menu

   OR

   Choose Filter from the popup menu

   OR

   Click the Filter button on the toolbar.

3. Pinnacle will display the filter window. Choose your filter parameters, and click the OK button.

   Pinnacle will filter the SRFs based on your parameters.

Related Topics:

Work Order Details Tab

Work Order SRF Tab