CAPEX / OPEX / CAD

The AFE system (Authorization for Expenditure) can be used for 3 basic kinds of approvals.

CAPEX / OPEX or CAD (Capital Asset Disposals)

Start by creating a new AFE.  AFE Type is used to specify which AFE is created.

Complete fields.  The help section on the form explains how to advance the AFE to the next stage.

A Prerequisite, in the Administration Area, in the Locations Section, you must fill out at least one Division, a related Region, a related Location and a related Department.  (See Video to the right for details)

In the Administration Area, you must also complete at least one Approval Routing Profile.

Fill out the corresponding Division / Region / Location / Department in the profile.  Complete all other fields.

Save, and add at least 1 Approval Level in the related section on the routing profile.

If you add the Approver Role “Manager”, you can leave the approver name blank.  The system will lookup the User’s Manager in Active Directory.