Reviewing documents and information (Finance)

Activity owned by the Finance department. All users in the Finance group are notified of the pending task and can take it over in the Task Central — from then on, the review becomes the responsibility of whoever took it.

The analyst has full visibility of the requisition made by the requester and of the documents sent by the supplier through the public page.

Document validation

The analyst must state whether the documents are approved or not:

• Rejected — the text field with the reason/pending issues becomes required; the text is included in the e-mail automatically sent to the supplier with the identified inconsistencies.
• Approved — the flow proceeds to the (optional) consolidation and to filling in the RM integration data.

Consolidating requisitions (optional)

With the documentation approved, Finance may link more than one requisition to generate a single expense in RM. Eligible requisitions are those that:

• Are linked to the same DA;
• Belong to the same supplier;
• Have the same request types (Maritime or Administrative / Product or Service);
• Are still open in Fluig.

The eligibility list shows: Fluig request number, date, type, status, and total amount. After the consolidation is confirmed:

• The items of the selected requisitions are listed for review, with the consolidated total amount;
• The other requisitions are automatically cancelled in Fluig, preventing duplication;
• The documents of the incorporated requisitions become part of the main requisition.

RM integration

Finance fills in the integration panel:

• Movement Type — required zoom, automatically filtered between Maritime and Administrative movements according to the request type;
• Branch — required zoom with the RM branches;
• Invoice Number, Issue Date, and Invoice Total Amount — automatically filled with the public page data, editable by Finance;
• Due Date — required;
• Cost Center — filled from the DA and locked; without a DA/associated center, it becomes a required zoom;
• Shipowner and Port — filled from the DA; if the DA lacks this information, they are released for manual selection (RM lists);
• Stock Location — zoom visible and required only when the movement type is 1.2.08.

In the items table, Finance checks code, description, and quantity, adjusts the unit price if needed, and enters, per item, the voucher number, the invoice ICMS (visible and required only for movement 1.2.16), and the long history (optional).

:::warning Amount check The items total must equal the Invoice Total Amount. If they diverge, a warning states that the items total does not match the invoice amount sent on the public page. :::

Finally, Finance may add the requisition's full remarks. The "Requisition History" field comes pre-filled with the supplier's CNPJ and remains editable.

:::info Changing the DA at this step On Maritime requests, the DA field is editable for Finance. If it changes, the form records that the DA was adjusted from "DA X" to "DA Y" at the Finance step. :::

Field rules

Field	Rule
Financial Review
Documents Received from the Supplier	Table listing all documents coming from the public page.
Documentation Validation	Required radio — approve or reject the received documentation.
Rejection reason / Pending issues	Text area, shown and required only on rejection; included in the return e-mail to the supplier.
Consolidate Requisitions	List of eligible requisitions (same supplier, DA, and types; open in Fluig) with Fluig number, date, type, status, and total amount.
Consolidated Items / Consolidated Total	View of the consolidated items and total.
Confirm Consolidation	Consolidation confirmation button.
RM Integration
Movement Type	Required zoom, with a Maritime/Administrative filter to mitigate selection errors.
Branch	Required zoom (search by code or name).
Invoice No. / Issue Date / Invoice Total	Automatic from the public page, editable by Finance.
Due Date	Date, required.
Supplier Remarks	Locked, from the public page.
Cost Center	Automatic and locked when the DA has an associated center; otherwise, required zoom.
Shipowner	Automatic from the DA; without information on the DA, required zoom on maritime requests.
Port	Required zoom on maritime requests (search by code or name).
Stock Location	Required zoom only for movement 1.2.08.
Items Table
Product/Service, Qty	Automatic from the requisition.
Unit Price	Automatic, editable and required for Finance.
Total	Quantity × price; must match the Invoice Total Amount.
Voucher No.	Required text per item.
Invoice ICMS	Currency, visible and required per item for movement 1.2.16.
Long History	Optional text area per item.
Remarks	Optional text area.
Requisition History	Automatic with the supplier's CNPJ, editable.