ANTE User ManualFDD Registry
The FDD Registry is a reference page that lists every Form Detail Dialog (FDD) available in your ANTE installation. It's a read-only catalogue — you can browse what specialised forms exist and which business areas they belong to, but the list itself is maintained by the development team in code releases.
Overview
A Form Detail Dialog (FDD) is a purpose-built form that replaces the standard Task Detail Dialog (TDD) for specific process steps. Instead of seeing a generic task screen, the person handling that step sees a tailored form — for example, a quotation form, a purchase order form, or a goods-receiving form.
The underlying task still behaves like any other task in the system: it can be marked done, sent for review, and approved as usual. Only the visual interface changes. FDDs are connected to process steps in the Process Builder, so when a step that uses an FDD comes up in a workflow, the right form opens automatically.
This page simply shows you which FDDs are wired into your installation so you know what's available when designing or following a process.
Getting There
Go to Settings → FDD Registry.
The page header reads FDD Registry, with the description: "Form Detail Dialogs available in this installation. FDDs are assigned to process steps in the Process Builder."
Page Layout
At the top of the page is an information banner explaining what an FDD is. Below it, every available FDD is listed as a card. The cards appear in a fixed order set by the system.
Each card shows:
- An icon representing the form's business area.
- The form name (for example, Quotation or Purchase Order).
- A code label — the internal type name shown in a small grey tag (for example,
QUOTATION). - A status badge — either Available or Placeholder (see below).
- A description of what the form captures and how it fits into the workflow.
- A tag at the bottom showing the module / business area the form belongs to.
Status Badges
| Status | Meaning |
|---|---|
| Available | The form is fully built and ready to use in a process. |
| Placeholder | The form is a stub awaiting further development. It appears in the registry but its full integration is not yet complete. |
Available Form Detail Dialogs
The following FDDs ship in the registry. Each entry below matches a card on the page.
| Form | Type | Business Area | Status | What it does |
|---|---|---|---|---|
| Quotation | QUOTATION | Order Fulfillment / Sales | Available | Captures client-facing quotations — line items, currency, validity, and terms. Includes an Export PDF button to download a branded PDF preview at any time, without finishing the quotation first. A submission feeds the downstream Sales Order form's pre-fill. |
| Sales Order | SALES_ORDER | Order Fulfillment / Sales | Available | Confirms a quotation as a Sales Order. Pre-fills line items and client from the upstream Quotation; the assignee adjusts quantities, schedule, and delivery instructions. |
| Purchase Request | PURCHASE_REQUEST | Purchasing / Procurement | Available | Captures a new Purchase Request — items, destination warehouse, tax, and delivery date. Lock-in drives the procurement pipeline (Supplier Outsourcing → Materials Approval → Canvassing → Supplier Selection → PO). |
| Purchase Order | PURCHASE_ORDER | Purchasing / Procurement | Available | Issues a Purchase Order to a supplier — supplier, line items, payment terms, and ETA. Line costs pre-fill from the item catalog's buying price (never the customer's selling price on the upstream Sales Order) as an editable starting point. Feeds the downstream Receive & QC step when goods arrive. |
| Receive & QC | RECEIVE_QC | Purchasing / Warehouse | Available | Receives goods from a Purchase Order and runs quality control. The assignee confirms received quantity per line, flags shortages or rejections, and attaches the QC checklist. |
| Dispatch | DISPATCH | Order Fulfillment / Logistics | Available | Dispatches goods to the client — tracks delivery vehicle, driver, packing slip, and proof of delivery. Marks the order as physically shipped. |
| Invoice | INVOICE | Treasury / Receivables | Available | Issues the customer invoice for a fulfilled order. Pre-fills from the Sales Order — or, in templates with no Sales Order step (e.g. Quick Direct Sale), straight from the Quotation, defaulting to VAT Exclusive to match the quoted price; the assignee finalises billing details, due date, and terms before sending. |
| Record Payment | COLLECTION | Treasury / Receivables | Available | Records a payment (collection receipt) against the order's invoice. Pre-fills the invoice and its outstanding balance from the upstream Invoice step; the assignee picks the fund account the cash lands in, the amount, and the EWT rate. Settles the fund account and marks the invoice Paid (or Partially Paid). |
| Canvass Sheet | CANVASS_SHEET | Purchasing / Procurement | Available | A multi-supplier price-comparison table for procurement canvassing. The assignee fills in item descriptions, quantities, and per-supplier unit prices before completing the step. |
| Supplier Selection | SUPPLIER_SELECTION | Purchasing / Procurement | Available | Picks the winning supplier for each canvassed line item. Pre-fills from the upstream Canvass Sheet; the choices feed the downstream Issue Purchase Order step. |
| Payment Approval List | PAYMENT_APPROVAL_LIST | Treasury / Finance | Placeholder | A pending-payments list for batch approval. The approver reviews each entry and approves or rejects the batch. Full integration with the Payment module is pending. |
| Payment Request | PAYMENT_REQUEST | Purchasing / Treasury | Available | Captures who to pay, the amount, payment method, and a justification memo, then files it as a Request for Payment for Finance to process. If the request already exists from an upstream Purchase Order, the step shows it read-only instead and waits for the linked Payment Approval / Payment Release steps to finish. |
| Payment Approval | PAYMENT_REQUEST_APPROVAL | Purchasing / Treasury | Available | The approver step of the payment trio — reviews the Request for Payment filed by an earlier Payment Request step and approves or rejects it. Must follow a Payment Request step in the same flow; rejecting sends the workflow back to it. |
| Payment Release | PAYMENT_REQUEST_RELEASE | Purchasing / Treasury | Available | The releaser step of the payment trio and the money-moving step — picks the paying fund account and releases the approved Request for Payment, or rejects it. Must follow a Payment Approval step; rejecting sends the workflow back to the Payment Request step. |
Common Tasks
Browsing the available forms
- Go to Settings → FDD Registry.
- Read the information banner at the top to understand what an FDD is.
- Scroll through the cards to see each form, its business area, and its status.
- Use the module tag at the bottom of each card to find forms for a particular business area (Sales, Procurement, Treasury, and so on).
Checking whether a form is ready to use
- Open the FDD Registry page.
- Find the form you're interested in.
- Look at its status badge:
- Available — the form is fully built and can be assigned to a process step.
- Placeholder — the form is not yet fully integrated.
Using an FDD in a workflow
FDDs are not assigned from this page. To attach a form to a step in a workflow, use the Process Builder, where each process step can be configured to open the appropriate FDD. The FDD Registry is the reference list of which forms are available to choose from.
Tips
💡 The FDD Registry is read-only — there are no buttons to add, edit, or remove forms here. New FDD types are added by the development team in code releases, after which they appear on this page automatically.
💡 Many of these forms are chained together: a Quotation pre-fills a Sales Order, an Invoice pre-fills the downstream Record Payment step, a Canvass Sheet feeds Supplier Selection, and Supplier Selection feeds a Purchase Order. Designing your processes in that order keeps data flowing through the workflow with less re-entry.
Related Pages
- Project Processes — where workflow templates and steps (including FDDs) are built
- Cloud Credentials — connect external services for your company
- About — system information