Update Purchase Advice Quote – PAQ

Primary Department Supported: Accounting, Treasury

Description: Steps for updating the information in Purchase Advice Quotes in LMS 

Super Powers Needed? - NO 

Developer Support Needed - YES 

Context and Common Situations 

• A requester needs information within a Purchase Advice Quote (PAQ) updated. 

• This is typically requested when a value in the PAQ should be auto‑pulling from the loan, but is not. 

Important Considerations & Best Practices 

• Updates to PAQ data must be done by the developers. 

• Ensure you have and provide the PAQ Purchase Data, as multiple PAQs may exist for a loan
• Always validate that the dev work/changes are completed before resolving the ticket

Instructions 

To Update a Purchase Advice Quote (PAQ): Send a Task to the developers

Asana Task Guidelines:

1. Task Name (should match the name of the HubSpot Ticket): An easy way to name the ticket for identification (include loan number or numbers when applicable)

   1. Tip: Change the Name of the HubSpot Ticket before marking it for Dev Support

2. Developer Description: Where/What: Specific instructions ask the developer for exactly what is needed and should always include screenshots of exactly what items you are referring to

3. Repro/Pathaway: Step by step instructions for the developers to get to the section in LMS where the changes are to be completed.

NOTE: There should always be URLs included in the description or in the Repro/Pathway that direct the developers to the correct location in LMS

Dev Ticket Visual: