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The Account Delegate Model document allows you to create a model for the Account Global documents so that you can define a common delegation structure for a group of accounts easily. After the models are created, you may use them from the Create New Global from Model menu option.
Note
For information about the Create New Global from Model option, see Creating New Global From Model.
The Account Delegate Model document includes the Edit Account Delegate Model and the Edit Delegates for Model tabs. The former defines the name of the model and the latter defines the characteristics of the model.
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Edit Account Delegate Model tab definition
|
Title |
Description |
|
Chart of Accounts Code |
Required. Enter the Chart of Accounts
code that the model is used for or search for it from the
Chart lookup |
|
Organization Code |
Required. Enter the organization code
that the model is used for or search for it from the
Organization lookup |
|
Account Delegate Model Name |
Required. Enter the name of this model. |
|
Active Indicator |
Indicates whether this account delegate model is active or inactive. Remove the check mark to deactivate this type. |
 |
Edit Delegate for Model tab definition
|
Title |
Description |
|
Document Type Code |
Required. Enter the document type code
for this delegation or search for it from the Document Type Code lookup TipEnter 'ALL' to establish the delegation for all document types that route to the Account level. |
|
Account Delegate Primary Route |
Optional. Select the check box if it is a primary delegate. Clear the check box, if it is a secondary delegate. |
|
Account Delegate Start Date |
Required. Enter the date on which the
delegation starts, or select it from the calendar |
|
Approval From This Amount |
Optional. Enter the minimum range of the dollar amount for which this delegation is authorized. For example, if a delegate is established with a From amount of $1,000 then a transaction for $500 is not eligible for the delegate's action. Note that not all OLE documents have a dollar amount associated with them. The value of zero means that you do not have the minimum range defined for this delegation. NoteNot all OLE financial documents have a dollar amount associated with them. |
|
Approval To This Amount |
Optional. Enter the maximum range of the dollar amount for which this delegation is applied to. For example, if a delegate is established with a To amount of $1,000 a transaction for $1,500 is not eligible for the delegate's action. The value of '0' means that you do not have the maximum range defined for this delegation. NoteNot all OLE financial documents have a dollar amount associated with them. |
|
Account Delegate Primary Name |
Required. Enter the User ID for the
delegate, or search for it from User lookup |
|
Active Indicator |
Indicates whether this account delegate model is active or inactive. Remove the check mark to deactivate this type. |
The Account Delegate Global Model document routes to Organization Review, Chart Manager, and University Chart Manager.
Select Account Delegate Model from the Lookup submenu on the Maintenance men.
Click
.Complete the standard tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients tabs.
Note
For information about the common financial transaction tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients, Route Log tabs, see Standard Tabs on the Guide to OLE Basic Functionality and Key Concepts.
Complete the Edit Delegates for Model tab and click
. Repeat this step for as many delegates as
necessary.Click
.
