Account Delegate Model

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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.

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 .

Tip

Enter '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.

Note

Not 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.

Note

Not 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.

  1. Select Account Delegate Model from the Lookup submenu on the Maintenance men.

  2. Click .

  3. 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.

  4. Complete the Edit Delegates for Model tab and click . Repeat this step for as many delegates as necessary.

  5. Click .

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