Creating New Global from Model

1.  From the Chart of Accounts submenu in the Lookup and Maintenance menu group on the Main Menu tab, choose Account Delegate Global from Model.

The system displays the Account Delegate Model Lookup icon.

2.  Search for the model you want by entering search criteria and clicking Search.

3.  When you find the appropriate model name, click the Return Value link.

The system displays the Account Delegate Global document populated with data from your selected model.

lightbolb-small The Advantage of Using a Model as a Starting Point: Kuali Financials allows you to add, edit and delete data on the Account Delegate Global document after the items have been populated from the model. Therefore, if you find a model that is close to what you want, you can use it as a starting point for your work.

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