Edit Account Delegate Tab

Edit Account Delegate tab definitions:

Title

Description

Chart Code

Required. Enter the chart code associated with the account number for which authority is being delegated or search for it from the Chart lookup Description: searchicon.

Account Number

Required. Enter the account number for which authority is being delegated or search for it from the Account lookup Description: searchicon.

Document Type Code

Required. Enter the document type code for the KFS transaction for which authority is being delegated, or search for it from the Document Type lookup Description: searchicon. The higher on the document type hierarchy the code is, the more access the user will have. For example, you might enter KFST and KFSM to route all transactional and maintenance documents with an account number to a delegate.

Account Delegate User ID

Required. Enter the user ID of the person to which authority is being delegated, or search for it from the User ID lookup Description: searchicon.

From Amount

Optional Enter the minimum dollar amount of a transaction for which the delegate 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 KFS documents have a dollar amount associated with them.

To Amount

Optional. Enter the maximum dollar amount of a transaction for which the delegate is authorized. 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 zero in this field represents infinity.

Account Primary Delegate Route

Optional. Select the check box if the delegate is to be set as a primary delegate who receives documents directly in their workflow action list.

Note: If this check box is not selected, it indicates the delegate is secondary and has to use a filter in their workflow action list to see documents they are authorized to approve.

Account Delegate Active

Optional. Select the check box if the delegate is active and can take action on authorized documents. Clear the check box to inactivate an existing delegate.

Account Delegate Start Date

Required. Enter the date on which the delegation is to become effective.

Warning: If both From Amount and To Amount are set to '0.00,' then the delegate is authorized to take action on the designated documents(s) without any dollar limit.

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Process Overview