Initiating an Account Delegate Model Document

1.     Select Account Delegate Model from the Chart of Accounts submenu on the Lookup and Maintenance menu group on the Main Menu tab.

2.     Click Description: tinybutton-createnew.

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.

4.     Complete the Edit Account Delegate Model tab.

5.     Complete the Edit Delegates for Model tab and click Description: tinybutton-add1. Repeat this step for as many delegates as necessary.

6.     Click Description: buttonsmall_submit.

More:

Account Delegate Global From Model