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Staff can create an account delegate model in the Account section of the Chart of Accounts page in Kuali Financial Systems (KFS). Staff use account delegate models when creating new accounts that require delegations . Account delegate models allow staff in order to define a common delegation structure for the organization (department).

Once the model is created, users can easily apply this model to accounts by using the Create New Global from Model menu option. Doing so saves time if users have complex delegations, like different delegates based on eDoc type.   

Creating the Model

To create a model,  

1. Click on Account Delegate Model.  
2. Click on Create New. 
3. Complete all required Complete all required fields,  including including the ‘Account Account Delegate Model Name’ Name field. 

Using the Model

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1. Click on the Account Delegate Global From Model option.  
2. Search for your model.  
3. Click on Return Value to initiate an Account Delegate Global eDoc.  
4. The ‘Edit Edit Global Delegate’ Delegate tab will be pre-filled on the eDocthe eDoc.  Add Add accounts on the ‘Edit Edit List of Accounts’ Accounts tab. 

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