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The Account Delegate Global will over-write all existing delegations. To retain existing delegations, they must be included on the Account Delegate Global eDoc. |
Inactivating Delegations using the Account Delegate Inactivation Global eDoc
Click on the Account Delegate Inactivation Global link to open a new eDoc. (Chart of Accounts ~ under Activities)
Enter a Description.
Complete the Edit List of Account Delegates tab:
Click the Look Up/Add Multiple Account Delegate Lines icon:
Enter the search criteria, such as Delegate Name or Fiscal Officer:
c. From the search results, select the delegations to inactivate, and Return Selected.
Submit the eDoc. It will route to the Chart Manager and the Fiscal Officer for approval (if not completed by the Fiscal Officer).
Account delegations can also be inactivated for individual accounts by looking up the delegation, clicking edit, and unchecking the Account Delegate Active box.
Types of Delegations
Primary Delegation
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