Staff can create an account delegate model in the Account section of the Chart of Accounts page in Kuali
...
Financials (KFS).
...
Staff may use account delegate models
...
to set up delegation structures 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
...
such as different delegates based
...
on eDoc type.
...
Creating the Model
To create a model,
Click on Account Delegate Model.
Click on Create New.
- Complete all required
Complete all required fields,
includingincluding the
‘AccountAccount Delegate Model
Name’Name field.
Using the Model
To use the model,
Click on the Account Delegate Global From Model option.
Search for your model.
Click on Return Value to initiate an Account Delegate Global eDoc.
The
‘EditEdit Global
Delegate’Delegate tab will be pre-filled on
the eDocthe eDoc.
AddAdd accounts on the
‘EditEdit List of
Accounts’Accounts tab.
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