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 .

    When the parameter Accounts_Can_Cross_Charts is set to 'No', the system derives the chart code from the account number entered, and an entry in this field is not required.

Account Number

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

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 . 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.

If the document type selected is ‘KualiDocument,’ both financial and maintenance documents, as well as Stores Order documents will route for approval.

If the document type is ‘KFS’ (the KFS document at the top of the hierarchy), both financial and maintenance documents will route for approval.

If the document type selected is ‘KFST,’ only financial documents will route for approval.

If the document type is ‘KFSM,’ only maintenance documents will route for approval.

Individual document types can also be selected, such as ‘GEC.’

Account Delegate Principal Name

Required. Enter the principal name of the person to which authority is being delegated, or use the Person lookup to select a value.

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: not all KFS documents have a dollar amount associated with them.

If this field is blank, the delegation will apply to all dollar amounts.

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.

If this field is blank, the delegation will apply to all dollar amounts.

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.

        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.

You should not assign a Primary Delegate for KualiDocument or KFS since that would mean the delegate would approve everything instead of the Fiscal Officer. In that case, you should request a change to the Fiscal Officer on the account(s).

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.