Description

Document Type Code

Required. Enter the document type code for this delegation or search for it from the Document Type Code lookup .

Enter 'KFS' to establish the delegation for all document types that route to the Account level.

Account Delegate Primary Route

Optional. Select the check box if it is a primary delegate. Clear the check box, if it is a secondary delegate.

Account Delegate Start Date

Required. Enter the date on which the delegation starts, or select it from the calendar .

Account Delegate User ID

Required. Enter the User ID for the delegate, or search for it from User lookup .

Approval From This Amount

Optional. Enter the minimum range of the dollar amount for which this delegation 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 that not all KFS documents have a dollar amount associated with them. The value of zero means that you do not have the minimum range defined for this delegation.

    Not all KFS documents have a dollar amount associated with them.

Approval To This Amount

Optional. Enter the maximum range of the dollar amount for which this delegation is applied to. 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 '0' means that you do not have the maximum range defined for this delegation.

    Not all KFS documents have a dollar amount associated with them.

Active

Optional. Select the check box if this model is active. Clear it if it is inactive.