Model from the Chart of Accounts
submenu on the Lookup and Maintenance menu group on
the Main Menu tab.
3. Complete the standard tabs such as Document Overview,
Notes and Attachments, and Ad Hoc Recipients
For information about
the common financial transaction tabs such as Document
Overview, Notes and Attachments, and Ad Hoc Recipients,
Route Log tabs
the Edit Account Delegate Model tab.
the Edit Delegates for Model tab and click . Repeat this step for as many delegates as
Account Delegate Global From