Routing

•      The Account Delegate Inactivate document routes for account level approval to the Fiscal Officer based on the account on the document

•      The Account Delegate Inactivate document also routes for Org Review based on the organization associated with the account on the document

•      Contrary to the Basic Account Delegate Maintenance Document Process depicted below, the Account Delegate Inactivate Document does not route to the Chart Manager for approval.

•      The Account Delegate Inactivate Document does not route to the Fiscal Officer when inactivating an Account Delegate record assigned to a closed account.

More:

Initiating an Account Delegate Inactivate Document