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.

COA account delegate inactivate document

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Initiating an Account Delegate Inactivate Document