More on KFS Global Documents

Here's some more info on one of my favorite features in the Kuali Financial System—global e-docs. I told you about the Account Global document last time I posted. This time I'll introduce Account Delegate Global.

Account delegates are KFS users that are authorized under certain circumstances to take workflow actions on a document in the place of an account's fiscal officer. The Account Delegate Global document allows users to create delegates for multiple document types on one or more accounts on a single document. Like other global documents, it's quite a time saver.

Using this e-doc is simple. You use the Edit Global Delegate tab to specify the non-account attributes you want to change. Any changes you make here will be applied to the accounts you specify in the Edit List of Accounts tab. Required fields include Document Type Name, Account Delegate Start Date, and Account Delegate Principal Name.

The Edit List of Accounts tab is where you specify the accounts to be changed. You can enter accounts in either of two ways—by manually entering or selecting one account code at a time from the normal Account lookup or by using a special multiple value lookup called Look Up/Add Multiple Account Lines to return multiple values.

The behavior of Account Delegate Global differs from that of other KFS global e-docs in an important way: It does not update existing records. Instead, it creates new records that replace existing records (if any). So if, for example, Account 1131300 has an AP Payment Request (PREQ) delegate and if an Account Delegate Global document is submitted for 1131300 that creates a delegate for Transfer of Funds (TF) and Disbursement Voucher (DV) documents but does not specify a delegate for PREQ documents, the existing PREQ delegation becomes inactive.

Susan Konzem

Kuali Financial Systems

Consultant rSmart