How to test Action List items for Account Delegates

Overview

The following instructions will create a requisition for testing documents using primary and secondary account delegates.

Primary Delegate

Create a Requisition

Log in as khuntley

Open Requisition

Overview tab

• Description: Enter something

Delivery tab

• If not completed, complete. 
• Building Code: BL001
• Room: 123

Vendor tab

• Click the magnifying glass next to Suggested Vendor. Look up and return a Vendor, Bob the Builder or ABC Cleaning Services. You have to do a lookup and return a vendor from the database vs entering a vendor free form in order for the system to know that a valid vendor has been selected. 

Item tab

• Quantity: 1
• UOM: EA
• Description: Stuff
• Unit Cost: 200
• Click the add button
• Open the accounting line - click the $ icon
  • Chart: BL 
  • Account: 2231401
  • Object: 5000
  • Click the add button

Additional Institutional Info tab

• Method of PO Transmission: NO PRINT

Click Calculate
Click Submit

Approve the Requisition (Primary Delegate)

Log in as sterner

Open Action List and verify the Requisition document is available.

Open the Requisition and Approve the document.

Fiscal Officer approving on behalf of a Primary Delegate

Create a Requisition

Log in as khuntley

Open Requisition

Overview tab

• Description: Enter something

Delivery tab

• If not completed, complete. 
• Building Code: BL001
• Room: 123

Vendor tab

• Click the magnifying glass next to Suggested Vendor. Look up and return a Vendor, Bob the Builder or ABC Cleaning Services. You have to do a lookup and return a vendor from the database vs entering a vendor free form in order for the system to know that a valid vendor has been selected. 

Item tab

• Quantity: 1
• UOM: EA
• Description: Stuff
• Unit Cost: 200
• Click the add button
• Open the accounting line - click the $ icon
  • Chart: BL 
  • Account: 2231401
  • Object: 5000
  • Click the add button

Additional Institutional Info tab

• Method of PO Transmission: NO PRINT

Click Calculate
Click Submit

Approve the Requisition (Fiscal Officer)

Log in as ferland

Open Action List

Select option "All Primary Delegates" in upper right hand corner by Preferences button.

Open the Requisition and Approve the document.

Secondary Delegate

Create a Requisition 

Log in as khuntley

Open Requisition

Overview tab

• Description: Enter something

Delivery tab

• If not completed, complete. 
• Building Code: BL001
• Room: 123

Vendor tab

• Click the magnifying glass next to Suggested Vendor. Look up and return a Vendor, Bob the Builder or ABC Cleaning Services. You have to do a lookup and return a vendor from the database vs entering a vendor free form in order for the system to know that a valid vendor has been selected. 

Item tab

• Quantity: 1
• UOM: EA
• Description: Stuff
• Unit Cost: 200
• Click the add button
• Open the accounting line - click the $ icon
  • Chart: BL 
  • Account: 1031420
  • Object: 5000
  • Click the add button

Additional Institutional Info tab

• Method of PO Transmission: NO PRINT

Click Calculate
Click Submit

Approve the Requisition (Secondary Delegate)

Log in as berkley

Open Action List

Select option "All Secondary Delegations" in upper right hand corner by Preferences button.

Open the Requisition and Approve the document.