Routing

The document routes to the fiscal officer for the account indicated on the document. If the document edits an existing account and includes a change to the value of the Fiscal Officer field, the document routes first to the current fiscal officer and then to the newly designated fiscal officer.

•      The document routes to the Org Reviewer based on the organization assigned to the account.

•      If the account is a  account, the document routes to a Kuali Financials-SYS  Processor role for approval based on the CG Responsibility ID assigned to the account.

•      The document routes to the University Chart Manager for final approval.

•      The Account Supervisor receives an FYI request.

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Account Delegate