Reassign an Account to Your Desk

If you create a payment arrangement for an account not assigned to your desk, you can reassign the account to your own desk under certain conditions. The conditions are:

• You have the appropriate permissions to reassign the account to your desk. For more information, see the My Desk Assignment permission.

• Account is assigned to an eligible desk type currently.

• Account has one or more active promises, PDCs, or DCCs.

• Account does not have restricted access.

• You have not exceeded the number of accounts allowed for your desk at any given time.

To reassign an account to your desk

1. After creating a payment arrangement, from the Special menu, click My Desk Assignment. A message dialog box appears. If you met the conditions for reassigning desks, the system reassigns the account to your desk and adds a note to the account. If the account is linked to other accounts and the desk assigned to the linked accounts is an eligible desk type, the system reassigns the linked accounts to your desk also.  

2. When finished viewing the message, click OK.