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.
• To view My Desk button permissions needs to be enabled.
• 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.
• The user needs to be allocated with some desk code. If the user is not allocated any desk code then a error message dialog box appears
• Account should be an inventory type.

To reassign an account to your desk

1. Click My Desk and then Desk Assign dialog box appears.

• If all the conditions are satisfied then the account will be moved.

• All the linked accounts will also be moved along with it, if the focussed account meets all the criteria.

2. Click OK.

Related Topics

Queue and Desk Assignments

My Desk Assignment Permission