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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
- Click My Desk and then Desk Assign dialog box appears.
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If all the conditions are satisfied then the account will be moved.
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All the linked accounts will also be moved along with it, if the focussed account meets all the criteria.
- Click OK.