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| districtadministration:maintenance:userprofiles:accounts [2017/02/28 20:55] – emoreno | districtadministration:maintenance:userprofiles:accounts [2017/03/27 19:37] (current) – removed emoreno | ||
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| - | ======Accounts - DA3000====== | ||
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| - | <div # | ||
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| - | // | ||
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| - | <WRAP round intro> | ||
| - | Users cannot be created but only added to the user accounts. A new user must exist on the Human Resources > Maintenance > Staff Demo page before being displayed in the User Directory. | ||
| - | </ | ||
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| - | ====View or modify user accounts: | ||
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| - | ^Retrieve User|++Click to retrieve a user.|{{page> | ||
| - | OR | ||
| - | ^Lookup User|++Click to lookup a user.|{{page> | ||
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| - | The name of the selected user is displayed in the **Current User** field. | ||
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| - | Use one of the following options to assign authorized accounts to a user: | ||
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| - | ++++Add account codes.| {{page> | ||
| - | ++++Click Chart of Accounts.| {{page> | ||
| - | ++++Click Dup From Existing.| {{page> | ||
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| - | Select the process(es) to authorize for the specified account.The following processes are displayed: | ||
| - | * AR - Accounts Receivable | ||
| - | * BAR - Budget Amendment Requests | ||
| - | * BUD - Budget | ||
| - | * FIN - Finance | ||
| - | * PUR - Purchasing | ||
| - | * WHSE - Warehouse | ||
| - | * RESTOCK - Warehouse Restock | ||
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| - | Click **Save**. | ||
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| - | ====Other functions and features: | ||
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| - | ^Add User |++Click to add a user.|{{page> | ||
| - | ^Delete User|++Click to delete a user.|++| | ||
| - | ^Remove Process|++Click to remove a process.| | ||
| - | ^Validation Report| | ||
| - | ^{{: | ||
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