What This Process Shows


  • This process allows for account codes to be assigned to a specific account manager based on either:
    • Reference Type
    • Account Dimensions
    • The Account Codes assigned to another Account Manager


Expenditure Account Managers for OpenRDA


  1. Finance → Financial Management → Setup → Set Account Managers → Expenditure Account Managers for OpenRDA
  2. Range accordingly based on which set account codes you wish to assign to a specific account manager.
  3. Click Select. No report generates; the assignment is done behind the scenes, so range carefully!



FIELDSOpt.Rec.Req.Description
Account Manager——♦Choose the account manager that will have account codes assigned
Range Criteria♦——If all account codes are needing to be assigned, do not range on anything; however if specific account codes are to be assigned its highly recommended you range on the field that best caters to your assignment need
Opt. = Optional  Rec. = Recommended  Req. = Required