Assign Revenue Account Managers in RDA
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Modified on: Thu, 10 Feb, 2022 at 2:16 PM
What This Screen 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
Revenue Account Managers for OpenRDA
- Finance → Financial Management → Setup → Set Account Managers → Revenue Account Managers for OpenRDA
- Range accordingly based on which set account codes you wish to assign to a specific account manager.
- Click Select. No report generates; the assignment is done behind the scenes, so range carefully!
| FIELDS | Opt. | 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 |
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