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Removing Delegate from Employee

  • July 12, 2024
  • 2 replies
  • 90 views
H
Captain II
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Hello all,

I would like to know if I mark the below employee as Inactive & deactivate the line items under the Delegates tab, would the delegation become inactive? Also how can I add date under Expires On field?
 

 

Best answer by hkabiri

@Harshita When the Line is not active it means there would be no active delegation. Also when there is no Starts On Date Set, Expires On field would be disabled.

2 replies

hkabiri
Acumatica Moderator
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  • hkabiri
  • Acumatica Support Team
  • 263 replies
  • Answer
  • July 12, 2024

@Harshita When the Line is not active it means there would be no active delegation. Also when there is no Starts On Date Set, Expires On field would be disabled.

SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
meganfriesen37
Captain II
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  • meganfriesen37
  • Captain II
  • 710 replies
  • July 12, 2024

The Expense Claim and Expense Receipt delegation types never have a start or end date.  Those fields are only active for Approval delegation types.

@hkabiri is correct that having the “Active” checkbox unchecked ends the delegation.

Megan Friesen, Contego Software Solutions, Canada


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