Setting up responsibility for assignment templates

Accountants Enterprise only

Use the Responsibility tab to assign the default partner, manager, Company, Office, Department and Centre to be responsible for the assignment template.

To set up responsibility for an Assignment Template

1. Select Maintenance > Assignment > Assignment Templates on the main menu or Maintenance > Maintenance Map > Assignment > Assignment Templates. The Maintenance — Assignment Templates page opens.
2. Select the Assignment from the table.
3. Click the Responsibility tab.
4. Select the Assignment Partner and Assignment Manager from the respective drop-downs.

5. Select the Company, Office, Department and Centre from the respective drop-downs.

   

   The Responsibility details entered here for each template are used as the default values in the Add Assignment wizard. If details are not entered in the wizard, the values are derived from the client detail

6. Click OK. The Maintenance —Assignment Templates page closes.