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| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>The Edit Financial Account Roles screen.</title> |
| <para>The Financial Account Roles sub menu screen allows you specify a party and link them to a |
| role for a particular financial account.</para> |
| <para>It can be used to add party roles eg 'Approver' or 'Administrator' for credit limits or |
| updates to the account. If an account belongs to a company then you may want to add a person |
| as a 'Contact' for dealing with the account.</para> |
| <para>The roles can also be time bound. This means that you can specify a start and end date for |
| the party role.</para> |
| <section> |
| <title>How do I add a Party Role to a Financial Account?</title> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Select the 'Roles' sub menu for the Financial Account</para> |
| </listitem> |
| <listitem> |
| <para>Fill in the Party Id field by using the field lookup tool or by directly |
| entering the party id (eg flexadmin)</para> |
| </listitem> |
| <listitem> |
| <para>Select the role from the drop down list for the Role Type Id field (eg |
| administrator)</para> |
| </listitem> |
| <listitem> |
| <para>Enter the From Date field </para> |
| </listitem> |
| <listitem> |
| <para>Enter if the Thru Date field (optional)</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Add' button </para> |
| </listitem> |
| </orderedlist> |
| </para> |
| </section> |
| </section> |