Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To list PST rule details:

  1. Do one of the following: 
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk Accounting Portfolio Rules > Ledger GranularityList/Change/Delete Ledger Granularity Rule Details.
    - In Accounting Center, in the left navigation pane, click Setup Portfolio Rules > Ledger Granularity List/Change/Delete Ledger Granularity Rule Details.
    You see the List/Change/Delete Ledger Granularity Rule Details panel.

  2. In the Transaction Type field, select List PST Rule Detail.

  3. In the Ledger Granularity Rule Name field, select the name of the ledger granularity rule with details you want to view.

  4. In the Processing Security Type field, select the processing security type for the details you want to view.

  5. Click Submit.