In the List Mixed Cost Basis Rule panel, you can list the names of mixed cost basis rules.
To list mixed cost basis rule names:
- Do one of the following:
- In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule.
- In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule.
You see the List Mixed Cost Basis Rule panel. - Click the Mixed Basis Rule Name field, and select a mixed cost basis rule name.
You can leave the name blank to display all rule names. - Click Submit.
You see the mixed cost basis rules that met your criteria in the Show All tab.