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To perform a custom granularity reload:

  1. Do one of the following: 
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Ledger Granularity> Custom Granularity Reload.
    - In Accounting Center, in the left navigation pane, click click Setup > Admin > Ledger Granularity > Portfolio Rules > Ledger Granularity > Custom Granularity Reload.
    You see the Custom Granularity Reload panel.
  2. In the Select Query Option field, select One Entity to update a single entity or select All Entities to update all entities.
    Additional options appear depending on the value you select.
  3. If you selected One Entity, enter the name or identifier of the entity you want to update in the Entity Name and Entity ID fields.
  4. If you selected All Entities, you can restrict the reload to a specified Process Center and/or partition by entering a value in the Process Center field and the Partition field.
  5. Click Submit.
    During processing, the system creates entries in the CUSTOM_GRAN_UPDATE_LOG table. See the Convert Data for Ledger Granularity section for information about this log table.