Versions Compared

Key

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

...

  1. In Accounting Center, in the left navigation pane, click Setup > Portfolio Setup > Entities > Edit Entity Price Override.
    You see the Edit Entity Price Override panel.
  2. Specify the criteria for the entity price overrides you want to change.
    You must can specify an effective date and can additionally identify a as well as source, entity, and security information.
  3. Click Submit. 
    You see the entity price overrides that met your criteria in the Show All tab. 
  4. Select the row for each entity price override that you want to change so that a check mark appears, and click Change Price Override Records. 
    You see each entity price override you selected in the Change Price Override Records tab. 
  5. Modify each entity price override you want to edit, and then click Submit. 

...