In the Edit Fund of Funds Allocation Rule panel, you can change one or more fund of funds allocation rules. For a given rule, you can change all field values with the exception of the rule name and the fund of funds allocation method.
To edit fund of fund allocation rules:
- In Accounting Center, in the left navigation pane, click Setup > Fund Accounting > Fund of Funds > Edit Fund of Funds Allocation Rule.
You see the Edit Fund of Funds Allocation Rule panel. - If you want to edit a single fund of funds allocation rule, select the rule name from the Fund of Fund Allocation Rule Name field lookup.
Otherwise, leave this field blank to view all fund of
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- funds allocation rules.
- Click Submit.
You see a row for each fund of
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- funds allocation rule that met your criteria in the Show All tab.
- Select the row for each fund of
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- funds allocation rule you want to update so that a check mark appears in the check box, and click Change Fund of Fund Allocation Rule.
In the Change Fund of Fund Allocation Rule grid, you see a row for each fund of
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- funds allocation rule you selected.
- Click the row for each fund of
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- funds allocation rule you want to update, and make your changes.
You can change all field values other than the rule name and the fund of funds allocation method selected. - Click Submit.