Before you use a capital-based fund investment workflow for use with private equity, you must set up reference data.
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Set the processing security type (PST) to Capital Based Fund Investment (EQCBFI) in order to use private equity processing for the Capital Based Fund Investment workflow.
Set the Investment Period End Date field value if you need to track an expected end date for the investment period.
If you created a Security Type or Sub Security Type for use with private equity, you can select that Security Type or Sub Security Type. However, be aware that the system uses the Capital Based Fund Investment transactions and processing workflow only when you assign the EQCBFI processing security to the security.
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