Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

In the List/Change/Delete Ledger Granularity Rule Details panel, you can list ledger granularity rule details for custom granularity rules based on a PST rule.

To list PST rule details:

  1. Do one of the following: 
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk Accounting Portfolio Rules > Ledger GranularityList/Change/Delete Ledger Granularity Rule Details.
    - In Accounting Center, in the left navigation pane, click Setup Portfolio Rules > Ledger Granularity List/Change/Delete Ledger Granularity Rule Details.
    You see the List/Change/Delete Ledger Granularity Rule Details panel.
  2. In the Transaction Type field, select List PST Rule Detail.
  3. In the Ledger Granularity Rule Name field, select the name of the ledger granularity rule with details you want to view.
  4. In the Processing Security Type field, select the processing security type for the details you want to view.
  5. Click Submit.

  • No labels