Create a Mixed Cost Basis Rule

In the Create Mixed Cost Basis Rule panel, you can create a name for a mixed cost basis rule. 

To create a mixed cost basis rule name:

1. Do one of the following: 
   - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > Create Mixed Cost Basis Rule.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > Create Mixed Cost Basis Rule.
   You see the Create Mixed Cost Basis Rule panel.
2. Click the Mixed Basis Rule Name field, and enter the name of the mixed cost basis rule.
3. Click Submit.
   The Mixed Cost Basis Rule Name populates the Mixed Cost Rule Id field (tag 11665).

After you create the rule name, you can add the mixed cost basis rule details for the rule.