List PST Rule Details

Owned by Copy Page Tree (Unlicensed)
Last updated: Jul 21, 2023 by Nancy Cohn (Deactivated)
1 min read

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 Granularity> List/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.

Â