Create Mixed Cost Basis Rule Details

In the Create Mixed Basis Rule Details panel, you can create mixed cost basis rule details for a mixed cost basis rule. You can define multiple mixed cost basis rule details for a given rule.

To create mixed cost basis rule details: 

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 Details.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > Create Mixed Cost Basis Rule Details.
   You see the Create Mixed Cost Basis Rule Details panel.
2. Complete the options on the Create Mixed Cost Basis Rule Details panel.
3. Click Submit.