In the Delete Mixed Cost Basis Rule Details panel, you can delete mixed cost basis rule details.
To delete mixed cost basis rule details:
- Do one of the following:
- In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > Delete Mixed Cost Basis Rule Details.
- In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > Delete Mixed Cost Basis Rule Details.
You see the Delete Mixed Cost Basis Rule Details panel. - Complete the options on the Delete Mixed Cost Basis Rule Details panel.
- Click Submit.
You see the mixed cost basis rule details that met your criteria in the Show All tab. - Select the row for each mixed cost basis rule details you want to delete so that a check mark appears in the Select column, and click Delete Mixed Basis Rule Details.
You see a row for each mixed cost basis rule details you selected. The fields describing the rule are locked, and are for information only. - Click Submit to delete the selected mixed cost basis rule details.
0 Comments