Approve Swing Factors
- Kinga Huszno
In the Approve Swing Factor panel, you can approve a pending or overridden Swing Factor. Only approved swing factors are active and eligible for the swing NAV adjustment.
To approve a swing factor:
In Accounting Center, in the left navigation pane, click Setup > Fund Accounting > Swing Factor Actions > Approve Swing Factor.
You see the Approve Swing Factor panel.Complete the options on the panel.
Click Submit.
Approve Swing Factor Panel Options
The following are the options in the Approve Swing Factor panel where you can approve a pending or overridden swing factor.
Option | Tag | Description |
|---|---|---|
Entity Details | Â | Â |
Entity ID | 1163 | Specifies the ID of the entity associated with the swing factor you want to approve. |
Entity Name | 1164 | Specifies the name of the entity associated with the swing factor you want to approve. |
Entity Type | 1105 | Specifies the type of the entity. |
Calculation End Date | 221 | Specifies the date on which the swing factor was calculated. |
Approval Effective Date | 105 | Specifies the approval date on which the swing factor is active. |