Duplicate Existing Ledger Granularity Rules

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Last updated: Jul 21, 2023 by Nancy Cohn (Deactivated)
1 min read

In the Duplicate Existing Ledger Granularity Rule panel, you can create a new ledger granularity rule that includes all the ledger granularity rule details of an existing ledger granularity rule. The system copies the rule details for holding term granularity, PST rules, and security groupings and assign them to the new ledger granularity rule. It also associates the granularity pool associated with the existing rule with the new rule.

To duplicate an existing ledger granularity rule:

  1. Do one of the following: 
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Ledger Granularity> Duplicate Existing Ledger Granularity Rule.
    - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Ledger Granularity > Duplicate Existing Ledger Granularity Rule.
    You see the Duplicate Existing Ledger Granularity Rule panel.

  2. In the New Ledger Granularity Rule Name field, enter the name of the ledger granularity rule you want to add.

  3. In the Existing Ledger Granularity Rule Name field, select the name of the ledger granularity rule with details you want to duplicate.
    When you select the rule name, the Existing Ledger Granularity Rule field displays the instance number for that ledger granularity rule. The Existing Granularity Pool field displays the name of the granularity pool associated with the selected ledger granularity rule.

  4. Click Submit.

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