List Holding Term 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 rules that use holding term granularity.

To list holding term 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 Holding Term Rule.

  3. In the Ledger Granularity Rule Name field, enter the name of the ledger granularity rule with details you want to view.

  4. Click Submit.

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