Delete a Mixed Cost Basis Rule

In the Delete Mixed Cost Basis Rule panel, you can delete a mixed cost basis rule name.

To delete a mixed cost basis rule name:

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 > Delete Mixed Cost Basis Rule.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > Delete Mixed Cost Basis Rule.
   You see the Delete Mixed Cost Basis Rule panel.

2. Click the Mixed Basis Rule Name field, and enter the name of the mixed cost basis rule you want to delete.
   You can leave the name blank to delete all mixed cost basis rule names.

3. Click Submit.
   You see the mixed cost basis rules that met your criteria in the Show All tab.

4. Select the row for each mixed cost basis rule you want to delete so that a check mark appears in the Select column, and click Delete Mixed Basis Rule.
   You see a row for each rule you selected. The fields describing the rule are locked, and are for information only.

5. Click Submit to delete the selected rules.