Delete Fund of Funds Allocation Rules

In the Delete Fund of Funds Allocation Rule panel, you can delete one or more fund of funds allocation rules.  

To delete fund of funds allocation rules:

  1. In Accounting Center, in the left navigation pane, click Setup > Fund Accounting > Fund of Funds > Delete Fund of Funds Allocation Rule.
    You see the Delete Fund of Funds Allocation Rule panel.

  2. In the Fund of Fund Allocation Rule Name field lookup, select the rule that you want to delete.
    Otherwise, if you want to delete more than one rule, leave the field blank.

  3. Click Submit.
    You see a row for each fund of fund allocation rule that met your criteria in the Show All tab.

  4. Select the row for each fund of fund allocation rule you want to delete so that a check mark appears in the check box, and click Delete Fund of Fund Allocation Rule.
    In the Delete Fund of Fund Allocation Rule grid, you see a row for each fund of fund allocation rule you selected for deletion. 

  5. Review the selected rules to ensure you want to delete them. 
    You cannot change any field values. 

  6. Click Submit.
    The system deletes the selected rules.