List Class Allocation Adjustment Rules

Owned by Nancy Cohn (Deactivated)
Jun 21, 2022
1 min read

In the List Class Allocation Adjustment Rule panel, you can view a list of class allocation adjustment rules.

To list class allocation adjustment rules:

  1. In Accounting Center, in the left navigation pane, click Setup > Fund Accounting > Allocation Rules > List Class Allocation Adjustment Rule.
    You see the List Class Allocation Adjustment Rule panel.

  2. In the Query History field, you can indicate whether you want to view history information for class allocation adjustment rules.
    Options include:
    - Yes. Displays historical information for rules.
    - No. Default. Does not display historical information for rules.

  3. In the Class Allocation Adjustment Rule Name field, specify the name of the class allocation adjustment rule you want to view. Or leave this field blank to view all class allocation adjustment rules that meet your criteria.

  4. Click Submit.
    You see information about the class allocation adjustment rules that met your criteria in the Class Allocation Adjustment Rules tab in a report format and the Show All tab in a grid format.