Edit Class Allocation Adjustment Rules

You can edit an existing class allocation adjustment rule.

To edit an allocation adjustment rule:

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

  2. In the Class Allocation Adjustment Rule Name field, specify the class allocation adjustment rule that you want to edit. 

  3. In the Show All tab, select the check box for the rule you want to change, and click Change Class Allocation Adjustment Rule.
    You see the each rule you selected in the Change Class Allocation Adjustment Rule tab.

  4. Modify the class allocation adjustment rule.
    You can edit the Chart of Account Name, From General Ledger Account, and To General Ledger Account values. You cannot change the rule name.

  5. Click Submit.