Create Contract Cash Rules

Owned by Nancy Cohn (Deactivated)
Last updated: Jul 13, 2023
1 min read

In the Create Contract Cash Rule panel, you can add the name for a contract cash rule.

To create a contract cash rule:

  1. Do one of the following:
    - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Contract Cash Rules > Create Contract Cash Rule. 
    - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Contract Cash Rules > Create Contract Cash Rule.
    You see the Create Contract Cash Rule panel.

    Create Contract Cash Rule panel

  2. In the Contract Cash Rule Name field, specify the name of the contract cash rule.

  3. Click Submit.

After you create a contract cash rule, you can create the contract cash rule details that use the contract cash rule. You can also edit, delete, and list established contract cash rules.

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