Edit Waiver Hierarchy Rules

In the Edit Waiver Hierarchy Rule panel, you can change the hierarchy level and several other values in the special waiver hierarchy rules. If you want to add a new hierarchy level to an existing special waiver hierarchy rule, you can use the Create/Update Waiver Hierarchy Rule panel with the Update option. 

To edit a waiver hierarchy rule:

1. In Accounting Center, in the left navigation pane, click Setup > Expense > Special Waivers > Edit Waiver Hierarchy Rule.
   You see the Edit Waiver Hierarchy Rule panel.

2. Click the Special Waiver Type list and select the type of waiver hierarchy rule you want to edit. 
   Options include:  
   - All 
   - Assumption Fee 
   - Waterfall Waiver 
   - Waterfall Waiver for NII 

3. If you want to edit only fund-level or class-level waiver hierarchy rules, set Rule Type to Fund or Class.

4. In the Special Waiver Hierarchy Rule box, select the rule you want to edit.

5. Click Submit.
   You see a list of waiver hierarchy rules that met your criteria in the Show All tab.

6. Select the row of the waiver hierarchy rule that you want to edit, and click Change Special Waiver Hierarchy Rule.
   You see the selected rule in the Change Special Waiver Hierarchy Rule panel. The pane at the bottom of the panel includes a row for each level in the hierarchy.

7. Change the selected waiver hierarchy rule. 
   You can change the values for the Waiver Hierarchy and Special Waiver Recoupment fields. If you edit rules with a Special Waiver Type value of Waterfall Waiver for NII, the recoupment fields are not available.

8. Click Submit.