List Mixed Cost Basis Rule Details

In the List Mixed Cost Basis Rule Details panel, you can display a list of mixed cost basis rule details.

To list mixed cost basis rule details:

1. Do one of the following: 
   - In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule Details.
   - In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > List Mixed Cost Basis Rule Details.
   You see the List Mixed Cost Basis Rule Details panel.

2. In the Mixed Basis Rule Name field, select the name of the mixed cost basis rule with details you want to view.
   Otherwise, you can leave the name blank to display detail information for all mixed cost basis rules.

3. Complete the options on the List Mixed Cost Basis Rule Details panel.
   Under Filter Options, you can restrict the type of details for which you want to view information based on rule level criteria, cost method, lot selection method, and primary basis lot selection rule. Otherwise, you can leave the filter options blank to view all details for the selected rule.

4. Click Submit.
   You see the mixed cost basis rule details that met your criteria in the Show All tab.