In the Create Mixed Basis Rule Details panel, you can create mixed cost basis rule details for a mixed cost basis rule. You can define multiple mixed cost basis rule details for a given rule.
To create mixed cost basis rule details:
- Do one of the following:
- In Portfolio Data Center, in the left navigation pane, click Portfolio Desk > Accounting Portfolio Rules > Mixed Cost Basis Rules > Create Mixed Cost Basis Rule Details.
- In Accounting Center, in the left navigation pane, click Setup > Portfolio Rules > Mixed Cost Basis Rules > Create Mixed Cost Basis Rule Details.
You see the Create Mixed Cost Basis Rule Details panel. - Complete the options on the Create Mixed Cost Basis Rule Details panel.
- Click Submit.
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