Adding a Reference Fund
To create a new reference fund, select Add from the Actions menu on the Fund Overview component header.
On the Add Fund component, enter information in these fields:
When you are finished adding information, save the new reference fund to the system by clicking the Save button. The system displays a message to confirm that your changes were saved in the database.
-
Note: After you have added the new fund, an Obsolete Date can be recorded for it on the Reference Fund Overview component if that information is known.
To add another reference fund, click the New button when you have finished entering information for the current row. The system automatically saves the current fund in the system and clears all fields. Follow the same steps to continue adding as many reference funds as required.
