Creating asset allocations
- Select .
- Select an asset type record.
- On the Allocations tab, click Create.
- Specify this information:
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From Date
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After you create changes to a current allocation, a new allocation is automatically created with the current system date as the start date.
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To Date
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After you create changes to a current allocation, the current system date becomes the end date of the last allocation. The current date becomes the begin date of the new allocation.
- Click Save.