1.27.1 Preferences Button

This topic explains the Preferences Button of Portfolio Definition Detail screen.

This section is applicable for normal portfolios only. The system displays an error message if you try to open the same for a Model Portfolio.

1. On Portfolio Definition Detail screen, click Preferences Button tab to view the following details.
   The Preferences Button details are displayed.

   Figure 1-27 Preferences

   
   

   
   Description of "Figure 1-27 Preferences "

   
   
2. On the Preferences Button tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-25 Preferences Button - Field Description

   Field	Description
   Portfolio ID	Display The system displays the portfolio ID mentioned in Portfolio Definition screen.

• Basic Details Tab
  This topic explains the Basic Details of Preference Button screen.
• Restrictions Tab
  This topic explains the Restrictions of Preference Button screen.
• Age Based Limits Tab
  This topic explains the Age Based Limits of Preference Button screen.
• Rules Tab
  This topic explains the Rules of Portfolio Type Maintenance screen.