Entering Multi-Fund Orders
Entering Multi-Funds into Order Record
Create or edit an order record.
Enter the first fund in the Fund column.
In the Copy# column, enter a percent sign (%) followed by the percentage of the order that should be attributed to the fund indicated for the row. (Note that you can enter up to three decimal places, e.g., %45.250.) When you enter a percentage, Millennium Acquisitions automatically creates a new line for the remaining fund allocation. In the new line, the location is already filled in and cannot be edited.
In the second line in the Fund column, enter the next fund to which the single copy should be allocated.
In the second line in the #Copies column, Millennium Acquisitions automatically fills in the percent that would make the copy 100% paid.
Only after you have allocated 100% does the focus jump to the buttons below. (Millennium Acquisitions does not automatically create a new row.)
Last updated on April 15, 2013.
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