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To change the commission schedule for an extant portfolio: - Open the portfolioListReport by clicking "Portfolio List|Show" choice on the mainMenu|Reports popup menu.
- Right-Click on either the account number or account name to display the portfolioListReportContextMenu|accountName context menu.
- Select "Edit" to display the portfolioInputBox
- Click on the "Set" button beside the "Commission Schedule ID" to display the commissionSelectionBox
- To display details of a particular commission Schedule, you may highlight a line on the commissionSelectionBox and click "Details"; this will not select a schedule for the account, but merely display the commissionReportBox for the highlighted schedule
- If
- The desired schedule is available : Select it and click "OK"
- The desired schedule is not available : Click "Cancel" to display the "CommissionRecordInputBox", and input the record
- The portfolioInputBox will now display the selected commission schedule. Click "OK" to accept or "Cancel" to reject the selection.
- Changes will take effect after the next initialization of HIMIPref™.
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