How do I Edit the Code Value for an Asset Strategy Code?

I was able to change the description for an asset strategy code, however, I do not see a way to change the actual code value. Is there a way to do that?
The Asset Strategy Code itself cannot be changed, you can however create a new code and assign that code to the funds that are in a pool that are desired to be changed. To do that complete the following steps:

1. You can create a new code by toing to File Maintenance\Funds\Fund Code Maintenance\Asset Strategy, click on the New button to create a new code. Click on Add to add the code and then fill in the Pool ID and the Target Percent, then click the Save button, and the close the window.

2. Use the Mass Fund Field Assignment located in File Maintenance\Funds and assign the desired funds the appropriate code. You can also use the Global change program: File to Change would be Fund. Field to change is Asset-Code-Asset Strategy then enter in old and new value. There is no need to select limiting fields.

NOTE: Before running the tools from step #2 in Production, it is advised to run these in a TEST environment first.

Steps to Duplicate

1. Go to File Maintenance\Funds\Fund Code Maintenance\Asset Strategy
2. Click on Edit Asset Strategy
3. Note that the Asset Code field is greyed out and cannot be edited, however, the Asset Description can be edited.

Environment

 FIMS

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.