How to Retire or Deactivate a Pool

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I have a pool I am no longer going to use, is there a way to retire it or deactivate it?

1. Make sure that all funds have been moved out of the pool and that there are no balances left in the pool GL accounts for the funds.

2. Set a "Closed Date" on the Pool record in FACTS

You can also check the "Exclude from Rebalancing" checkbox which will prevent this pool from being included in asset rebalancing.

3. Rename the pool to "RETIRED" or "INACTIVE" or something similar so that you can easily tell that it is no longer active.

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