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- In Accounting Center, in the left navigation pane, click Transactions > Trades > Pending Trade Rule Detail > Create Pending Trade Rule Detail Positions.
You see the Create Pending Trade Rule Detail Positions panel. - Complete the options in the Create Pending Trade Rule Detail Positions panel.
- Click Submit.
You see information for the positions that met your criteria in the Show All tab. - Select the row of each position for which you are adding a flagged position rule and click Add Flagged Position Rules.
You see the Add Flagged Position Rules tab, which displays a row for each position you selected. - Complete the options in the Add Flagged Position Rules tab.
The following fields are required to define a flagged position pending trade rule detail: Pending Trade Indicator, along with at least one Reason Code. You must also specify an entity, security, message type, event type, or some combination of those attributes. - Click Submit.