In the Create Pending Trade Rule Detail panel, you can specify general criteria used to identify pending transactions.
To create a pending trade rule detail:
- In Accounting Center, in the left navigation pane, click Transactions > Trades > Pending Trade Rule Detail > Create Pending Trade Rule Detail.
You see the Create Pending Trade Rule Detail panel. - Complete the options in the Create Pending Trade Rule Detail panel.
The following fields are required to define a 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.
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