Add Flagged Position Rules for Held Positions Only
In the Add Flagged Position Rules - Held Positions Only panel, you can specify criteria used to identify pending transactions for currently held positions.
To add a flagged position rule:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Add Flagged Position Rules - Held Positions Only in the Start Search text box.
- Click the Add Flagged Position Rules - Held Positions Only (Accounting Center) link to access the panel.
You see the Add Flagged Position Rules - Held Positions Only panel. - Complete the options in the Add Flagged Position Rules - Held Positions Only 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 rule: Â Pending Trade Indicator, along with at least one Reason Code. - Click Submit.
- Close the Add Flagged Position Rules - Held Positions Only bottom tab to return to the Accounting Center.