Create Pending Trade Rule Detail

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Last updated: Jul 20, 2023 by Nancy Cohn (Deactivated)
1 min read

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:

  1. 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.

  2. 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. 

  3. Click Submit.

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