Add Comments to a Price

You can add comments to a securities price. A reason code can also be populated from a list of code values.

To attach a document or comment to a price:

In the Reference Desk workspace, in the left navigation, click Price.
You see the Prices workspace with all the available price records.
Click the View Data By drop down and select Vendor Prices or Gold Copy prices from the drop-down list.
Complete the required search criteria and click the Search button.
You see the search results based on the criteria you selected.
Select the record you want to attach a document or comment to and click the Attach/Comment icon in the ribbon.
You see the Add Attach/Comment dialog box.
To enter a comment, type your comment in the space provided.
To attach a file, click browse and select the file to attach.
Select the Data Type from the drop-down list.
Enter a Start Date and an End Date using the Calendar controls.
Click Save.

To delete a document or comment from a price:

In the Reference Desk workspace, in the left navigation, click Price.
You see the Prices workspace with all the available price records.
Click the View Data By drop down and select Vendor Prices or Gold Copy prices from the drop-down list.
Complete the required search criteria and click the Search button.
You see the search results based on the criteria you selected.
Select the price from which you want to delete a document or comment from, and click the View all Attachments/Comments icon in the ribbon.
You see the Attach/Comment dialog box with the list of comments and attachments currently in effect for the security or exception.
Click the X button to the right of the listed comment/document.
You see the Reference Data Center dialog box asking you to confirm the delete.
Click Yes.
Click Save.