Edit Pending Trade Rule Detail

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

In the Edit Pending Trade Rule Detail panel, you can change a pending trade rule detail.

To edit a pending trade rule detail:

  1. In the Accounting Center, in the left navigation pane, click Transactions > Trades > Pending Trade Rule Detail > Edit Pending Trade Rule Detail.
    You see the Edit Pending Trade Rule Detail panel.

  2. Complete the options on the Edit Pending Trade Rule Detail panel to identify the rules you want to change and click Submit.
    You see information for the pending trade rule details that met your criteria in the Show All tab.

  3. Select the row for each rule you want to change and click Change Flagged Position Rules.
    You see a row for each rule you selected.

  4. Change the rules.
    For each rule you are changing, you can change the following information: Pending Trade Indicator, Message Type, Reason Codes 1 to 5, and Notes/Comments. If you select a Message Type of MTCANCEL, you can also change the cancellation strategy options. The remaining fields describing the rule are locked, and are for information only. You must specify the Pending Trade Indicator field value and at least one reason code to save your changes.

  5. Click Submit.