Dealer Instructions
Navigate to: Bulk Processes -> Dealer Instructions
Available Options
- Create Dealer Instructions – Create a new dealer instructions, all authorised instruction will be available to be add to the dealer instruction
- Proceed With Cash Sells – Provide a list of instructions where cash sells can proceed
- Upload Contract Notes – This option give the user the ability to confirm a batch of dealer instructions
- Dealer Instructions -> More Action; refer to Dealer Instruction Options
- List Dealer Instructions – Refer to Filters below
Filters
The user have to option to filter Dealer Instructions with the following parameters:
- Date
- Instrument Provider
- Fund
- Dealer
- Completed – To include completed instruction in the list
Once a selection has been made (1) the user have the option to create a Detailed instruction file (2), a single instruction or multiple dealer instructions can be selected
Last Updated on 12 months ago by Debra Hart