Module "PSI Order Entry per bank or fax order"
In addition to the interface-specific settings for each PSI Order Entry, the "PSI Order Entry - Configuration" dialog box also contains general setting options that can be stored for several PSI Order Entries. Proceed as follows to make these settings:
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In the Infront Portfolio Manager ribbon, on the Ordering tab, select GENERAL SETTINGS, CONFIGURATION from the PSI Order Entry icon menu.
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Make your settings on the "General settings" tab in the "PSI Order Entry - Configuration" dialog box that appears.
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Finally, save the settings with "OK".
In detail, you have the following setting options on the "General settings" tab:
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Ex-ante settings" tab |
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Element |
Description |
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Show ex-ante costs for the following interfaces |
On the "Ex-ante settings" tab, you can determine for which interfaces ex-ante costs should be displayed. To do this, activate the checkboxes for the respective interfaces. |
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User-defined field for "ex-ante deposits" |
You can mark depots of the interfaces selected above as "ex-ante depots" via a user-defined field. To do this, enter the name of the user-defined field created for this purpose in the input field. |
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User-defined field for "Holding period" |
You can enter an expected holding period for the securities in the ex ante securities accounts of the interfaces selected above via a user-defined field. To do this, enter the name of the user-defined field created for this purpose in the input field below. |
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"BaFin reporting settings transactions" tab |
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Element |
Description |
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Activate BaFin reporting for transactions for the following interfaces |
[Only for dwpbank interfaces] On this "BaFin reporting settings transactions" tab, activate the checkboxes of the dwpbank interfaces for which you want to activate BaFin reporting of dwpbank. |
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Multi-channel ordering (only with module of the same name) |
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Element |
Description |
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User-defined field |
You can use a user-defined field to define a home exchange for securities that you wish to trade via multi-channel ordering. To do this, enter the name of the user-defined field created for this purpose in the input field. |
You make the interface-specific settings for each licensed PSI Order Entry in the "PSI Order Entry - Configuration" dialog box on the tabs that are then visible.