General settings for PSI Order Entry
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:
- In the Infront Portfolio Manager ribbon, on the Ordering tab, select GENERAL SETTINGS, CONFIGURATION from the PSI Order Entry icon menu.
- Make your settings on the "General settings" tab in the "PSI Order Entry - Configuration" dialog box that appears.
- Finally, save the settings with "OK".
In detail, you have the following setting options on the "General settings" tab:
Ex-ante settings" tab | |
|---|---|
Element | Description |
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. |
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. |
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. |
"BaFin reporting settings transactions" tab | |
Element | Description |
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. |
| Multi-channel ordering (only with module of the same name) | |
Element | Description |
| 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. |
