Configure fax export
You can make individual settings for the fax export of your orders from the order book. You can then assign fax export modules (PSI Order Entry) created in this way to your banks in the bank properties .
Proceed as follows to configure fax export modules:
- On the "Ordering" tab, select the FAX-EXPORT, CONFIGURATION command from the "PSI Order Entry" icon menu.
- The "PSI Order Entry - Configure fax export" dialog box appears.
- Create your fax export modules on the left-hand side of the dialog window using the "Create new fax export module" icon.
- Enter a meaningful name for the fax export module in the "Name" field.
- In the "Template" field, you can use the "Search" icon to select a template for the export, e.g. the template optimized for this purpose Report fax export collective orderwhich you can find in the templates in the "Other" category.
- Specify the storage location for the exported reports in the "Export directory" field.
- Finish the configuration with the "Save" button.
- Proceed in the same way for other fax export modules.
Close the dialog window after configuration with the "Close" button.
- You assign fax export modules created in this way to the respective bank as PSI Order Entry via the bank properties. Then assign the bank to a securities account in the securities account properties.
- You can then export order sessions of the associated portfolio from the portfolio rebalancing as a PDF file from the order book using the "Prepare collective order" function.
The number of fax export modules is limited by the number of licenses. License information about your Infront Portfolio Manager can be found in the Info dialog, which you open via the "Info" icon on the "Help" tab.
Siehe auch: