Load order sessions

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Use the LOAD ORDER SESSION... command to open an order session and load all portfolios for which there are orders in the session into the rebalancing tool.

Proceed as follows to load saved order sessions:

1. Select the "Portfolio rebalancing" icon on the "Ordering" tab.
2. Then select the command LOAD SITUATION... in the menu of the "Template" icon on the "Portfolio Rebalancing" tab.
3. Select an order session in the "Select session" dialog box that appears and confirm with "OK".
   The order session is opened in the rebalancing tool. In the portfolio list you can see all portfolios for which there are orders in this order session.
   This functionality can be used to check (by another user) orders in the order book.

The command LOAD ORDER SESSION... in the menu of the "Template" icon on the "Portfolio Rebalancing" tab opens the orders generated (so far) in this order session, including the associated portfolio list, in contrast to the command EXPAND ORDER SESSION/EDIT.... Please note, however, that these order sessions may also contain portfolios without generated orders, which are then not visible when loading. The database may also have changed in the meantime, especially if older order sessions are loaded.