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Remove links to transactions for orders

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

You can also unlink orders from transactions in the order book. Proceed as follows:

  1. If necessary, select the corresponding order session in the "Session" area.
  2. Select the orders in the list. Multiple selection is possible.
    Orders currently linked to transactions can be recognized by the "One transaction linked" icon.
    You can recognize orders that are currently linked to several transactions by the "Multiple transactions linked" icon that appears.
  3. Then select the "Remove links to transactions for selected orders" icon in the order book toolbar.
  4. Answer the security prompt that appears with "Yes".
    The links between the selected orders and the transactions are removed.
Links between orders and transactions can also be removed in the "Enter transactions" worksheet. If necessary, read the section Unlinking orders in the order book.
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