Display restriction checks for an order in the order book
In the order book, you can display the restriction checks carried out in portfolio rebalancing for each order and add comments if necessary.
Proceed as follows to display the restriction checks for an order in the order book:
Select the order and then select the DISPLAY RESTRICTION CHECKS command in the context menu.
If restrictions exist for the order, the "Restriction checks for order" dialog box appears.
You will find the following information here:Column Description Restriction
The name of the restriction.
Restriction type
The type of restriction: Stock restriction or quota restriction?
Level
The level of the depot object to which the restriction is assigned. The following objects are possible here:
- Portfolio
- Owner
- Group
Object name
In the "Object name" column, you can see the name of the (basic) securities account object (portfolio, holder or group) to which the restriction is assigned.
Restriction violation
This column shows whether the order violates a restriction.
Commented by
The Infront Portfolio Manager user who last changed the comment for this restriction check.
Comment
The commentary on this restriction test.
You can comment on restrictions (or restriction checks) for orders that have not yet been released. To do this, enter the corresponding text in the "Comment" column.
Once the order has been released, it is no longer possible to edit the comments.
This dialog box also shows if the same restriction is violated at several levels (in the example above in lines 2 and 3 at owner and group level).
- If necessary, enter your comments on the restriction checks in the "Comment" column or edit the existing comment.
Close the "Restriction checks for order" dialog box with "OK".
Comments on the restriction checks can only be entered in the order book by users who have the "Place, change and delete orders" object right.
If necessary, read the chapter User administration in the administration manual.