Display restriction checks for an order in the rebalancing tool

Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

In the rebalancing tool, you can display the restriction checks for each order in saved order sessions in the same way as the order book and add comments if necessary. Proceed as follows:

1. Select the order in the position overview 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.
   Here you will find the columns described in the section Display restriction checks for an order in the order book .
2. If necessary, enter your comments on the restriction checks in the "Comment" column or edit the existing comment.
3. Close the "Restriction checks for order" dialog box with "OK".

Notes on the restriction tests

• If order sessions contain commented restriction checks, a corresponding query appears. Here you can decide whether you want to accept or delete them.
• If there are several orders with different comments for an item that have not yet been settled, these are combined into one comment with the additions "Comment 1", "Comment 2", etc.
• If an order session contains unsaved changes, these must be saved before the restriction checks are displayed.
• If more than one order is assigned to a position in the order book, these comments can only be displayed in the order book.

Editing the comments of restriction checks is not (or no longer) possible in the following cases:

• Change to another order session
• Changes to order items or balances
• Recalculation via the &quot;Update and re-evaluate data&quot; icon or via the <F8> key