Blocking (collective transactions)

Portfolio Service Collective Transactions" module

Use this collective transaction type to enter blocks for positions of a selected security.

If you have selected the "Lock" collective transaction type with the mouse, you will see the following elements to the right of it in the "Configuration" area:

Element	Description
Date	Date of blocking. The default setting is the date calculated via the general securities account settings.
Securities	Enter the security whose positions you wish to block here and then press the <RETURN> button or use the familiar object search function via the "Search" icon (magnifying glass) to the right to search for the security in the database.
Lock	Select the previously defined lock from the selection list. If necessary, read the section Manage locks.
Remark	Space for notes on the lock.
Complete position	Activate this checkbox if the entire item is to be locked. If the checkbox is deactivated, you can enter the desired number of units to be blocked in the "Nominal value" column in the list of calculated orders.
Calculate locks	After entering your data, use this button to start the calculation of the locks to be entered.