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cats:procedures:contract:pricefixingletter [2019/01/15 16:43] – [Price Fixing Letter Menu] jen | cats:procedures:contract:pricefixingletter [2024/04/16 20:53] (current) – added note about removing the confirmation dialog tom | ||
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=====Price-Fixing Letter===== | =====Price-Fixing Letter===== | ||
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- | CATS can create a price-fixing letter when you full or partially fix a contract | + | CATS can create a price-fixing letter when you fully or partially fix a contract item. |
- | The price-fixing letter is a confirmation of fixation of trades sent to the counterparty. | + | The price-fixing letter is a confirmation of this fixation of trades |
====Create a Price-Fixing Letter==== | ====Create a Price-Fixing Letter==== | ||
- | To create a price-fixing letter, select **Hedge/Fx > Prepare/ | + | To create a price-fixing letter, |
[{{: | [{{: | ||
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CATS will ask if you want to create a price fixing letter. Press **Yes** to proceed. | CATS will ask if you want to create a price fixing letter. Press **Yes** to proceed. | ||
[{{: | [{{: | ||
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+ | < | ||
- | CATS displays a dialog reflecting the current price fixing status of the contract item. You can specify whether the PF letter is Fully or Partially fixed and even set the number of bags. Click " | + | CATS displays a dialog reflecting the current price-fixing status of the contract item. You can specify whether the price-fixing |
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**Edit** - Modify the language of the letter. Use this menu option to gain access to the text fields to modify the existing letter. | **Edit** - Modify the language of the letter. Use this menu option to gain access to the text fields to modify the existing letter. | ||
- | **Prn** - Print the price fixing letter. As with other areas in CATS, you can choose the output from the menu. | + | **Prn** - Print the price fixing letter. As with other areas in CATS, you can choose the output from the menu. |
- | [{{: | + | \\ ++Click here to to display | {{: |
- | [{{: | + | |
- | **Sign** - Add a signature to the price fixing letter. | + | |
- | [{{: | + | |
- | **Addr** - Select | + | **Sign** - Add a signature to the price fixing letter.\\ ++Click here to to display | {{: |
- | **Review** - View a list of all the price fixing letters for this item. | + | **Addr** - Select a different address from the Name & Address file. |
+ | [[cats: | ||
+ | |||
+ | **Review** - View a list of all the price fixing letters for this item.\\ ++Click here to to display | {{: | ||
**Add** - Add another price fixing letter. You can create multiple price-fixing letters, if the fixation price changes or you want to show partial fixings on separate letters. | **Add** - Add another price fixing letter. You can create multiple price-fixing letters, if the fixation price changes or you want to show partial fixings on separate letters. | ||
- | **Del** - Delete the current price fixing letter. | + | **Del** - Delete the current price fixing letter.\\ ++Click here to to display | {{: |
+ | Here is a sample print out of a price fixing letter. | ||
+ | [{{: | ||
This concludes the tutorial on price fixing from the contract item screen. | This concludes the tutorial on price fixing from the contract item screen. | ||
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