Differences

This shows you the differences between two versions of the page.

--- cats:procedures:futures:exchangesetup [2016/05/20 15:02] – jen
+++ cats:procedures:futures:exchangesetup [2019/05/28 15:57] (current) – jen
@@ Line 1: / Line 1: @@
 =====Futures Position and Product Setup=====
 {{entry>0;Exchange Product;-}}{{entry>0;Exchange Position;-}}{{entry>0;Futures Table;-}}{{entry>0;Valuation;-}}
 Before you can begin using trade and hedge features of CATS, you will need to create exchange products and set up monthly prices for each exchange, exchange product, and month on the exchange.
+You can also use multiple currencies in the system. To begin using currencies, you must first add the currency as an exchange product and an exchange, then you can enter a default currency rate to be used. To see wiki on setting up currencies [[cats:procedures:currencies|click here]].
 ====Exchange====
@@ Line 10: / Line 11: @@
 To add an exchange, go to **Add** on top menu.\\
+[{{:cats:procedures:futures:exchange_addexchange.png?|Add on top menu to add exchange}}]
-[{{:cats:procedures:futures:exchangetrades_addmenu.png?|}}]
 Add exchange code and **Apply**.\\
+[{{:cats:procedures:futures:exchange_addexchangemtl.png?|Add an exchange code}}]
-[{{:cats:procedures:futures:exchangetrades_addexchange.png?|}}]
 Add in the description, currency, etc. and then **Apply** to complete adding the exchange. \\
-[{{:cats:procedures:futures:exchangetrades_editreviewexchange.png?|Review Exchange}}]
+[{{:cats:procedures:futures:exchange_exchangemtlreview.png?|Continue to add in the exchange}}]
 When finished, the edit review screen will appear. Select **Exit** to go back to the list of exchanges.\\
-[{{:cats:procedures:futures:exchangetrades_applyafteredit.png?|}}]
+[{{:cats:procedures:futures:exchange_exchangeadded.png?|Review exchange}}]
 ====Exchange Product====
@@ Line 29: / Line 28: @@
 Select **Add** from the top menu, to add the exchange product.\\
-[{{:cats:procedures:futures:exchangetrades_addexchangeprod.png?|Add Exchange Product}}]
+[{{:cats:procedures:futures:exchangeproduct_addnew.png?|Add Exchange Product}}]
-Add in the exchange product, and then **Apply** to complete adding the exchange product.
+Add in the exchange product, and then **Apply** to continue.
-[{{:cats:procedures:futures:exchangetrades_reviewfuturesexchangeprod.png?|}}]
+[{{:cats:procedures:futures:exchangeproduct_addproduct.png?|Add in product code}}]
+Complete adding the exchange product on this screen. Press **Apply** to continue.
+[{{:cats:procedures:futures:exchangeproduct_reviewproduct.png?|Review futures exchange products}}]
 When finished, the edit review screen will appear. Select **Exit** to go back to the list of exchanges.\\
-[{{:cats:procedures:futures:exchangetrades_applyafterreview.png?|}}]
+[{{:cats:procedures:futures:exchangeproduct_reviewproductdadded.png?|Review the product}}]
 ====Positions on the Exchange====
@@ Line 60: / Line 63: @@
 [{{:cats:procedures:futures:exchangetrades_positionsontheexchangeadded.png?|Review Position on the
 Exchange}}]
+<note important>After changing futures prices, you should run the Exdock Price/Market value recalculation.</note>
 ====Arrival Month to Futures Table====