Differences

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

--- cats:procedures:futures:tradereview [2017/11/21 15:50] – tom
+++ cats:procedures:futures:tradereview [2017/11/28 16:17] – jen
@@ Line 7: / Line 7: @@
 ====Scanning Open Trades====
-Select **Exchange Trades** > **Trade Data Entry/Review** from the main menu.
+Select **Exchange Trades** > **Trade Data Entry/Review** > **Trades Scans** from the main menu.
-[{{:cats:procedures:futures:trades_dataentryaccess.png|Select Exchange Trades and Trade Data Entry/Review to add futures trades.}}]
+[{{:cats:procedures:futures:tradescan_accessmenu.png?|Select Exchange Trades and Trade Data Entry/Review to add futures trades}}]
 A scan of open trades will pop up. This scan shows all open trades in the system.
@@ Line 99: / Line 99: @@
 ====Trades by Position - Move Forward or Liquidate Position Using a Grid of Trades====
-Use this option to liquidate or roll specific trade entries in batches.
+Use this option to liquidate or roll specific trade entries in batches. The resulting new trades will be attached to the same physical as trade that is liquidated.
-Go to **Exchange Trades > Move Forward or Liquidate > Trades by Position** or **Offsetting Trades**.
+Go to **Exchange Trades > Move Forward or Liquidate > Trades by Position**.
-Enter a position, exchange and product then select **Apply** to see a list of matching trades.
 [{{:cats:procedures:futures:exchangetrades_moveforwardliquidate1.png?|Enter filters and pick Apply to see a list of trades to liquidate}}]
+Enter a position, exchange and product then select **Apply** to see a list of matching trades.
-The list of trades displayed will show you how many units are available to roll/liquidate in the **Units** column. A box to filter trades will also be displayed.
+The list of trades displayed will show you how many units are available to roll/liquidate in the **Units** column. A box with options for filtering the list and selecting trades will also be displayed.
 Enter the units to roll/liquidate in the **Liq** column or further filter this list by using the filter box in the top right hand corner.