Creating Positions

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Positions are created in Master data associated with Positions. This must be done by a user who has permission to edit Master data.

 

Select the Configuration tile under the Settings tab on the Home screen.
On the screen that appears, select the Positions tile under the Risk tab.

 

Position_MD_tile

 

In the screen that appears, select Add a new record or select an existing record to Edit.
To create a new Position, enter a name, currency and quantity unit, and select the Add button at the bottom of the blue edit screen.

 

Add_position

 

Note: The Futures field on the Position screen can be left empty. It’s used for valuation of physical contracts.