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Positions are created in Master data associated with Positions. This must be done by a user who has the necessary permissions 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. |
• | In the screen that appears, select Add a new record or select an existing record to Edit. |
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• | 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. |
Note: The Futures field on the Position screen can be left empty. It’s used for valuation of physical contracts.
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