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NOWFinance - Order Workflow 1/5

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Order Entry
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In the following example we will create an order by selecting a security from the position of the client. In the example the security has already been traded at the time of the input. Therefore we'll complete the order in one step.

We will review the status of the order, look at the position of the client and transfer the order to the back-office application to process it.

We select the option "Order Entry" from the "Order" Menu.
ACCESS TO APPLICATIONS

The applications are accessed by menus. A powerful application to define menus and access authorities is part of the package.

The user will only see those items on the menu to which he has been granted authority.

When we start the application the system shows a browser with orders that have not yet been released. As you can see in the picture below, we have input two orders that we have not released yet.

For now, we do not bother and press or select "Client Position" from the pull-down menu to display the position of a client as we want to sell a position.
BROWSER OPTIONS

Command keys and pull-down menus allow you to change the view of the browser.

You can display new, pending and processed orders or create orders by selecting a position from the current positions of the client or the current positions of a security.