Configuring Trading Profiles

Configuring Trading Profiles link arrow_upward

Trading Account Profiles define trading rules for normal transactions, i.e. transfer on, transfer off and loans between a site and a trading partner.

1. Expand Reference Data within the navigation menu, open Trading Profiles page.
2. On a new line, name the profile, and define settings.
3. Once the Trading Profile is created, it will need to be assigned to the Trading Partner, this is done in Trading Accounts.
4. In navigation menu, expand Reference Data, select Trading Accounts.
5. Find the Trading Partner, and assign the relevant profile in the Trading Profile field.

Adding from the Catalogue link arrow_upward

1. Expand Reference Data within the navigation menu, open Trading Profiles page.
2. Open Catalogue Trading Profiles detail grid.
3. Click Add on the far right.
4. Once the Trading Profile is created, it will need to be assigned to the Trading Partner, this is done in Trading Accounts.
5. In navigation menu, expand Reference Data, select Trading Accounts.
6. Find the Trading Partner, and assign the relevant profile in the Trading Profile field.