Trading Entity Management

Trading Entity Management enables administrators to manage existing and create new Trading Entities. 

Trading Entity Details

Use the Trading Entity field to view a the details of a different Trading Entity

To change the name of the Trading Entity type a new name in the Trading Entity Title Field.

Click the Save button to save the change.

Create Trading Entity

It is possible to create a new trading entity by copying an existing one. This will copy static and nominal data but no transactional data.

Click on the Settings Menu, select Trading Entity Details and then from the navigation panel click Create trading Entity. Choose a trading Entity to copy and give the new entity a two letter code and name. Click the create button below to create the new trading entity.

S01 will appear so that the progress of the company copy can be monitored. 

Once the company copy is complete S01 will close, log out of ITAS and then back to complete the process. To view the new trading entity the user must be granted access to it via the CMP module.

It is also possible to refresh the data of one trading entity with the transactional data of another. This can only be done if trading entity being refreshed is marked as a test company in S01. This ensures test company data cannot be used to refresh a live company.

Click on the Settings Menu, select Trading Entity Details and then from the navigation panel click Trading Entity Refresh.

Update the colours that are assigned to each of the trading entity. These colours are used in the tiles on the homepage, the header bars in the Entity Details screens and the icons in the data grids.

Indicates whether an alert triggers have been set for the Trading Entities. The triggers are setup within the Alerts Admin.