CLI - Entretien / Demande de Compte Client


Aperçu

Cette application est utilisée pour gérer les comptes du grand livre client. Pour plus d'informations, voir les sous-rubriques.

 


Contents of CLI - Entretien / Demande de Compte Client

  • What is CLI

    What is CLI ITAS maintains all of its' 3rd party accounts in CLI i.e. customers, suppliers, service companies, banks, brokers, agents, shipping lines, hauliers, warehouses... CLI is the maintenance program that also handles various reporting, ...

  • How to use CLI

    Jump to F&O/FX Trading Details TRS Details Warehouse Details Account Contact Details Account Bank Details Reports Performance Equity How to use CLI Once you have opened the CLI window, in order to use CLI you ...

  • Tab Contents

    Jump to Main Details Tab Miscellaneous Tab Limits Tab Balances Tab Transactions Tab Family Balances Tab Notes Contracts CLI Tab Contents This document describes the main items that can be maintained within CLI. Main Details ...

  • Chase Letters

    What is Chase Letters How to use CLI/Forms when wish to create Chase Letters which are based on documents created in ITAS. a) Use DOCMAN to create correct folder for the company named as ClientDocs. ...

  • MDM Webservice

    This process is very specific and customised interface to enable import of new CLI accounts and some restricted subsequent amendmen.t The technical name is ITASCLIAMEND, which is configured to operate under IIS. The ITAS MDM ...


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