This feature allows you to view buy instructions. The screen displays the details of any existing active or inactive buy instruction records. Records are ordered by status (active then inactive), then by entry date, descending.
The screen will display 'No records found' if active or inactive buy instruction records do not exist.
For more information about adding buy instructions, see
Adding Buy and Sell Instructions.
2. Select Buy Instructions from the More... list. The Buy Instruction Summary dialog appears.
3. To view the details of a specific buy instruction, click the instruction’s View/Edit button in the Action column. The Buy Instruction Details dialog appears.
4. If you want to change the status of the instruction from Active to Inactive, select from the Status list.
5. To view the details of a buy order, do the following:
a) Click the View button. The Order Details screen specific to the type of order appears.
b) Click the Fund From Details tab.
c) Click the View button to view the applicable Fund from Client or the Fund from Fund screens.
6. To send a cancel request to cancel a buy instruction when the status has been changed to Inactive, click the Update button.