R-Desktop : Working with Accounts : Working with Scheduled Sell Records
Working with Scheduled Sell Records
The Sell Summary screen displays the details of any existing active or inactive scheduled sell records. Annulled records are not displayed. Records are ordered by Status (active then inactive), then by Next Date, descending.
Functionality for scheduled sells is similar to the existing functionality for PACs and SWPs.
There are no lead times for a scheduled sell record and, as a result, an active record can be modified on the day before it is executed.
To work with scheduled sellsĀ 
1. Follow the procedure Viewing Account Information.
2. Select Scheduled Sell from the More... list. The Sell Summary dialog appears.
3. To view or edit the details of a scheduled sell, click the View/Edit button for the record you want to view. The Scheduled Sell Detail dialog appears displaying the details of the record.
4. To add a new scheduled sell, click Add. The Scheduled Sell Detail dialog appears.
5. This dialog is similar to the SWP Details screen. For more information, see Setting Up a SWP.