R-Desktop : Entering Orders : Setting Up an Order Bundle : Trial Submit Confirmation Summary
Trial Submit Confirmation Summary
The following dialog will be launched as a result of selecting the Trial Submit button, described in the previous section, after all server edits and configurable edits with an outcome of Error, Reject, Confirmation Required, and Allow Override have been resolved. A table is presented with any server warnings, processing edits or IGOs set to an outcome of Pending Verification, Explanation Required, or Warning. This is similar to the existing table presented in Sales & Service for configurable edits set to an outcome of Pending Verification.
Item
Type
Description
Suitability
button
Opens the Suitability Calculation Results dialog.
Transaction
hyperlink
Description of the trade. Displays the same value as the Transaction field on the Order Entry screen/ Bundle tab:
Demand, Fund, and Term investment format:
{OrderType} {Quantity} of {Investment Code} {Investment Description}
Equity and Fixed Income investment format:
{OrderType} {Quantity} of {Symbol} @ {Price}
Each row is a hyperlink that will launch the Trial Submit Confirmation Details dialog for the applicable order.