Description
The Client Order Entry Window allows you to create a client order and send it to a broker (DMA/Manual) or a market (DMA).
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If the order is an advice order then the user must take the MiFID test.
Once all the details have been filled the user can "Create" the order or "Create and Send" the order.
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Fields in the Client Order Entry Window
Look at the Market Order Entry Window for description of the Market Order fields.
| Field | Description | |
|---|---|---|
| Name | The name of the customer. | |
| Communication | How the trader received the order. | Phone, Mobile Phone, email, Instant Messenger, In Person, Internet, Undefined |
| Client Comment | Free text for client comments. | |
| Portfolio | The available portfolios of the customer. | |
| Account | The accounts owned by the customer. | |
| Fee Type | Fee type for the order. | Basis points, Cents per share, Fixed amount, Max basis points, Percent |
| Fee | The fee amount. | |
| Is Advice Order | A check box to notify if order is an advice order or not. |
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Functionality
The Client Order entry window is used to create client orders. To create a client order the user must fill out the Market Order details: select the side (B/S), quantity, type in the instrument he wants to trade, the price, order type, visible quantity, TIF, broker and handling instructions. The user must also fill out the client details: Type in the Name (auto complete), select communication method, fill out the client comment, select the portfolio details, account details, fee type and the fee. The user must also tell the system if the order is an advice order or not.
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Fields in the Client Order Entry Window
Look at the Market Order Entry Window for description of the Market Order fields.
| Field | Description | |
|---|---|---|
| Name | The name of the customer. | |
| Communication | How the trader received the order. | Phone, Mobile Phone, email, Instant Messenger, In Person, Internet, Undefined |
| Client Comment | Free text for client comments. | |
| Portfolio | The available portfolios of the customer. | |
| Account | The accounts owned by the customer. | |
| Fee Type | Fee type for the order. | Basis points, Cents per share, Fixed amount, Max basis points, Percent |
| Fee | The fee amount. | |
| Is Advice Order | A check box to notify if order is an advice order or not. |