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.
Screenshots
Picture: Client Orders Entry Window
Picture: Client Orders Entry Window With Customers MiFID Profile
Picture: Client Orders Entry Window - With a built in MiFID test.
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Fields in the Client Order Entry Window
Look at the Market Order Entry Window (Copy) 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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