Partner Groups

Navigate to Partner Groups#

• Access the Partner Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Click on Partner Groups as shown in the fig1 below.

• This displays a list view of Partner Groups.

Filter Partner group#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company: A dropdown list of companies
  • Type: A dropdown list of partner groups.
  • Status: dropdown list of status types.

Create Partner Group#

• To create a partner group, hit the Create button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Company
  • Category
  • SubClass Code
  • Is Default

• You also need to populate the fields in the following tabs:

  • Account Rules
  • KYP Rules
  • Cash Management Rules
  • Trading Defaults
  • Portfolio Dfaults

• After filling out the forms, hit the Save and Close button.

View a Partner Group#

• From the list view, click on the ID of the partner group to view it

Edit a Partner Group#

• From the list view, select the partner group you want to edit by clicking on a radio button
• Click the edit button to edit the partner group you just selected

• After editing, save the changes.

Delete a Partner Group#

• From the list view, click on the Delete button to delete the transfer

Activate a Partner Group#

• When you create a partner group, it status will be pending
• To activate the newly created partner group, search for the partner group using the search filter
• Then click the Activate button to activate the partner group (it status will change to Active)

Deactivate a Partner Group#

Only an active partner group can be deactivated

• To deactivate an active partner group, search for the partner group using the search filter
• Then click the Deactivate button to deactivate the partner group

Run All Partner Groups#

• Click the run all button

Merge Partner Groups#

Two groups can be merged together

• To merge 2 partner groups into a single group, select the first group by clicking on the radio button
• Then click the ellipses(…) in the tool bar area, then click the merge button

• Specify the parameters for both;
  • DeleteSource
  • Source
• Hit the execute button