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Configure Margin Items

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1 min readUpdated

Administrator Guide › Configuration › General Settings

Margin Items — Configurations › General Settings › Margin Items

Overview

Margin Items provide the configuration list used to maintain margin-related items, such as items associated with job risk or currency risk. Administrators use this page when establishing or maintaining the margin items available to the business. Access the page from Configurations, under General Settings.

Before you start

Ensure that you can access Configurations > General Settings > Margin Items.

Steps

  1. Navigate to Configurations > General Settings > Margin Items.

  2. Review the existing Margin Items list to identify the margin items already configured.

  3. To begin adding a Margin Item, select New.

  4. Complete the Margin Item configuration in the page that opens, using the available required fields and format validation.

Note: Margin Items can include items used for job risk and currency risk calculations.

Warning: Where a field enforces a character format, enter only the accepted characters: underscore (_), hyphen (-), and period (.).

Result

The Margin Items configuration list is available, and you can begin creating a new Margin Item.

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