Editing a Corporate Action 

Procedure

  1. Choose Back office ® Position management ® Corporate actions.
    The initial screen for editing corporate actions appears.
  2. From here, you can either create a new corporate action or change or display an existing one.

Function

Entries

Comments

Create

  

See also: Creating a Corporate Action

See also: Issue Currency Changeover

See also: Manually Generated Corporate Actions

Change
  1. CA number
  2. Change
  3. Enter your changes.
  4. Save or Activate the corporate action.
  • You can only make changes to corporate actions which have status 0 (planned).
  • When you save the corporate action, the status is 0 (planned).
  • When you activate the corporate action, it is transferred to status 1 (activated, no flows exist). You can now post it.

Delete
  1. Go to the change mode.
  2. Delete the corporate action.

You can only delete a corporate action that has status 0 (planned).

Display
  1. CA number
  2. Display
  

Deactivate
  1. Go to the display mode.
  2. Deactivate the corporate action.

You can use the deactivate function to reset a corporate action from status 1 to 0, and to transfer a corporate action from status 4 to 5.

Other functions

  

These functions are in the accounting area.

Post

  

See also: Posting a Corporate Action

Reverse

  

See also: Reversing a Corporate Action