Upload Order Closure and Retention Policy

Active Orders Classic : Upload Order Closure and Retention Policy

Upload Order Closure and Retention Policy

To upload terms and instructions

1

Click the Account Manager tab > Service Configuration > PO Closure & Archival Policy.

The PO Closure Status page opens.

2

Select the condition(s) under which you want Active Orders to close all orders.

3

For the retention period, enter the

Closed PO Retention Period — Number of days Active Orders should hold a closed order in the system, after which the order is deleted, along with its related documents.

Maximum Retention Period — Number of days Active Orders should hold any inactive document.

4

Click Actions and click Preview PO Closure & Archival Policy.

5

Review your settings, click Actions, and click Save to activate this policy.

16.2 release. Updated October 23, 2016

Trading Grid Online User Guide PDF