Process
You can edit multiple trade contracts at once by following the steps below:
Click the Trade module, then click Contracts.
Click on the Burger Menu (3 green lines) in the top-right corner.
Select Update Contracts
At this point, you can use the filters on the screen to search for the contracts you want to edit.
When you have applied the required filters, click the Search button to display the results.
You have the option to export the full list of results to CSV by clicking the Export to CSV button at the top
Select the box on the left against every contract you wish to edit or click All at the top to select them all.
At the bottom left of the screen, click the drop-down to select the field you want to change.
Set the desired new value for that field in the Value box.
Click Update Selected or Update All if you want to update all the search results.
The system applies the new value to that field against every selected contract.
Example
As an example, let's say you want to change the customer order number on all contracts for account AA001. To do this:
Click the Update Contracts screen.
Set AA001 in the Account filter, then click Search - this gives you a list of every contract against that account.
You'll be able to see the current customer order number on the screen.
Click All to select every contract.
In the drop-down menu, select Order Reference.
In the Value box type: TestRef1.
Click Update Selected.
The system would apply the value TestRef1 as the customer order number on every trade contract, overwriting any number that was already there.