The Individual Limit Maintenance page provides ability to set the positive and negative cumulative position limits for an individual producers (overrides global limits).
Adding a new individual limit
To add a new individual limit from the Individual Limit Maintenance page:
1)Click Add New to open the Add Individual Limit Maintenance page.
2)Complete the following details:
•Start Day*: Type the date or click the Calendar icon to select the day you would like the individual cumulative limit to begin.
Note: The start date defaults to the current period active month and year.
•End Day*: Type the date or click the Calendar icon to select the day you would like the individual cumulative limit to end.
Note: The end date defaults to Dec 9999.
•Sask #*: Type partial or full number of producer, and then use the scroll bar to move up or down to find and select the desired producer.
•Days Upper Limit*: Type the maximum number of days for a producer's cumulative position.
•Days Lower Limit*: Type the minimum number of days for a producer's cumulative position.
3)Click Save. The individual limit details display on the Individual Limit Maintenance page.
– or –
Click Cancel to return to the Individual Limit Maintenance page without saving changes.
Updating an individual limit
To edit or update an individual limit from the Individual Limit Maintenance page:
1)Click the Edit icon to open the Update Limit Maintenance page.
2)Update the individual limit details as needed (see Adding a new individual limit for more information of the individual fields).
3)Click Save. The individual limit is updated and the details display on the Individual Limit Maintenance page.
– or –
Click Cancel to return to the Individual Limit Maintenance page without saving changes.
Removing an individual limit
To remove or delete an individual limit from the Individual Limit Maintenance page:
1)Click Remove icon of the individual limit you wish to remove.
2)Click OK to confirm you want to delete this item. The individual limit and its detailed information are deleted from the Individual Limit Maintenance page.
Note: You can only delete an individual limit if its start date is in the current period or a future period.