The Individual Monthly Limit Maintenance page provides ability to set the positive and negative cumulative position monthly movement limits for an individual producers (overrides global limits).
Adding a new individual monthly limit
To add a new individual monthly limit from the Individual Monthly Limit Maintenance page:
1)Click Add New to open the Add Monthly 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 a producer's cumulative position can increase in a month.
•Days Lower Limit*: Type the minimum number of days a producer's cumulative position can decrease in a month.
•Lost Opportunity Override: Select the check box if the producer does not incur lost opportunity penalties during this monthly limit maintenance period.
3)Click Save. The individual monthly limit details display on the Individual Monthly Limit Maintenance page.
– or –
Click Cancel to return to the Individual Monthly Limit Maintenance page without saving changes.
Updating an individual monthly limit
To edit or update an individual monthly limit from the Individual Monthly Limit Maintenance page:
1)Click the Edit icon to open the Update Monthly Limit Maintenance page.
2)Update the individual monthly limit details as needed (see Adding a new individual monthly limit for more information of the individual fields).
3)Click Save. The individual monthly limit is updated and the details display on the Individual Monthly Limit Maintenance page.
– or –
Click Cancel to return to the Individual Monthly Limit Maintenance page without saving changes.
Removing an individual monthly limit
To remove or delete an individual monthly limit from the Individual Monthly Limit Maintenance page:
1)Click Remove icon of the individual monthly limit you wish to remove.
2)Click OK to confirm you want to delete this item. The individual monthly limit and its detailed information are deleted from the Individual Monthly Limit Maintenance page.
Note: You can only delete an individual monthly limit if its start date is in the current period or a future period.