Delete a Hedge Position Valuation or Settlement

A hedge action valuation or settlement can only be deleted if it is unlocked.

Valuations and settlements created by a hedge revaluation can only be deleted by clearing the hedge revaluation. See Hedge Revaluation.

Security Note: You need the Allow the user to maintain hedge actions security right in the Accounting user group security rights group for this activity.

Activity Steps

  1. Open the Hedging Explorer.
  2. Select the Hedge Actions tab.
  3. Find the required hedge position. See Find Hedge Positions.
  4. Select (that is, highlight) the hedge position in the Hedge Actions table.
  5. Select the Valuations sub-tab.
  6. Unlock the hedge position valuation or settlement. See Unlock a Hedge Position Valuation or Settlement.
  7. Right-click the valuation or settlement and select Delete from the menu.
  8. Click Save.