View or Change Hedge Position Status

This activity is only applicable if the FX Hedge Futures, FX Hedge Spread, FX Hedge Swaps, Hedge Options, Hedge Futures, Hedge Spread or Hedge Swaps status definition has been configured. See Status Definitions.

Security Note: Assuming you can view the hedge position, no specific security right is required to view its status history. To change the status, you need the following security rights:
• Allow the user to maintain hedge actions in the Accounting user group security rights group
• The specific hedging status transition as an allowed status transition
Status link configuration may require that only different users can change consecutive statuses, or that the user who changes the status cannot be the user who last modified the hedge position.

Activity Steps

1. Open the Hedging Explorer.
2. Search for and select the hedge position(s).

   Note: You can check Selected next to multiple hedge positions that have the same current status and contract type to change their status together.

3. Select the Status History tab.
4. If a full Comment is not visible, hover the mouse pointer over the field to display the comment as a tooltip.
5. To change the status:
   1. Right-click the selected hedge position(s) and select Set Status To and the required status from the menu.

      Note: If the Editable property of the new status is not checked:
      • The hedge position details are read-only.
      • The hedge position cannot be carried forward.

      Note: If the Selectable property of the new status is not checked:
      • The hedge position cannot be locked, settled or executed.
      • Settlements for the hedge position cannot be recalculated.
      • The hedge position is not included in hedging summaries.
      • Despatch orders and quotas cannot be allocated to the hedge position for a physical commodity.
      • Invoice instalments cannot be allocated to the FX hedge position for a currency commodity.

   2. Enter a Comment if required.
   3. Update the Applicable Status Start Date if required.

      Note: Ensure that the selected date does not change the sequence of statuses within the status history. You can only edit the date of the initial status if you have permission to create the hedge position. You can only edit the date of a non-initial status if you have permission to transition the hedge position to that status.

6. To delete a status, right-click the status and select Delete from the menu.

   Note: You can only delete a status if it is the current status and if you have permission to transition the hedge position to that status.

7. Click Save.