Create a Hedge Action Group

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 Action Groups tab.
3. Right-click in the Hedge Action Groups table and select New from the menu.
4. Update the following fields as required.
   • Name—Name of the hedge action group, also displayed as the Group Reference on the Hedge Actions tab of the Hedging Explorer.
   • Group Date
   • Market—Optional market to which to limit the hedge action group. If specified, hedge positions in the hedge action group must be for the same market. This field is read-only if any hedge positions have been added to the hedge action group.
   • Commodity—Optional commodity to which to limit the hedge action group. If specified, hedge positions in the hedge action group must be for the same commodity. This field is read-only if any hedge positions have been added to the hedge action group.
   • Comment
5. To delete a hedge action group:
   1. Right-click each hedge position in the Hedge Actions table and select Remove from the menu.
   2. Right-click the group in the Hedge Action Groups table and select Delete from the menu.
6. Click Save.