Recalculate a Hedge Position Valuation or Settlement

A hedge position valuation or settlement can only be recalculated if it is unlocked.

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 Recalculate from the menu.
  8. Click Save.