Carry Hedge Positions Forward or Back via the Commodity Exposure Report
See Carrying Forward or Back for an explanation and examples.
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
- Open the Commodity Exposure report.
- Search for exposure for a company across a date range. See View Commodity Exposure.
- Right-click the exposure of the QP and select Carry Forward Or Back from the menu.
The Carry Forward Carry Back screen displays.
- See Carry Hedge Positions Forward or Back for further steps.
Note: The new swaps contracts must be locked to affect the exposure displayed in the commodity exposure report. See Lock Hedge Positions.