Transfer a Quick Quotation to the Simulated Portfolio

1. Contact your Finance Active consultant to:
   • Enable the Quick Quotation module
2. Simulate Quick Quotations

At least one entity must be associated with the organization to perform a quick quotation on that entity. For further information, see Associate Entities to an Organization.

Only users allowed to manage entities can save quick quotations. For further information, see Manage Organizational Permissions for a User.

1. Log in to your Fairways Debt account and select a customer account, if relevant.
2. Navigate to Applications  > Debt & Derivatives > Portfolio.
3. Click Quick Quotation.

In this example, we log in to the Main City account.

1. Simulate a quotation.
2. From the quotation results window, click the option  on the relevant quotation line to display the corresponding details.
3. Click Save on the quotation details window.

   Notes:
   A quotation defined with a revisable rate type cannot be saved.
   Only users allowed to manage the entity can save quick quotations on that entity. For further information, see Manage Organizational Permissions for a User.

4. Complete the form with all relevant details on the new simulation window.

Note: Fields marked with an asterisk * are mandatory.

5. If needed, select the option to be redirected to the transaction details on the Simulated portfolio upon application of this form. Otherwise, you will go back to the previous quotation details window.
6. Click Apply.

The Simulation is then transferred to the Simulated Portfolio.