Certificate Template

In the Commodity Forward trade worksheet you can enter details with the certificate, such as the Storage Date, Maturity Date, Grade of the commodity (for storage-based commodities), Handling Fee, and select the Future Delivery Set. These attributes are used to calculate the NPV and the Price of the forward itself. From Calypso Navigator, choose Trade > Commodities > Forward (trading.TradeCommodityForwardWindow).

If you want to add additional attributes to the certificates, then build a template to store the details of the certificate. You can select the template in the Commodity Forward trade worksheet in the Details panel.

 

From Calypso Navigator, choose Configuration > Commodities > Certificate Template (refdata.template.PropertyTemplateBuilder).

Step 1 - Click New in the bottom of the window to start a new template.

 

Step 2 - Enter a Name for the template and select the property template type.

 

Step 3 - Click to add a new attribute.

 

Step 4 - Enter the attribute details in the input fields and click Save to add the attribute to the table on the left.

 

Step 5 - Set the order that the attributes appear in the template. Select an attribute and click to add it to the order list on the right.

 

Step 6 - You can edit the attributes. Select an attribute in the table on the left, and click to edit the attribute.

 

Step 7 - Click Save in the bottom of the window to save the template.