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Portfolio Manager Help
Configure Recourse Options
Use the Recourse tab on the Options window to specify how Portfolio Manager processes pending, approved, requested, and denied recourses for putbacks and buybacks.
To configure recourse options
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In the menu bar, click Tools > Options.
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Click the Recourse tab.
Allow modification of Recourse Type from Buyer: If selected, allows you to specify a buyback ledger type. If cleared, the default buyback ledger type applies to all buyer recourse entries.
Allow modification of Recourse Type to Seller: If selected, allows you to specify a putback ledger type. If cleared, the default putback ledger type applies to all seller recourse entries.
Move to Desk: If selected, specify the desk to assign to the accounts when the corresponding action occurs.
Change Status: If selected, specify the status to assign to the accounts when the corresponding action occurs.
Move to Qlevel: If selected, specify the queue level to assign to the accounts when the corresponding action occurs.
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On the Putbacks tab, complete the information and then click the BuyBacks tab.
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On the BuyBacks tab, complete the information and then click OK.