My Orders

The My Orders window is essentially a “local” book that lists your current live postings as well as any positions that you have created in the past.  The window is split between these two sections:  Active Postings and Inactive Postings.  You can actually withdraw, create, and delete positions from this window as well.

 

 

Define Status Terms

 

The My Orders window has a column titled Status that lists the classification of a particular position:

 

A:  Active:  This particular position is currently listed on the Market window.

 

W:  Withdrawn:  This particular position was on the live Market window, but was removed by you from it.  Even though the position was withdrawn from the Market window, it was saved in the Inactive Postings section of the My Orders window.

 

T:  Template:  This particular position was created in the Create Bid, Create Offer, or Create Posting as a template for easy posting to the live Market screen.

 

X:  Lost Connection:  This particular position was an active position in the live market when you lost network connectivity with Chalkboard for over 30 seconds.  Your active position will be withdrawn from the market and placed in your My Orders Inactive positions section with an ‘X’.  When you are able to log back into Chalkboard, you can quickly repost your positions.

 

N: Under Negotiation:  This particular position is an active position that you own and it is under negotiation.

 

 

 

 

Withdraw Active Positions

 

As discussed earlier, you can withdraw a live position directly from the Market window.  However, you can also withdraw a live market position from the My Orders window.

 

What

How

 

Open the My Orders window

 

 

Click on the My Orders menu option on the Market window

 

 

Withdraw an active position

 

 

  1. Click on the small box to the right of the position you wish to withdraw from the Market window

  2. Click on the Withdraw button

 

 

 

Please Note:  The withdrawn position was transferred to the Inactive Postings section of the My Orders window.

 

 

Delete Active Positions

 

There are two ways you can delete an active position from the Market window.  You can delete a position permanently straight from the Market window or from the My Orders window.

 

What

How

 

Delete a position from the Market window

 

 

Click on the Delete Mine menu option on the Market window

 

 

Open the My Orders window

 

 

Click on the My Orders menu option on the Market window

 

 

Delete an active position

 

 

  1. Click on the small box to the right of the position you wish to delete from the Market window

  2. Click on the Delete button

 

 

 

Activate Inactive Positions

 

You can activate any positions listed in the Inactive Postings section of the My Orders window and quickly post it to the Market window.

 

What

How

 

Open the My Orders window

 

 

Click on the My Orders menu option on the Market window

 

 

Modify ONE inactive position

 

 

  1. Click on the small box to the right of the position you wish to activate

  2. Click on the Modify button

  3. The Create a Bid/Offer Posting window opens and allows you to change any of the details of the position

 

 

Modify Price, Volume and/or Comments directly on My Orders

 

 

With the My Orders window open,

  1. Click on either the Price, Volume or Comments area on the right

  2. An entry field will be displayed to change the value

  3. If you wish to change the Price only,  you can use the spinner control to increase or decrease your price

 

 

Post a bid or offer to the Market window

 

 

Once the Create Bid or Create Offer window is completely filled out:

  1. Click on the Post button on the window to release the bid or offer to the Market window

 

 

Verify your bid or offer before releasing to the live market

 

 

  1. A Confirm Posting window will appear before you can release the position to the Market window

  2. If the position is correct, simply click on the Confirm button

 

 

Post an inactive position to the Market window

 

 

If you do not wish to modify and inactive position before posting it to the live market,

  1. Click on the small box to the right of the positions you wish to activate

  2. Click on the Post button

 

 

Verify an inactive position before posting to the live market

 

 

  1. A Confirm Posting window will appear with a list of all the positions selected before you can release the position to the Market window

  2. If the positions are correct, simply click on the Confirm button

 

 

 

Delete Inactive Postings

 

What

How

 

Open the My Orders window

 

 

Click on the My Orders menu option on the Market window

 

 

Delete an inactive position

 

 

  1. Click on the small box to the right of the position you wish to delete from the My Orders window

  2. Click on the Delete button

 

 

 

Create Template for the My Orders Window

 

A template is essentially an order that remains in your My Orders window for you to post quickly and regularly.  The template order will eliminate the task of creating a position for a deal you post often.

 

What

How

 

Open the Create Bid or Create Offer window

 

 

Click on the Create Bid or Create Offer menu option on the Market window

 

 

Create a bid or offer as a template

 

 

When the Create Bid or Create Offer window is open:

  1. Click in the radio button for the  Transaction type (Physical only) you wish

  2. Click the radio button for the linked Product and Location you wish

  3. Click the radio button for the Term you wish

  4. The Product, Location and Term have all been automatically updated below the Quick Pick box

  5. Continue creating a bid or offer by entering or using the drop down menu to choose the Index, Price, P-UOM, Volume, V-UOM, Comments (if necessary) and Time Duration

  6. Click in the small box to the right of Save as a Template button at the bottom

  7. If you wish to create the Template, in addition to Posting the order, click Post & Template button

 

 

Post a bid or offer as a template to the Market and My Orders windows

 

 

Once the Create Bid or Create Offer window is completely filled out:

  1. Click on the Post button on the window to release the bid or offer to the My Orders and Market window

 

 

Verify a template position before posting to the live market and My Orders

window

 

 

  1. A Confirm Posting window will appear before you can release the position to the Market window and the inactive postings section of the My Order window

  2. If the position is correct, simply click on the Confirm button