Setting up and using Date Shortcuts for deal entry

Setting up and using Date Shortcuts for deal entry

Expert articles on a wide range of topics​

by Israr Ahmed

 

 

Date Shortcut Use

Date Shortcuts allows easier deal entry for common delivery periods. For example if you wanted to book a Summer 16 trade , instead of typing in Start Date = 1st April 2016 , End Date = 30th Sept 2016 , the Date Shortcuts allows you to type in Sum16 into the Start Date field and it will correctly fill in the Start Date and the End Date.

This allows trade entries for delivery periods much easier and intuitive.

 

Date Shortcut Setup

The Date Shortcuts are setup in Admin Manager à Static Data à Date Shortcuts

The Date Sequence table can handle both symbolic dates as well as specific absolute dates. Using both makes this a very flexible piece of functionality.

Symbolic dates

Symbolic Date Start Date End Date
DA 1d 0d
MA 1fom 1lom
WD 0d 0d
BOW 1d 1fri
BOM 1d 1lom

 

Specific dates

Symbolic Date Start Date End Date
Cal14

01-Jan-14

31-Dec-14

Cal15

01-Jan-15

31-Dec-15

Cal16

01-Jan-16

31-Dec-16

Cal17

01-Jan-17

31-Dec-17

Cal18

01-Jan-18

31-Dec-18

Cal19

01-Jan-19

31-Dec-19

Cal20

01-Jan-20

31-Dec-20

Cal21

01-Jan-21

31-Dec-21

Cal22

01-Jan-22

31-Dec-22

Cal23

01-Jan-23

31-Dec-23

Cal24

01-Jan-24

31-Dec-24

Cal25

01-Jan-25

31-Dec-25

Cal26

01-Jan-26

31-Dec-26

Cal27

01-Jan-27

31-Dec-27

Cal28

01-Jan-28

31-Dec-28

Cal29

01-Jan-29

31-Dec-29

Cal30

01-Jan-30

31-Dec-30

Cal31

01-Jan-31

31-Dec-31

GY13

01-Oct-13

30-Sep-14

GY14

01-Oct-14

30-Sep-15

GY15

01-Oct-15

30-Sep-16

GY16

01-Oct-16

30-Sep-17

GY17

01-Oct-17

30-Sep-18

GY18

01-Oct-18

30-Sep-19

GY19

01-Oct-19

30-Sep-20

GY20

01-Oct-20

30-Sep-21

GY21

01-Oct-21

30-Sep-22

GY22

01-Oct-22

30-Sep-23

GY23

01-Oct-23

30-Sep-24

GY24

01-Oct-24

30-Sep-25

GY25

01-Oct-25

30-Sep-26

GY26

01-Oct-26

30-Sep-27

GY27

01-Oct-27

30-Sep-28

GY28

01-Oct-28

30-Sep-29

Q114

01-Jan-14

31-Mar-14

Q115

01-Jan-15

31-Mar-15

Q116

01-Jan-16

31-Mar-16

Q117

01-Jan-17

31-Mar-17

Q118

01-Jan-18

31-Mar-18

Q119

01-Jan-19

31-Mar-19

Q120

01-Jan-20

31-Mar-20

Q121

01-Jan-21

31-Mar-21

Q122

01-Jan-22

31-Mar-22

Q123

01-Jan-23

31-Mar-23

Q214

01-Apr-14

30-Jun-14

Q215

01-Apr-15

30-Jun-15

Q216

01-Apr-16

30-Jun-16

Q217

01-Apr-17

30-Jun-17

Q218

01-Apr-18

30-Jun-18

Q219

01-Apr-19

30-Jun-19

Q220

01-Apr-20

30-Jun-20

Q221

01-Apr-21

30-Jun-21

Q222

01-Apr-22

30-Jun-22

Q223

01-Apr-23

30-Jun-23

Q314

01-Jul-14

30-Sep-14

Q315

01-Jul-15

30-Sep-15

Q316

01-Jul-16

30-Sep-16

Q317

01-Jul-17

30-Sep-17

Q318

01-Jul-18

30-Sep-18

Q319

01-Jul-19

30-Sep-19

Q320

01-Jul-20

30-Sep-20

Q321

01-Jul-21

30-Sep-21

Q322

01-Jul-22

30-Sep-22

Q323

01-Jul-23

30-Sep-23

Q414

01-Oct-14

31-Dec-14

Q415

01-Oct-15

31-Dec-15

Q416

01-Oct-16

31-Dec-16

Q417

01-Oct-17

31-Dec-17

Q418

01-Oct-18

31-Dec-18

Q419

01-Oct-19

31-Dec-19

Q420

01-Oct-20

31-Dec-20

Q421

01-Oct-21

31-Dec-21

Q422

01-Oct-22

31-Dec-22

Q423

01-Oct-23

31-Dec-23

Sum14

01-Apr-14

30-Sep-14

Sum15

01-Apr-15

30-Sep-15

Sum16

01-Apr-16

30-Sep-16

Sum17

01-Apr-17

30-Sep-17

Sum18

01-Apr-18

30-Sep-18

Sum19

01-Apr-19

30-Sep-19

Sum20

01-Apr-20

30-Sep-20

Sum21

01-Apr-21

30-Sep-21

Sum22

01-Apr-22

30-Sep-22

Sum23

01-Apr-23

30-Sep-23

Win14

01-Oct-14

31-Mar-15

Win15

01-Oct-15

31-Mar-16

Win16

01-Oct-16

31-Mar-17

Win17

01-Oct-17

31-Mar-18

Win18

01-Oct-18

31-Mar-19

Win19

01-Oct-19

31-Mar-20

Win20

01-Oct-20

31-Mar-21

Win21

01-Oct-21

31-Mar-22

Win22

01-Oct-22

31-Mar-23

Win23

01-Oct-23

31-Mar-24

 


 
 

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