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  • Update Quotation Option (FINA120 - SIGAFIN)

Update of quotations allows that the quotation amounts are updated daily, thus, storing a history of the values of the quotas in the bank contract.

This option updates the Quota File (SE0), to be used when calculating the yield of the financial investments by quotas

Through the variation of the quota can be viewed, allowing a graphical analysis of its performance.


Important:

We suggest daily maintenances in this file for updated position of the investment that updates the present bank contract.

 


Procedures

To use the  Update Quotation: 

1. Select the bank contract and Update Quotation.

The system displays a window to update the quotas.

2. Enter the date and quota amount.

3. Check the information and confirm.