Setting Pricing to Never Expire

Follow the steps below to set pricing to never expire.

On the Pricing Status Controls screen:

  1. Set your Pricing Activation to Scheduled (Every Business Day) at 12:00 a.m.
  2. Set your Pricing Expiration to Scheduled (Next Day) OR Investor Product Suspends Pricing at 11:59 p.m.

The screen below reflects the example used in the steps above. With these parameters in place, your pricing will activate immediately following the expiration of the previous day’s pricing, effectively always keeping your pricing active.

Note that for Historical Pricing, you will need to expire pricing and then upload the flat file each day for historical pricing to send the correct rate sheet timestamp. Also if the flat file is not uploaded for extended amounts of times, it can cause a lapse of historical pricing.

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