Upload
others
View
4
Download
0
Embed Size (px)
Citation preview
PRISMAs Integrated Secondary
Functionality 18 February 2014
18/02/2014 | Chart 2
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 3
Introduction to the new secondary functionality Before, shippers had to use several platforms for secondary trading…
Capsquare PRISMA primary PRISMA
secondary
Shipper 1 Shipper 2
18/02/2014 | Chart 4
Introduction to the new secondary functionality In January 2014, the new integrated secondary functionality was
launched at PRISMA…
PRISMA Platform
Supporting
processes Auctions FCFS Surrender
Secondary functionalities were integrated as a separate module into the PRISMA platform
and will step by step replace the currently existing secondary platforms
Secondary functionalities were integrated seamlessly in the existing platform
Supporting processes like registration, grid point master data etc. are used by all functionalities
1
2
2
Secondary
1
18/02/2014 | Chart 5
Introduction to the new secondary functionality Overview of the functionalities of the PRISMA platform
PRISMA Platform
Shipper registration
FCFS Bookings
Overview of grid points
Secondary capacity Primary capacity
Auctions
Display of contract positions
Capacity Bundling, Upgrade, Surrender
Shippers can create Trade Proposals
Credit Limits
Balancing
groups and
portfolios
OTC
(bilateral)
Call for Orders
FCFS
18/02/2014 | Chart 6
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 7
Basic Principles Platform Roles
Guest (unregistered)
Everyone – no registration and login is required. Guests can look at all publicly
available information.
Shipper User
Shipper role with the right to trade capacities with the TSOs and other shippers. A
shipper can have multiple users. All users can be authorised for both primary and
secondary capacity trading.
TSO User
Role for performing non-configurative tasks for the TSOs like
activating/deactivating shippers. May use the secondary market to acquire
capacity on the TSOs own grid points.
TSO Admin
Admin role for the configuration of TSO specific values and the management of
documents. May use (as well as the TSO user) the secondary market to acquire
capacity on the TSOs own grid points.
18/02/2014 | Chart 8
In order to trade on the secondary market of the
PRISMA platform NO separate registration is required
if you are already registered to PRISMA.
Some TSOs may, however, require additional documents from already
registered shippers.
New shippers registering on the PRISMA platform will automatically receive
all application documents for primary and secondary trading. After successful
evaluation of the application documents the TSOs will activate the shipper for
primary and/or secondary trading.
If you were only registered to the old PRISMA secondary or to capsquare you
will need to register to the PRISMA platform.
Basic Principles Registration – Access to secondary capacity trading
18/02/2014 | Chart 9
Basic Principles Registration – Viewing a shippers’ secondary market access
The status of a shippers’ activation in the primary and secondary market can be
viewed under “MY PRISMA” “Account Maintenance” “Status”.
Displays a shippers’ status information for the primary and secondary market access
18/02/2014 | Chart 10
Contract Duration
Capacity Categories
Transaction Types
Trading Times
Anonymity
The contract period of each trade proposal can be defined
individually by the shipper
Firm and interruptible capacity of all categories supported by
the respective TSO can be traded on the secondary market
Capacity assignment & transfer of use are supported by
PRISMA; TSO’s can configure which transaction types are
allowed to be traded at the corresponding points
Secondary products can be traded 24/7 on the platform
Lead time of the respective TSO must to be considered when
trade proposal expiry date is set by the shipper
All non-OTC trading procedures are anonymous until the deal
is concluded; only then are the parties are revealed to each
other
The counterparties may remain completely anonymous during
the entire contract lifecycle if supported by the TSO
(only possible for capacity assignments, with a price of € 0,00)
Basic Principles Basic Features 1/2
18/02/2014 | Chart 11
Prices
Bundling
Product Settings
Prices (shipper to shipper) are entered in ct/kWh/h
Negative prices are allowed, i.e. the selling shipper could pay
the buying shipper for taking over capacity
For a capacity assignment, the field “Price” means the amount
of money the counterparty has to pay to the initiating shipper
(regulated tariff and surcharge will have to be paid directly to
the TSO by the new counterparty and go on top of the price)
For a transfer of use, the field “Price” means the full amount of
money the counterparty has to pay to the initiating shipper (
including the regulated tariff and possible surcharge; no
further money will be paid to the TSO)
Unbundled entry & exit products at the same point can be sold
as a bundle if supported by the TSO
The shipper placing the trade proposal can indicate whether it
is allowed to buy/sell only a part of the offered/requested
amount or period. Additionally, a minimum amount or period
per trade can be set.
Basic Principles Basic Features 2/2
18/02/2014 | Chart 12
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 13
The overview of all trade proposals can be found in the section „Proposals”
Secondary Trading Overview Overview of Trade Proposals
Search for trade proposals according to certain criteria
View the details of a selected trade proposal
The overview can be sorted using different viewing options
18/02/2014 | Chart 14
The symbol legend gives a registered user personalised information on the respective
trade proposal, e.g. whether the proposal is open to the user due to pre-set conditions
of the counterparty.
Secondary Trading Overview Overview of Trade Proposals
The legend of personalised information can be found at the bottom of the proposals page.
18/02/2014 | Chart 15
Secondary trading is possible at this network point.
You have already responded to the proposal.
This proposal was created by you.
You cannot respond to the proposal because the TSO activation is missing or
you have not been authorised by the TSO to trade on the secondary market.
You cannot respond to the proposal because you are not on the shippers
trader list.
Secondary Trading Overview Secondary Trading symbols
18/02/2014 | Chart 16
Secondary Trading Overview Details of secondary trade proposals
The master data browser contains all the trade proposals with detailed capacity
information. These are for example:
Trading procedure (FCFS, CFO, OTC)
Proposal Type (proposal to sell or to buy capacity)
Transaction Type (assignment or transfer of use)
TSO
Name of the network point
Price of the capacity
(if entered also the price for the underlying primary capacity is shown)
Entry or exit
Expiration date of the trade proposal
(the date until which OTC and FCFS trade proposals are open for responses)
Closure of the submission window
(the date and time until which a CFO trade proposal is open for responses)
18/02/2014 | Chart 17
Secondary Trading Overview Details of secondary trade proposals
It is displayed how many trades have already been concluded for the respective proposal.
When you select a trade proposal all details of the trade proposal are displayed.
In the details you can also view how many trades have already been concluded.
18/02/2014 | Chart 18
The overview of all individual responses to a placed trade proposal can be found in the
section „Trades”
Secondary Trading Overview Overview of Trades
Search for trades according to certain criteria
View the details of a selected trade
The overview can be sorted using different viewing options
18/02/2014 | Chart 19
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 20
There are two types of trade proposals:
Proposal to sell capacity:
A shipper holds capacity that they want to sell on the secondary market
Shippers in the market can place requests to buy capacity from the shipper who
placed the trade proposal
Proposal to buy capacity:
A shipper is looking for capacity on the secondary market
Shippers in the market can place capacity offers to the shipper who placed the
trade proposal
Secondary Trading Procedures Basic Definitions
Term Definition
Trade Proposal A Trade Proposal is a proposal of a shipper to either buy or sell capacity on the secondary
market
Request A Request is a response of a potential Buyer on a Trade Proposal, where the Trade Proposal
creator is proposing to sell capacity
Offer An Offer is a response of a potential Seller on a Trade Proposal, where the Trade Proposal
creator is proposing to buy capacity
18/02/2014 | Chart 21
Definition:
One of both Shippers creates Trade Proposal and states the counterparty.
The shippers agree on a capacity trade in advance (bilaterally outside of the
platform), registration, confirmation and validation is done on the PRISMA platform.
Price and conditions of the trade are agreed upon by the parties in advance.
Counterparty is notified as soon as the Trade Proposal has been submitted and
validated.
Counterparty can respond to the Trade Proposal, the Request/Offer is considered as
the confirmation of the counterparty.
Rules that apply for OTC deals:
The counterparty that accepts or rejects the deal cannot change the price
The vendor can also send the OTC request to several parties
Secondary Trading Procedures Over the Counter (OTC)
Initiated by Selling Shipper Initiated by Buying Shipper
OTC
•Offline negotiation on price & conditions
•Selling Shipper registers transaction
•Buying Shipper only confirms
•Offline negotiation on price & conditions
•Buying Shipper registers transaction
•Selling Shipper only confirms
18/02/2014 | Chart 22
OTC Process Chart
Secondary Trading Procedures
Initia
tin
g
Ship
per
Re
sp
on
din
g
Ship
per
Pla
tfo
rm
TS
O*
* 2 TSOs for bundled products
Publish trade
Receive
trade
confirmation
Receive
trade
confirmation
Receive
trade
confirmation
Confirm
trade
Activity on the platform
Create trade
proposal
Validate
trade
proposal
Receive
trade
proposal
Accept trade
Create trade
proposal
Validate
proposal
Place a
response
Create
trade
Validate
trade
Confirm
trade
Publish
trade
Validate
trade
Create trade Validate
trade
Activity is not on the platform
18/02/2014 | Chart 23
Definition:
Procedure initiated by party who creates a Trade Proposal, either a proposal to buy or
a proposal to sell capacity.
The price of the proposal to buy or sell is considered as the fixed price the buyer/seller
is willing to pay/sell for.
If a Shipper wants to respond to a proposal to sell, he creates a Request.
If a Shipper wants to respond to a proposal to buy, he creates a Offer.
Once the Request or Offer was submitted, it is automatically accepted
FCFS proposals are anonymous until the deal has been confirmed
Secondary Trading Procedures First Come First Served (FCFS)
Initiated by Selling Shipper Initiated by Buying Shipper
FCFS
•Binding offer by Selling Shipper
at fixed price
•Countered with (partial) Response by
Buying Shipper
•Binding request by Buying Shipper
at fixed price
•Countered with (partial) Response by
Selling Shipper
18/02/2014 | Chart 24
FCFS Process Chart
Secondary Trading Procedures
Initia
tin
g
Ship
per
Re
sp
on
din
g
Ship
per
Pla
tfo
rm
TS
O*
Publish trade
Receive
trade
confirmation
Receive
trade
confirmation
Receive
trade
confirmation
Confirm
trade
Create trade
proposal
Validate
trade
proposal
Receive
trade
proposal
Create a
response
Create trade
proposal
Validate
proposal
Place a
response
Create
trade
Validate
trade
Confirm
trade
Publish
trade
Validate
trade
Create trade Validate
trade
Publish trade
proposal
* 2 TSOs for bundled products Activity on the platform Activity is not on the platform
18/02/2014 | Chart 25
Definition:
Procedure initiated by party who creates a Trade Proposal, either a proposal to buy or proposal to sell
capacity.
The price of the proposal to buy/sell is considered as the max./min. the buyer/seller is willing to pay/sell
for.
If a Shipper wants to respond to a proposal to sell, he creates a Request .
If a Shipper wants to respond to a proposal to buy, he creates a Offer.
The party who created the Trade Proposal can wait for more Requests or Offers to come.
The party who created the Trade Proposal can select the Requests or Offers he accepts from all received
Requests or Offers.
CFO proposals are anonymous until the trade has been confirmed, i.e. is purely based on capacity
facts; this implies that the trade cannot be negotiated.
Rules that apply to Call for Orders:
When placing a request, the buyer can set a maximum price he is willing to pay.
When placing an offer, the vendor can set a minimum price he is willing to accept.
Both the buyer and the vendor have to set the maximum amount of capacity that they request/offer.
Secondary Trading Procedures Call for Orders (CFO)
Initiated by Selling Shipper Initiated by Buying Shipper
Call for
Orders
• CFO started by Selling Shipper
• Buying Shipper proposes (partial)
Response & price
• Response evaluation by Selling Shipper
• CFO started by Buying Shipper
• Buying Shipper proposes (partial) Response &
price
• Response evaluation by Buying Shipper
18/02/2014 | Chart 26
CFO Process Chart
Secondary Trading Procedures
Initia
tin
g
Ship
per
Re
sp
on
din
g
Ship
per
Pla
tfo
rm
TS
O*
Publish trade
Receive
trade
confirmation
Receive
trade
confirmation
Receive
trade
confirmation
Confirm
trade
Create trade
proposal
Validate
trade
proposal
Receive
trade
proposal
Create a
response
Create trade
proposal
Validate
proposal
Place a
response
Create
trade
Validate
trade
Confirm
trade
Publish
trade
Validate
trade
Create trade Validate
trade
Accept
response
Publish trade
proposal
* 2 TSOs for bundled products Activity on the platform Activity is not on the platform
18/02/2014 | Chart 27
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 28
To start creating a trade proposal simply go to the “Proposals” overview and click on
the “Create” Button
From there the platform will take you through various steps to place your trade
proposal on the secondary market
How to place a proposal to buy or sell capacity First steps
Click here to create a trade proposal for the secondary market
18/02/2014 | Chart 29
How to place a proposal to sell capacity Step 1 – Selecting your trade proposal type
Select whether you would like to buy or sell capacity
18/02/2014 | Chart 30
How to place a proposal to sell capacity
Step 2 – Defining the capacity information (1/3)
Select whether you would like to trade an unbundled/bundled deal or whether you want to create a bundled trade proposal out of two unbundled deals
18/02/2014 | Chart 31
If the options “primary deal”, “ secondary deal” or “external deal” are selected, the capacity
information is automatically prefilled form the platform; select “manual” if you would like to
enter the capacity information yourself
How to place a proposal to sell capacity Step 2 – Defining the capacity information (2/3)
Select whether you would like to create the trade proposal from a
primary or secondary deal concluded on the platform,
an external deal (information needs to have been uploaded by the TSO),
or if you would like to manually enter the capacity information
18/02/2014 | Chart 32
How to place a proposal to sell capacity Step 2 – Defining the capacity information (3/3)
Select the deal ID of the underlying primary deal or enter the information manually (if selected)
18/02/2014 | Chart 33
Test TSO
Step 1 and 2 are the same for all trade proposals
In Step 3, where you decide which trading procedure you would like to use the required
information slightly varies depending on the selected trading procedure.
How to place a proposal to sell capacity Step 3 – Selecting the trading procedure
Select your desired trading procedure
18/02/2014 | Chart 34
How to place a proposal to sell capacity
Step 3 – Selecting the transaction type
Select your desired transaction type
18/02/2014 | Chart 35
If supported by the respective TSO, it is possible to remain completely anonymous
throughout the whole trading process (only applicable for FCFS & CFO)
How to place a proposal to sell capacity Step 3 – Selecting the transaction type
FCFS
18/02/2014 | Chart 36
In an OTC procedure you can select from a list of shippers who have agreed to be
published on the platform
The email address of the respective counterparty can be entered manually
If several email addresses of the counterparty shipper need to be entered, enter them
after one another separated by a semicolon ( ; )
How to place a proposal to sell capacity Entering information in an OTC procedure
Select your desired counterparty
Enter the email address of the counterparty
Test TSO
18/02/2014 | Chart 37
How to place a proposal to sell capacity Entering information in an OTC procedure
Enter the capacity information for your offer
Set the date until which you would like to receive responses to your offer
18/02/2014 | Chart 38
For FCFS there is additional information to be entered:
How to place a proposal to sell capacity Entering information in an FCFS procedure
Define the minimum contract runtime for possible responses to your trade proposal
Define the minimum amount for possible responses to your trade proposal
18/02/2014 | Chart 39
How to place a proposal to sell capacity Entering information in an CFO procedure
In case of a bundled point you can find the respective bundle information in two separate columns
Define the closure time of the submission window. You can set a later expiration date for the trade proposal in order to have time to evaluate the responses.
18/02/2014 | Chart 40
FCFS
How to place a proposal to sell capacity Step 4 – Selecting a trader list and trading conditions
You may select a prepared trader list for your offer (only for FCFS and CFO)
You may attach trading conditions to the offer
18/02/2014 | Chart 41
Before submitting your offer you need to check the data of your trade proposal in this final
step
How to place a proposal to sell capacity Step 5 – Check your data and submit the trade proposal
You can decide whether you would only like to save your proposal to publish it late or if you would like to publish it to the market right away
18/02/2014 | Chart 42
If you previously only prepared and saved your proposal you can submit the proposal “
From the “proposal overview”.
You also have the possibility to make changes to your prepared proposal in this step.
How to place a proposal to sell capacity
Optional: Submitting your proposal to sell at a later stage
18/02/2014 | Chart 43
To start creating a trade proposal simply go to the “Proposals” overview and click on
the “Create” Button
From there the platform will take you through various steps to place your trade
proposal on the secondary market
How to place a proposal to buy First steps
Click here to create a trade proposal for the secondary market
18/02/2014 | Chart 44
How to place a proposal to buy capacity Step 1 – Selecting your trade proposal type
Select whether you would like to buy or sell capacity
18/02/2014 | Chart 45
Step 2.1: Select a TSO
How to place a proposal to buy capacity Step 2 – Defining the trade proposal
You can select the TSO from a list in the drop down menu
18/02/2014 | Chart 46
How to place a proposal to buy capacity Step 2 – Selecting the network point
Select a network point from the list. The points marked in blue are available for secondary trading
Search for a specific network point
18/02/2014 | Chart 47
How to place a proposal to buy capacity Step 3 – Select trading procedure and transaction type
Select your desired trading procedure
Select your desired transaction type
Select your desired trading procedure
18/02/2014 | Chart 48
If you only want to buy the full amount and runtime of the trade proposal simply set the
minimum lot size and minimum lot runtime to the full amount.
How to place a proposal to buy capacity Step 3 – Enter the capacity information for your proposal to buy
Enter the capacity information for the capacity you would like to buy
Enter your balancing account / portfolio code
Enter the date at which you would like your proposal to end
18/02/2014 | Chart 49
How to place a proposal to buy capacity Step 4 – Selecting a trader list and trading conditions
You may select a prepared trader list for your proposal to buy
You may attach trading conditions to the proposal
18/02/2014 | Chart 50
Before submitting your proposal to buy you need to check the entered data.
How to place a proposal to buy capacity Step 5 – Check your data and submit the proposal to buy
In this step you can decide whether you would only like to save your proposal and publish it late or whether you would like to submit it right away
18/02/2014 | Chart 51
If you previously only saved your proposal, you can submit it at a later stage under
“Trade Proposals” “Proposal Overview”.
You also have the possibility to make changes to your prepared proposal or delete the
proposal in this step.
How to place a proposal to buy capacity
Optional – Submitting your proposal to buy at a later stage
18/02/2014 | Chart 52
It is possible to withdraw your submitted proposals as long as no responses were accepted by the initiating shipper.
The status of a withdrawn trade proposal is changed to “withdrawn” and can be viewed under “Proposals”.
The status of all corresponding trades is changed to “cancelled” and can be views under “Trades”.
How to withdraw a submitted trade proposal to buy or sell
18/02/2014 | Chart 53
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 54
A response to an existing proposal on the secondary market can be started from the
“Proposal Overview”.
How to respond to a Proposal to Buy Starting a response to a secondary market trade proposal
18/02/2014 | Chart 55
How to respond to a Proposal to Buy Checking the proposal details
Check the information of the proposal you would like to respond to and click “Respond”
18/02/2014 | Chart 56
In the next step to place a response on the “Proposal to buy” you need to enter information
of the capacity you would like to sell to the counterparty.
How to respond to a Proposal to Buy Step 1 – Entering the information of your offer
Select whether you would like to create the response (offer) from a
primary or secondary deal concluded on the platform,
an external deal or if you would like to manually
enter the capacity information
Select the deal ID of the underlying primary deal or enter the information manually (if selected)
18/02/2014 | Chart 57
In the next step you can check your entered information and select a trader list if required.
How to respond to a Proposal to Buy Step 2 – Select trader list and trading conditions
18/02/2014 | Chart 58
In the last step you can check your entered information and create the response.
How to respond to a Proposal to Buy Step 3 – Check the entered information
18/02/2014 | Chart 59
A response to a proposal to sell on the secondary market can be started from the
“Proposal Overview”.
How to respond to a Proposal to Sell
Starting a response (request capacity)
18/02/2014 | Chart 60
If you do not want to buy the full amount of capacity you can specify your requested
capacity in this step. Under “Expiration date” you can also define how long your response
will be binding (until when you expect an acceptance from the counterparty and the TSO).
How to respond to a Proposal to Sell Step 3 – Enter the capacity information for your response
Enter your balancing account / portfolio code.
Enter the capacity information for the capacity you would like to buy.
Select a trader list if you would like to use one.
18/02/2014 | Chart 61
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a Trade by the Initiating Shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 62
Acceptance or Rejection of a Trade applies only for CFO (Call for Orders)
Any reaction to a created proposal can be started from the menu item “Trades”.
Accepting / rejecting a Trade by the Initiating Shipper
Accepting a Trade
Directly accept or reject a Trade or click on details to first view the Trade
18/02/2014 | Chart 63
Any reaction to a created proposal can also be started from the “Proposal Overview”.
Accepting / rejecting a Trade by the Initiating Shipper
Accepting a Trade
Click on the details button to view all corresponding Trades
18/02/2014 | Chart 64
Accepting / rejecting a Trade by the Initiating Shipper
Accepting a Trade
Click on the details button to view and accept/reject a Trade and to view its details
18/02/2014 | Chart 65
The status of a Trade changes from
“new” to “pending” after it was
accepted/rejected by the initiating
shipper.
Once the Trade has been accepted by
the respective TSO it changes to
“finished”
If the TSO rejects the Trade its status
changes to “rejected”
The involved shipper parties are
informed about the TSO validation via
email.
Accepting / rejecting a Trade by the Initiating Shipper
Accepting a Trade
Click accept / reject button
18/02/2014 | Chart 66
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a response of a shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 67
Trader lists can be used to restrict the secondary trading process to a defined number
of counterparties
Trader lists help shippers to restrict trading in accordance with their company’s
requirements (e.g. in terms of credit worthiness)
When creating a trade proposal or placing a response shippers can decide whether
they would like to apply a trader list in their trade proposal / response
It is possible to prepare various trader lists in advance to accompany the various
requirements of the shippers’ company
Limitations:
A trader list has to have at least three entries
Once a trader list is applied it can be also be withdrawn, but no other list can be
applied to the same trade proposal or response
Once a trader list is applied additional entries may be added to the list
Entries may only be removed when the trade proposal or response has reached a final
status (e.g. expired or finished)
Additional Features Trader Lists
18/02/2014 | Chart 68
You can create one or more trader lists under “My PRISMA” “Account Maintenance”
Additional Features Trader Lists
18/02/2014 | Chart 69
Please note that the selection list only shows shippers who have agreed to be visible on
the platform. Other shippers can be added by entering the EIC Code.
Additional Features Trader Lists
Enter the name of your trader list
Select 3 or more shippers that you would like to be able to participate in secondary trading for your proposals / responses
You can also add traders by entering their EIC code
18/02/2014 | Chart 70
Additional Features Trader Lists
Click here to edit or delete the trader list
Click here to view the full list or to reduce the size of the list
Create further trader lists
18/02/2014 | Chart 71
Additional Features Trader Lists
Lists can be selected during trade proposal creation
18/02/2014 | Chart 72
Introduction to the new secondary functionality
Basic Principles
Role Definitions
Registration
Basic Features
Secondary Trading Overview
Secondary Trading Procedures
How to Create a Proposal to Buy / Sell
How to Place a Response
Accepting / Rejecting a response of a shipper
Additional Features
Trader Lists
Trading Conditions
Agenda
18/02/2014 | Chart 73
Shipper can choose whether standard trading conditions provided by PRISMA* shall
apply or to attach his own trading conditions to the product.
Individual trading conditions can be uploaded to the platform. Those documents are
then available during the creation of a trade proposal.
Additional Features Trading Conditions
* PRISMA is currently supporting EFET to write standard trading conditions, these will be
available on the platform after finalization.
Create new trading conditions
18/02/2014 | Chart 74
Additional Features Trading Conditions
Enter name for trading conditions
Select file for upload
18/02/2014 | Chart 75
Additional Features Trading Conditions
All uploaded files are listed
Files can be deleted and viewed
Files can be selected during trade proposal creation
18/02/2014 | Chart 76
Contact Contact information
Information before registering on the platform
PRISMA Hotline
Tel.: +49 341 699 2990 66
For technical issues after registration
User Help Desk
Tel.: +49 341 699 2990 69
For TSO related issues
Please call your individual TSO contact