Creating an Offer Sheet

After you have created a results set of offerings through Quick Picks, Search Offerings or some other method you can create an Offer Sheet.

To create an Offer Sheet:

  1. Select the boxes in the far left column of the results set for the bonds you would like to include in the offer sheet. To select all bonds retrieved by the search, leave the individual boxes unchecked.

  2. Click the Offer Sheet button.

  1. Click the Override arrow found above the Basis column to globally change the table values, or manually change each value as necessary for each bond listed.

  2. Click Calculate to view any changes made to the table values.

The completed Offer Sheet displays the bonds you selected. You can now begin an Order Ticket for a specific bond by clicking the Buy link under the Order column on the Results screen.