Change the Processor on an order via My Task - Orders

To change an order's processor you can complete this while placing the order, in the Order Entry - History, or My Task - Orders. This article explains the steps to complete this in the Order Entry - History chart tab. There are two ways to complete this task within Order Entry - History. 

Steps to Complete (Right Click Menu)

  1. Navigate to the Open Orders within the My Task - Orders.


  2. From the list, you can either select and right-click over a single order or select multiple orders at once by using SHIFT+Click and/or CTRL+Click.
  3. Right-click over the selected order(s), Select Status
  4. From here, use the select list to change the Processor. You may also change the status of the selected order(s) from this screen.


  5. Save

Steps to Complete (Processing Window)

  1. Navigate to the Open Orders within the My Task - Orders.


  2. From here, locate and select the order.

  3. Within the processing window, select Processor


  4. This will open a separate window where the processor can be changed via a Search Field


  5. Save