Entering investor relationships

To specify investor relationships:

  1. Open the Direct Investor Relationships page. The page is divided between the control area (the left section of the page) and the data entry area (the right section of the page). The control area lets you change the member selection.
  2. Select a starting and ending period within the same year from the control area. The range can include one or more periods and can include P0. You can choose periods from any periodicity level. The grid is writable only if the selected periods are within the focus range for the selected version.
  3. Select a version. Only the versions for which consolidation method ranges have been defined by the administrator are available for selection. A read-only version displays in gray font.
  4. Select a top member of any Unit dimension hierarchy.
  5. Select the Calculate with Managerial Ownership check box to have the calculate ownership engine create ownership records at consolidation nodes where a legal unit does not share the same consolidation units as the holding parents. At these consolidation nodes, the effective ownership, effective control and effective consolidation percentages are set to be the same as the direct ownership percentage. This option works in conjunction with the Create Managerial Ownership Relationship option on the Ownership Properties page.
  6. Click Get Data to refresh the dimension members in the data entry area. Get Data is enabled when a member is changed.
  7. In the data entry area, select one investor (holding company or control holding company) from the list. This unit holds an ownership interest in all the subsidiaries you select in the grid.
  8. Specify the percent the investor directly owns in the subsidiary for each period on the grid. The default value is a blank, which implies no relationship with the investor. Keep these rules in mind:
    • Specify only one unit in the entire ownership group as a top holding company. A top holding company owns all the other holding companies and subsidiaries in the group.
    • Only one of the units in each ownership subgroup can be a holding company.
    • Circular ownership is not supported. For example, if New York owns Beijing, then Beijing cannot also own New York (directly or indirectly).
    • Holding companies can be owned by less than 100%.
    • A subsidiary can have multiple holding companies.
  9. Save the changes to the database.
  10. To review a report of all holding companies and their subsidiaries, select All (Display Only) from the list.
  11. After specifying the percent, you must calculate the ownership percents.
    1. Save your changes to the database.
    2. Click Calculate to calculate the percents based on the database values.
To clear or use the same percent value across most or all the periods in a row, select the value (or blank cell) to be copied, and click Copy Data to copy any valid value forward to the remaining empty cells in the row. This button is only available for multiple-period ranges.