Adding an ownership change request

Each ownership change request consists of these elements:

  • Ownership change: Required
  • Participation information: Optional
  • One or multiple assigned journals: Optional

Each saved ownership or control change request is written to the database.

If a change request is saved as a draft, it is displayed in the table with the draft status but is not written to the database.

For the participation changes and journals, the behavior is the same. Participation information is a collector of purchase and sale information and does not affect consolidation results and processes in the standard application.

  1. Select Financial Consolidation > Parameterization > Parameterization Group > Ownership Management > Entities Overview and specify the context.
  2. Click Add Change Request.
    To edit an existing change request, select it in the table and click Details. You can edit a change request only if the period from the change request is open and at least one status is in a draft mode.
  3. Specify the context of the ownership change.
  4. On the Change Ownership tab, select the required change type.
  5. Specify the percentage change in ownership or control, or both.
  6. Optionally, specify a description.
  7. If required, attach a file or files. For example, contracts that are the basis for purchase and sale participations.
  8. To save the change request, click Save Change Request. To save the change request as a draft, click Save as Draft.