Defining the entity ownership

You can define the percentages for ownership and control of entities.

  1. Select Parameterization > Group Parameterization > Ownership Management > Entity Ownership.
  2. Specify the configuration set, version, period, entity, and intercompany. You can specify multiple entities and intercompanies.
    To ensure that complete information is displayed, we recommend that you specify all available entities in the Entity (Owner) field and all available intercompanies in the Intercompany (Owned) field. To narrow down the displayed information, you can use the table header filters.
    This ownership and control information is displayed in the table:
    • Entity (owner)

      A relationship towards another entity exists. An owner may be a parent entity, but not necessarily. An owner has shares of another entity.

    • Intercompany (Owned)

      An entity whose shares have been bought by another entity.

    • Current ownership

      Ownership percentage in the current period. It is the same as the total ownership of the previous period. Therefore, no changes are considered.

    • Change ownership

      One or multiple changes in ownership. For example, an increase or decrease.

    • Total ownership

      Total ownership including saved changes to the ownership in the current period. Changes that are saved as a draft are not considered.

    • Current control

      Control percentage in the current period. It is the same as the total control of the previous period. Therefore, no changes are considered.

    • Change control

      One or multiple changes in control. For example, an increase or decrease.

    • Total control

      Total control including saved changes to control in the current period. Changes that are saved as a draft are not considered.

    • Ownership status

      An ownership status can be either saved and written to the database or saved as a draft and not written. You cannot discard a saved ownership change, but you can add a new change request to correct data. Discarding an ownership change that was saved as a draft also discards already saved participation information.

    • Participation status

      A participation status can be either saved and written to the database or saved as a draft and not written. You can discard saved participation information.

    This information is only at the entity level, independent of group membership.

    You can expand each row in the table. To expand a single row, click the plus icon in theEntity (Owner) column. To expand all rows in the table, click the Ownership Rows button. The top row shows static information about an owner-owned relationship. The expanded row or rows show changes in ownership or control, or both.

    The total ownership or control must be from 0% to 100%. We recommend that you select one parent entity and all subsidiaries at the same time. After you have assigned ownership and control to the first parent entity, then you can switch to the next one.