You use the Manage Equity Pickup task to view entity ownership, calculate ownership, view calculation status, and run EPU reports. To perform EPU tasks, you must be assigned the Manage Ownership security role.
The Manage Equity Pickup table displays pairs of entities:
Owner Entity, which is the entity that owns a share of the subsidiary
Owned Entity, which is the entity that is owned
Entity pairs with circular ownership are indicated by a circular icon,
, in the Level column.
For each pair, the table also displays the level number corresponding to the order in which they are processed by the EPU calculation, the percentage of ownership for EPU processing, and calculation status.
The default point of view contains the default members for the current Scenario, Year, and Period dimensions. You can change the Point of View.
To manage Equity Pickup adjustments:
Select Tasks, then Data Tasks, and then Manage Equity Pick Up.
Optional: To change the default Point of View, click Scenario, Year, and Period, and select dimension members.
From the page drop-down lists, select how many items to display per page.
For the Manage EPU table, select row and column options. See Modifying the Display of the Manage Equity Pickup Table.
