Entering Ownership Information
You use the Ownership Management feature to enter ownership information for entities such as Percent Ownership, Percent Consolidation, and Percent Control. You can also select the consolidation method for the entity and select whether the consolidation status of a child into its parent is active or inactive.
To enter ownership information, you must be assigned the security role of Manage Ownership.
The rows display the list of child entities based on the entity you selected to use as the parent entity in the point of view. You can select multiple rows and apply a value in one row to multiple rows.
You can save changes to the data, or you can reset the data to the values in the database without saving any changes. When you select to save data, all values in the grid are saved in the database.
Note: | For the PCON, POWN, PCTRL, and DOWN system accounts, no data is displayed as a value of 100. For Consol 1, 2, 3, no data is displayed as 0. |
Table 12 shows the system accounts that appear in the columns and the possible values that you can enter for each. These columns are preset and cannot be changed. See the Oracle Hyperion Financial Management Administrator’s Guide.
Table 12. System Accounts for Ownership Management
Account | Possible Values |
|---|
Active - Consolidation status of a child into its parent | Yes for active, No for inactive |
Method - Consolidation method assigned to the entity | None, or a method selected from the list of available methods |
PCON - Percent consolidation. The percentage of an entity’s value that consolidate to its parent. | Positive or negative number between -100 and 100, including 0. Default value is 100. |
POWN - Percent ownership based on the entity’s shares that other entities own. | Positive number between 0 and 100. Default value is 100. |
PMIN - Percent minority | A value calculated from the formula PMIN = PCON - POWN. |
PCTRL - Percent control based on the entity’s voting shares that other entities own | Positive number between 0 and 100. Default value is 100. |
DOWN - Percent of direct ownership | Positive number between 0 and 100. Default value is 100. |
Consol 1, 2, 3 - Consolidation methods | A number between 0 and 255 |
Active - Consolidation status of a child into its parent | Yes for active, No for inactive |
To enter ownership information:
In the Browser View, expand Tasks and select Data Tasks.
Select Ownership Management.
Select the point of view to display the entities for which to enter ownership information.
Optional: To display the entity currency, click Display Options and select Entity Currency.
For selected entities, take one or more of these actions:
For Active, select Yes or No to specify whether the consolidation status of the child into its parent is active.
For Method, select a consolidation method for the entity.
For PCON, enter a value for percent consolidation.
For POWN, enter a value for percent ownership.
For PCTRL, enter a value for enter a value for percent control.
For DOWN, enter a value for direct ownership.
For Consol1, Consol2, and Consol3, enter a consolidation method.
Take one of these actions:
To view additional entities, select the range to display, and select a value from Per Page .
To save the changes to the database and refresh the grid, click Save.
To reset the data to the values in the database without saving changes, click Reset.