Managing Equity Pickup

Before you can use the Entity Pickup feature, an administrator must define rules for the Equity Pickup process. You can then 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 and Run EquityPickup security roles.

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 green 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:

1. Select Consolidation, then Data, and then Equity Pickup.
2. Optional: To change the default Point of View, click Scenario, Year, and Period, and select dimension members.
3. Select row and column options. See Modifying the Display of the Manage Equity Pickup Table.