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Overview of linked divisions
Menu paths
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Modules ➔ Financial ➔ Setup ➔ Organisation ➔ Divisions
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Modules
➔ HRM ➔ Setup ➔ Organisation ➔ Divisions
Introduction
At this page, you can view all the child divisions which
have been linked to a shareholder. In addition, you can also link new divisions
and maintain the investment records of the shareholder in the child divisions.
Roles and rights
All users can view the list of the linked child divisions
but only users with function right 62 – Maintain subsidiaries
and shareholders can link new divisions to the shareholder as well as
create and maintain the investment records. Users with the General manager
and Controller roles have this function right.
Note:
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For more details on function rights, go to Modules
➔ System ➔ Setup ➔ Security ➔ Function rights.
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For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.
What version are you using?
The information in this document is applicable to product
update 266 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I view the linked divisions?
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At the HRM: Divisions page, define the
search criteria.
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Click Show.
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Click a division from the overview.
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In the Monitor section, click Divisions.
How do I link the division to the shareholders?
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At the HRM: Divisions page, define the
search criteria.
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Click Show.
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Click a division from the overview.
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In the Monitor section, click Divisions.
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Click New. For more information, see Linking divisions to
shareholder.
How do I view the share purchases and disposable transaction records?
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At the HRM: Divisions page, define the
search criteria.
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Click Show.
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Click a division from the overview.
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In the Monitor section, click Divisions.
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Click
Historical. For more information, see Viewing share purchases
and disposals transaction records.
Buttons
Fields
Shareholder
This displays the shareholder which the child divisions are
linked to. This is also the division which you have selected in the overview of
division. For more information, see Overview of divisions.
You can click the division link to view the division card of the shareholder.
Ordinary shares section
In this section, you will see the details of the ordinary
shares investment by the shareholder in each of the linked child
divisions. The Divisions column shows the child divisions linked to
the shareholder, the Total no. of shares held column shows the number of
shares owned by the shareholder in each child division, and the Total % of
owned to date shows the percentage ownership of shares held by the
shareholder in each child division. You can click the total number of shares
held by the shareholder in each child division under the Total
no. of shares held column to view the share movement
records between the shareholder and a specific child division. The Remark
column shows the remarks for transaction records in which the total number of
shares held equals to “0” or no data was entered in the field when you register
a share transaction record. For the latter type of records, you can delete the
records by clicking . For more information, see Registering shares purchased
or disposed by shareholder.
Note: If
the shareholder also owns preference shares in child divisions, you will see
the Preference shares section displayed below the Ordinary shares
section. This section displays all the details of the preference shares
investment by the shareholder in every child division.
Related document
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
15.985.308 |
Assortment: |
Exact Synergy Enterprise
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Date: |
05-04-2021 |
Release: |
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Attachment: |
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Disclaimer |
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