Searching for stock option transactions
Menu path
Go to Modules ? HRM ? Reports ? Stock options ? Transactions, and then click Search.
Introduction
You can search for stock option transactions on this page
using the available filter criteria.
Roles and rights
To search for stock option transactions, function right 141 –
Allow search for
option transactions is required. By default, users with the HR role
have this function right.
Note:
- For more details on function rights, go to Modules ? System ?
Setup ?
Security ?
Function rights.
- 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 259 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I search for stock option transactions?
- On the HRM: Search - Transactions page, define the required criteria.
- Click Show.
Buttons
Close
Click this to exit.
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Fields
Criteria section
Group
Select the required group to display the stock option transactions for the specific group of people in the organization. The available options depend on the setup at Modules ? HRM ? Setup ? Organisation ? Groups: Division. For more information, see Overview of groups.
Division
Type or select the division code to display all the stock option transactions under that division. For more information, see Creating and modifying divisions.
Cost center group
Select a cost center group to display all the stock option transactions under that cost center group. For more information, see Overview of cost center group layouts and Overview of cost center groups.
Cost centre
Type or select the cost center code to display all the stock option transactions under that cost center. For more information, see Creating and modifying cost centers.
Job group
Select a job group to display all the stock option transactions under that job group. For more information, see Creating and modifying job groups.
Job activity
Type or select the job activity description to display all the stock option transactions under that job activity. For more information, see Creating and modifying cost centers.
Person
Type or select an employment ID to display all the stock option transactions performed by the selected person. For more information, see Creating and modifying entries for people.
Transaction: Date
Type or select the transaction date range of the stocks.
Note: Typing or selecting only the start of a date range will display results for stock options that are transacted on and after it. Typing or selecting only the end of a date range will display results for stock options that are transacted on and before it.
Status
Select the Active, Hired, and/or Inactive check boxes to display the respective statuses of the people.
Vesting date
Type or select the vesting date range of the stocks. The vesting date specifies when the stock options may first be exercised.
Note: Typing or selecting only the start of a date range will display results for stock options that are vested on and after it. Typing or selecting only the end of a date range will display results for stock options that are vested on and before it.
Transaction: Type
Select the type of transaction of the stocks.
Sort by
Select the required option to sort the results by Person, Transaction: Type, or Transaction: Date.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.434.152 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
16-06-2017 |
Release: |
|
Attachment: |
|
Disclaimer |