Define Company Structures - the Generated View Tab

On this tab you can check the last generated consolidation structure regarding a specific consolidation type generated in Calculate Ownership Relations or Define Company Structure, tab Define. These structures are the basis of all automatic consolidation steps. You may change those fields if you are not satisfied with the automatically calculated results.

The different levels, i.e. direct and indirect ownership in the structure can be seen here as well. The calculated values based on your selections in the Define Company Structure window, tab Define are displayed.

You can either register the information shown on the Generated View tab manually or calculate it automatically. You can make changes directly in a structure that has not been defined as manual from the Generated View tab.

For more information, see Ownership Relations.

One company can at the same time belong to several consolidation structures.

Procedure

  1. On the Maintain menu, click Company Structure/Define. The Define Company Structure window opens.
  2. Open the Generated View tab and enter the consolidation type for which you want to display a company structure.
  3. In the Company text box, enter a company code you want to view the company structure for. The company name is displayed automatically.
  4. You may change all percentages or the consolidation method if you do not agree with the generated values. On the Generated View tab, you have to mark the fields that has the option Manual to make your changes. Note that manual changes have to be made on all levels if applicable, as manual changes cannot be the base for generation.

    Level is the default sort order.

  5. Click Save.
  6. Click Close or open the Reorder tab.

Results

  • If one or more of the check boxes Manual are still selected the next time an automatic calculation of ownership is performed, the related fields will not be updated, even if there have been changes in calculated owned% or calculated votes% in the Data Entry - Shareholdings and Investments in Group Companies.
  • Only companies connected on the Define Tab will be displayed in the Generated View.
  • You can copy the contents of the table in the Generated View tab and paste into Microsoft Excel. Both the white and the grey columns can be copied.