Calculate Ownership Relations

You can use this function to calculate the owned percentage, consolidation method, ownership relations and minority share for each individual company in a company structure automatically. The percentages and consolidation method will be updated on the Generated View tab in the Define Company Structure window, using the information in the shareholdings register. This is valid if the automatic consolidation type is used.

The calculation will always be carried out for the complete selected consolidation type using information from the register for internal shareholdings.

The owned percentages from various shareholders add up and is the basis of the calculation for any consolidation method. The table defines which consolidation method should be used depending on the votes percentage. You can define the methods by entering which percentage range corresponds to which method. The default consolidation method is Z for ownerships less than 20% in new installations from the 8.5 release and N if you upgrade to a new release from a release prior to 8.5.

These are the default methods for different ownership situations:

• Method E is the default for 20,000001% to 49,999999%
• Method S is the default for 50%
• Method P is the default for >50%.

Before you can calculate ownership relations, you need to create accounts for shareholdings, define consolidation types and consolidation structures, as well as enter ownership and owned percentages in the shareholdings register.

For more information, see Enter Shareholdings and Investments in Group or External Companies.

To be sure that generating the consolidation structure and calculating the ownership relation will work properly, please note the following requirements:

• Select Automatic in the Define Consolidation Types window.
• The top group company in the structure should not belong to any group at a higher level.
• The top group parent company in the structure should be defined as a parent company and should be linked to the top group company.
• In a legal structure, the parent company in each sub-group should be defined as a parent company. This also applies to legal units that are parents. Each parent must be linked to its group.
• A sub-unit to a legal unit shall never be defined as parent.
• Shareholdings within the group should be entered in the register for internal shareholdings, that is, any ownership in any subsidiary that has been booked as an external holding will not be taken into account.