Planon Real Estate : RE Master data : Entity structure : Step 3: Define Entity relations
Step 3: Define Entity relations
The final step is to record the parent Entity(ies) and associated ownership percentage for each subsidiary Entity (and for each period) (see the following example).
Screen entity structure – Define Entity relations
To do this, select the daughter entity for which you want to change the data on the left side of the screen.
Then click on the Add owner button. A new line will appear in which the level and the parent entity are selected in succession. The ownership percentage is then recorded (constraint: 0% ≤ ownership percentage ≤ 100.00%).
If the ownership percentage is < 100.00%, add one or more parent entities.
The input can only be saved if the total ownership percentage is equal to 100.00%.
If desired, you can specify other parent-subsidiary relations and ownership percentages per subsidiary entity per period.
To do this, click on the Add Ownership Period button. An additional Ownership Period will be added to the screen. In this period, you can specify 1 or more parent entities and ownership percentages.
By entering a start period, the end period of the previous Ownership Period is automatically determined.
An added parent Entity can still be removed by selecting the Entity row and then clicking the trash can icon on the right.
The Previous and Next buttons allow you to navigate through the Wizard to correct incomplete/invalid entries.
The Save All button saves all changes in the Enterprise Structure. The saving is confirmed with the message below.
When saving, the status of the added Levels and added Entities will change from Not In Use to In Use.
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•In an existing Enterprise Structure, a (daughter) Entity can only be deleted if the parent (Entities) are first disconnected (see Step 3). The Entity can then be deleted in Step 2.
•In an existing Enterprise Structure, a Level can only be deleted if all Entities linked to it have been deleted first (see Step 2).
•It is not possible to transfer an Entity to another Level in an existing Enterprise Structure.
•If ownership percentages are adjusted in the Enterprise Structure, this is calculated for all Entities within an open financial plan in the Finance application; this means that if underlying Entities of this financial plan have already been submitted and approved, they will again receive the status 'Open' and must be resubmitted.