Company Ownership Fields
Here is a description of the fields that make up a company ownership record.
Key: X – You must enter one or the other, not both; * – Mandatory field; R – Read-only
Field | Description | |
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Internal Investor | X | Lookup to the related owner (parent) company. This is another company within your organization. Duplicates are not allowed. |
External Investor | X | Name of an external owner company, outside of your organization. Duplicates are not allowed. |
Investment Company | R | Formula. Name of the owner company derived from one of the previous fields. Duplicates are not allowed. |
Internal | Indicates that the owner company is internal. Displayed on the list view only. | |
Ownership (%) | * | Ownership expressed as a percentage (more than zero, no decimal places). |
End Date of Ownership | Indicates the end date of the ownership for an investment company. | |
Ownership Category |
Indicates the category of the ownership. The options available are:
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Start Date of Ownership | Indicates the start date of the ownership for an investment company. | |
Is Consolidation Structure | Indicates if a company ownership is a consolidation structure. This differentiates the records that are used in the consolidation process, from the records created for the previous company structure model. | |
Is Active | Indicate if a company ownership is active in the org and within a consolidation structure. Once a company ownership is active you can't edit any fields except for the End Date of Ownership field. |