General Description of the Feature
In agriculture, a machine is co-owned by multiple BPs, each holding a certain percentage of ownership. To address this scenario in OD, Company BPs will have the capability to define other BPs as their Shareholders. For this document, we will refer to these BPs as “Umbrella BPs”.
1.Shareholder Management
1.1 Create Shareholder
If the user has access to BC 12239 and creates or edits a Company BP, he has also access to a new action, “Add Shareholder”
This will open a popup with a Grid Control inside
Where the user can add BPs, set their portion of ownership, and optionally add a note.
After clicking 'save', some validations occur. If they fail, a message is displayed:
- If a portion isn’t over 0 and less than 100: “Portion must be greater than 0 and less than 100”
- If portions sum is not 100: “The total amount of the Portion values must be equal to 100”
- If there is only one entry an info message is shown: “You must have at least 2 shareholders, or 0 if you want to remove them.”
When adding Shareholders to a BP, the BP field U_IDMS_HasShareholders is set to 1.
1.2 Modifying and Removing Shareholders
Using the same action, the user will see the Shareholders they have already defined.
They can change, remove, or add new ones, provided the previous rules are followed.
If they remove all of them, the field U_IDMS_HasShareholders will be set to 0.
2.Shareholders Presentation
A section with the shareholders appears in the following pages, as long as the user has access to BC 12279, and there are entries to show.
2.1 Company BP Page
If the BP is of type Company, then the Contact Person tab becomes a custom tab with 2 sections, one containing the Contact Person gridlist and the other the Shareholders of this Umbrella BP.
Clicking the BP Name redirects to the corresponding BP Page.
2.2 Shareholder BP Page
If a BP is a shareholder in any Umbrella BPs that own a vehicle, then the BP is essentially a co-owner of that vehicle. Such vehicles will be showcased in a new section within the 'Vehicles' tab of this shareholder BP. Within this section, the vehicle's details will be presented along with the information of the associated Umbrella BP through which the vehicle was acquired.
Clicking the BP Name redirects to the corresponding BP Page, and clicking the Vehicle Code redirects to the Vehicle’s Page.
2.3. Vehicle Page
A Vehicle that has as an owner an Umbrella BP will show all the Shareholders of this BP as well as their percentages in the History tab.
Clicking the BP Name redirects to the corresponding BP Page.
3. BP Gridlist Page
A new filter has been added to BP Gridlist Page called Owner Community with possible values “Yes” or “No”.
“Yes” displays the BPs that have Shareholders, while “No” displays the ones that don’t.
Business Benefit
Configuration
Business Cases:
Activation Display Shareholder Section:
BC 12279: All specific shareholder information in the BP (shareholder), vehicle and created Umbrella BP should be activated by a business case.
Activation Create / Edit shareholder:
BC 12239: The admin can define if the shareholder function add/update is allowed per user role
Workflow:
Validations
- If a portion isn’t over 0 and less than 100: “Portion must be greater than 0 and less than 100”
- If portions sum is not 100: “The total amount of the Portion values must be equal to 100”
- If there is only one entry an info message is shown: “You must have at least 2 shareholders, or 0 if you want to remove them.”
When adding Shareholders to a BP, the BP field U_IDMS_HasShareholders is set to 1.
New tables
@IDMS_UMBRELLABP
Field | Type |
Code | NVARCHAR(50) |
Name | NVARCHAR(50) |
U_IDMS_UmbrellaBPCode | NVARCHAR(50) |
U_IDMS_ShareholderBPCode | NVARCHAR(50) |
U_IDMS_Notes | NVARCHAR(256) |
U_IDMS_Portion | DECIMAL |
New field in OCRD
Field | Type |
U_IDMS_HasShareholders | DECIMAL |
New views
IDMS_VEH_UMBRELLABPVIEW
Field | Type |
MakeName | NVARCHAR(100) |
VehicleCode | NVARCHAR(50) |
VehicleModel | NVARCHAR(100) |
VIN | NVARCHAR(50) |
U_IDMS_UmbrellaBPCode | NVARCHAR(50) |
U_IDMS_ShareholderBPCode | NVARCHAR(50) |
U_IDMS_UmbrellaBPPresCode | NVARCHAR(50) |
U_IDMS_ShareholderBPPresCode | NVARCHAR(50) |
U_IDMS_UmbrellaBPName | NVARCHAR(100) |
U_IDMS_ShareholderBPName | NVARCHAR(100) |
U_IDMS_Portion | DECIMAL |
U_IDMS_Notes | NVARCHAR(256) |
IDMS_UMBRELLABPVIEW
Field | Type |
Code | NVARCHAR(50) |
Name | NVARCHAR(100) |
U_IDMS_UmbrellaBPCode | NVARCHAR(50) |
U_IDMS_UmbrellaBPPresCode | NVARCHAR(50) |
U_IDMS_UmbrellaBPName | NVARCHAR(100) |
U_IDMS_ShareholderBPCode | NVARCHAR(50) |
U_IDMS_ShareholderBPPresCode | NVARCHAR(50) |
U_IDMS_ShareholderBPName | NVARCHAR(100) |
U_IDMS_Portion | DECIMAL |
U_IDMS_Notes | NVARCHAR(256) |
New field in IDMS_BPADDRESSEXTVIEW
Field | Type |
U_IDMS_HasShareholders | DECIMAL |
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