Changing ownership during the year

[marijnbax2]

Hi All,

My client has a requirement where they would like the periodic profit based on the ownership in that month to be added to the total in December as there are a lot of ownership changes during the year. We have a YTD model and when I run the Year to date consolidation BPC the ownership rate of December is used and not the "weighed" average of the year.

Does anyone know how to achieve this and if there is any such functionality in BPC?

The attached example might make it more clear.

Thanks.

Marijn

[GregoireDesombre · Accepted solution]

HI Marijn,

You can achieve this by checking the Periodic option in the business rules. But this might have a side effect the next year: BPC will calculate automatically a scope variation because the consolidation of the opening balance is different from the closing balance of the prior year (which is a sum of periodic amount).

Grégoire

[marijnbax2 · Accepted solution]

Thanks Gregoire,

I have overlooked this option. Thanks!

Marijn