EDM: Enhancement Request to Select Business Unit While Adding Dividend

(Doc ID 1966658.1)

Last updated on MARCH 09, 2017

Applies to:

PeopleSoft Enterprise FIN Deal Management - Version 9.2 and later
Information in this document applies to any platform.

Goal

When dividend is recorded for an equity, it does not give an option to select a business unit. So if an equity has multiple deals entered using multiple business units and if a cash dividend is entered for this equity, system automatically allocates this dividend to all the existing deals/business units even if the dividend is for a particular business unit.

STEPS
1. Go to Main Menu > Deal Management > Equities > Equity Definition and search for an equity having multiple business units
2. Click on Add Dividend

There is no option to enter business unit or any field to tell the system that this cash dividend belongs to only a particular business unit and it should not get allocated to all the associated business unit.
 

Solution

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