Share Transfer
How to use Share Transfer in Shareholders: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain shareholder and share-transfer records with authorized supporting evidence. Access and approvals should match corporate responsibilities. These records do not themselves execute payments or legal filings.
This page is a record page in Finance & Accounting → Shareholders. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Transfer Type, Date, Equity/Liability Account, Share Type, From No, Rate, No of Shares, To No, Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Share Transfer from Finance & Accounting → Shareholders, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Transfer Typetransfer_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Datedate | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
From Shareholderfrom_shareholder | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shareholder |
From Folio Nofrom_folio_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
To Shareholderto_shareholder | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shareholder |
To Folio Noto_folio_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Equity/Liability Accountequity_or_liability_account | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Asset Accountasset_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Share Typeshare_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Share Type |
From Nofrom_no | Int Required | (including) |
Raterate | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
No of Sharesno_of_shares | Int Required | Enter a whole-number value. |
To Noto_no | Int Required | (including) |
Amountamount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Remarksremarks | Long Text Optional | Complete the value according to the field label and the record’s validation rules. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Share Transfer |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.