Shareholder
How to use Shareholder 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: Title, 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 Shareholder 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
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 |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
naming_seriesnaming_series | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Folio no.folio_no | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
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 |
Share Balanceshare_balance | Table Optional · Read-only | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Share Balance |
Child tables
Share Balance — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Share Typeshare_type | Link Required · 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 Type |
From Nofrom_no | Int Required · Read-only | Enter a whole-number value. |
Raterate | Currency Required · Read-only | 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 · Read-only | Enter a whole-number value. |
To Noto_no | Int Required · Read-only | Enter a whole-number value. |
Amountamount | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
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.