Shareholding Management (5WF)

The scope item helps you to better manage your shareholding instruments. You can automate labor-intensive processes, such as payment handling and accounting postings, giving you more time to focus on value-added activities. You can manage operational and accounting requirements. 

The current scope covers the processes to create securities account and security class, and to purchase, bookkeep, and recognize dividends of and sell a shareholding transaction.

Key Process Steps Covered

• Create security account and class
• Create shareholding purchase transaction
• Set settlement status
• Maintain and post cash dividend
• Create and post corporate action
• Perform period-end closing
• Create shareholding sale transaction
• Perform reporting

Benefits

• Review the status for shareholding instruments easily
• Support the management of shareholding, including creation of security class and  security accounts, and the transactions, payments, recognition of dividend, and so on
• Make better operational and strategic decisions using the comprehensive reporting and analysis tools
• Improve internal operational compliance

Additional Information

• This scope item requires an additional SAP S/4HANA Cloud license

Where is Shareholding Management(5WF) being used?

This Scope item is used in the following way:

• As a support function of Treasury Management within Finance Scope Item Group

Process flow of Shareholding Management (5WF)

• Best Practices of SAP S/4HANA On Premise *1
• Best Practices of SAP S/4HANA Cloud *2
• Best Practices of SAP Analytics Cloud *2
• Best Practices of Robotics Process Automation(RPA) with SAP Leonardo *2

• RISE with SAP
• SAP S/4HANA Cloud
• SAP on Azure
• Business Process Management