Equity is a share of stock that your company either invests in or wishes to track. You use the equities deal type and related windows to set up stock issue information, purchase, track, and resell shares of stock, process cash dividends, and settle, revalue, and account for stock investment activities in other companies.
Note
The purpose of the Treasury equities functionality is to manage your company's investment or trade in stocks issued by other companies.
You can purchase stocks for the type stock issue codes you have defined in the system and only those authorized can transact these deals.
You can use the open interface load process to load market rates/values and then revalue your existing portfolio holdings for equities to arrive at the current value.
You can also enter and manage dividends on equities you own to track all relevant transactional data for these portfolios in a single place.
Any changes to the value, position, or ownership of equities create journal entries based...