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[kogenron]

Hello,

I am using ORgPlus 7 in our company for charting the group companies.

Sometimes we have got subsidiaries with 2 shareholders
(that means e.g. subidiary "X"; holding "H" has 0.1% of shares; HOlding "F" has 99.99& of shares).

To keep a clear overview, I would like to ask how I can create a Chart Rule which makes automatically
 a remark in the box of the holding "H" that they are holding 0.1% shares of "x" and just connect subsidiary x
under holding "F" which is the major share holding?


Could you wirte for me an example rule?

Regards,

Ronald

[BenU]

Thank you for contacting the OrgPlus Support Team.

A Chart Rule won't allow you to create the look you are looking for. Chart Rules are used for placing boxes in different Chart Styles or performing grouping actions based on defined criteria.

Based on the description you've given, it sounds like you are dealing with a dual reporting situation. Where physically subsidiary "x" appears below holding "F", but you want some indication that "x" relates to holding "H" as well. There are a couple ways to do this.

If your chart was created using the Import Data feature you can add a column with the heading AuxReportsTo to your data. In this column next to subsidiary "x"'s record you can place the the position information for holding "H". What this will do is create a dotted line running from subsidiary "x" to holding "H's".

Another option is to create duplicate records of subsidiary "x". You can then enable the Duplicates feature which will create a Callout which will tell you what other records subsidiary "x" reports to. To do this follow the steps below:
1. Insert a box under both holdings.
2. Give both of those boxes the same name.
3. Select Data>Define Fields.
4. Select the Duplicates button.
5. Check the Identify Duplicates check box.
6. Ensure the Key is set to Name.
7. Ensure that Show Alternate Managers is checked.
8. Click OK.

A section will be added to the subsidiary boxes that is either a small box containing an arrow or text listing the name of the alternate manager.

If you have any further questions feel free to contact us at op.support@orgplus.com.            
      
Sincerely,            
      
Ben Ulmen            
Technical Support Representative              
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