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Administrator Guide
Last Updated: 2024-09-20
Reference: Equity Pickup Results in AP&C

Reference: Equity Pickup Results in AP&C

In Adaptive Planning and Consolidation (AP&C), run the equity pickup process for these parent and subsidiary companies:
Parent Company
Subsidiary
Ownership
Net Income
Debit/(Credit)
USD
Change in Parent Investment
Debit/(Credit)
USD
Provision for Loss
GMS USA
Green Planet
100%
151,900
(150,000)
1,900
GMS USA
GMS Hong Kong
65%
(46,501)
30,225
GMS USA
GMS Canada
100%
(3,162)
3,162
GMS USA
GMS Australia
80%
(17,337)
13,870
GMS Canada
GMS Australia
20%
(17,337)
3,467
Third-party Company
GMS Hong Kong
35%
(46,501)
16,275
Workday displays results on the parent books in either of these base currencies, depending on how you calculate equity pickup:
  • Parent
  • Subsidiary

Equity Pickup Results in Subsidiary Base Currency

When you record equity pickup results in the base currency of the subsidiary, Workday posts these accounting entries to the books of the parent company in the subsidiary base currency:
GMS USA
Ledger Account/Worktag
Debit (Subsidiary Currency)
Credit (Subsidiary Currency)
FX Rate
Debit (Company Currency
Credit (Company Currency)
Investment in subsidiary
Green Planet
150,000
1.000000
150,000
Equity income in subsidiary
Green Planet
151,900
1.000000
151,900
Provision for Loss
Green Planet
1,900
1.000000
1,900
Investment in subsidiary
GMS Hong Kong
234,389
0.128955
30,225
Equity income in subsidiary
GMS Hong Kong
234,389
0.128955
30,225
Investment in subsidiary
GMS Canada
3,671
0.861334
3,162
Equity income in subsidiary
GMS Canada
3,671
0.861334
3,162
Investment in subsidiary
GMS Australia
12,855
1.078958
13,870
Equity income in subsidiary
GMS Australia
12,855
1.078958
13,870
GMS Canada
Ledger Account/Worktag
Debit(Subsidiary Currency)
Credit(Subsidiary Currency)
FX Rate
Debit(Company Currency
Credit(Company Currency)
Investment in subsidiary
GMS Australia
3,214
1.078958
3,467
Equity income in subsidiary
GMS Australia
3,214
1.078958
3,467
Third-Party Company
The Equity Pickup amount is related to the noncontrolling interest parent. Workday uses the rules for recording net income attributions for noncontrolling or minority interest consolidations. You can configure these rules on the
Maintain Elimination Rules
task.
The equity pickup process doesn't create operational journals for noncontrolling interest in Workday. When you run the
Consolidated Trial Balance
report, these results are the accounting entries in the currency of the Hong Kong subsidiary:
Ledger Account/Worktag
Debit (Subsidiary Currency)
Credit (Subsidiary Currency)
FX Rate
Debit (Company Currency)
Credit (Company Currency)
NCI Expense
126,210
0.128955
16,275
NCI Accrual
126,210
0.128955
16,275