Stock Offer

Stock Offer records the shares offered by the company or by an existing shareholder. The offer becomes the quota that Stock Purchase draws from, so the amount sold can never exceed the amount offered.

Used By

operational admin according to menu access rights

Data Type

transaction

Search Key

Code

When to Use This Form

When the company issues new shares to be paid in by shareholders.
When an existing shareholder offers part of their shares to another party.
When the remaining quota of an offer needs to be tracked.

Before You Start

Make sure the seller is already registered as an application user. This field links to user data, so a name that does not exist cannot be selected.
Agree on the number of shares and the value per share before the offer is published.
Make sure Equity Settings has a Share Capital Account, because the capital paid in later is posted to that account.

Workflow

Open Equity / Overview & Transactions / Stock Offer.
Select the seller in the Stockholder field.
Fill in the number of shares and the value per share; the total follows both.
Fill in the offer date and the offer deadline if there is one.
Select the sell status and the target buyer as agreed.
Turn on Published so the offer becomes visible, then save.

Fields That Need Attention

Field	Explanation for Users	Status
Stockholder `stockholder`	The party offering the shares. For a new share issue, use the party representing the company.	Required
Number of Shares `stockqty`	How many shares are offered. This number is the ceiling for every purchase referring to this offer.	Required
Stock Value `stockvalue`	The offered price per share.	Required
Total `total`	The total value of the offer.	Optional
Offer Date `dateoffer`	The date the offer takes effect. Also used to order the offer list.	Optional
Offer Deadline `limitoffer`	The date the offer ends when it is time limited.	Optional
Shares Sold `stocksold`	Recalculated by the application from approved purchases. No manual entry needed.	Automatic
Shares Remaining `stockremain`	The remaining offer quota. Recalculated together with Shares Sold.	Automatic
Sell Stock Status `sellstockstatus`	Distinguishes a new share issue from a transfer of ownership.	Optional
Target Buyer `targetbuyer`	Marks who the offer is intended for.	Optional
Published `published`	An unpublished offer is not offered to buyers. The application unpublishes it automatically once the remaining quota reaches zero.	Optional

What Happens After Saving

The offer becomes a quota selectable in the Stock Purchase form.
Shares Sold and Shares Remaining are recalculated from approved purchases rather than incremented, so repeated saving never drifts.
An offer whose quota is exhausted is automatically no longer published.
The offer still appears in the Stock Purchase list even after it is exhausted, so older purchases can still be opened.

Common Issues

The offer cannot be saved: check the Stockholder field. It links to user data and must not be empty.
Shares Remaining does not change after a purchase: a purchase that is not approved yet does not consume the quota.
The offer does not appear in the menu: the Equity Management module is not enabled, or the menu has not been granted to the role.

User Checklist

The seller has been selected from user data. The number of shares and value per share match the agreement. The offer date and deadline are correct. The Published status matches the intent of the offer.

Menu Location

Equity / Overview & Transactions / Stock Offer
/form/equityoffer