A Using the Joint Venture Hierarchy (Release 9.2 Update)

This appendix discusses:

A.1 Using the Joint Venture Hierarchy Chart

Use the Joint Venture Hierarchy program (P09J06X) to view a joint venture hierarchy in an organization chart format. You can view basic information about a joint venture as well as about the business units and projects included in the joint venture.

A.1.1 Prerequisite

Before you view the joint venture hierarchy chart, you can set up the following processing options for the Joint Venture Hierarchy program (P09J06X):

  • On the Default tab, enter a joint venture name if you want the system to display the hierarchy chart of a specific joint venture when you launch the P09J06X program. If you leave this processing option blank, the Joint Venture Hierarchy form will be blank.

    You can change the joint venture name to view the chart of a different joint venture within the search form of the P09J06X program.

  • On the Versions tab, enter the version of the Revise Business Unit program (P0006) that you want the system to launch when you access the program by right-clicking a business unit card on the joint venture hierarchy chart. If you leave this processing option blank, the system uses ZJDE0001 as the default version.

A.1.2 Accessing the Hierarchy Chart for a Joint Venture

To access the hierarchy chart for a joint venture:

  1. From the Joint Venture Management module (G09J), click Joint Venture Setup, and then select Joint Venture Hierarchy.

    The system displays the hierarchy chart for the joint venture that you have specified in the Joint Venture Name processing option. If you have not set up the processing option, the Joint Venture Hierarchy form is blank.

  2. To access the hierarchy chart of a different joint venture, use one of the following ways to locate the joint venture:

    • If you know the joint venture name, enter the name in the Joint Venture Name field, and then click Refresh.

    • To search for the joint venture from a list of joint ventures, click the Search icon next to the Joint Venture Name field.

      The system displays the Joint Venture Hierarchy Search and Select form with the list of the joint ventures. Use the fields in the header to refine your search. Then, select your joint venture on the form.

      When you select a record, the program returns you to the Joint Venture Hierarchy form. Click the Refresh button to display the chart of the joint venture you selected.

A.1.3 Viewing Joint Venture Information Using the Chart

The system displays the hierarchy of the joint venture in a chart format using cards.

Figure A-1 Joint Venture Hierarchy Chart

Description of Figure A-1 follows
Description of ''Figure A-1 Joint Venture Hierarchy Chart''

The cards display the following information:

  1. The card at the topmost level is for the joint venture and displays:

    • The description and name of the joint venture

    • The description, name, and currency of the joint venture company

    • The address number of the person assigned to the joint venture

  2. The primary card at the second level is for the joint venture business unit and displays:

    • The name and description of the business unit

    • The number and description of the company associated with the business unit

    • The name and description of the business unit type

  3. The second card displays the name, phone number, and email address of the primary contact for the business unit if this information has been set up for the primary contact

  4. The cards at the subsequent levels of the hierarchy display the child business units and project business units included in the joint venture. These cards display similar information as that of the joint venture business unit.

Actions to View and Act On the Information in the Chart

The following list describes the actions that you can perform and the information that you can view for business units in the joint venture hierarchy:

  • Scroll through the views in the business unit cards

    Use the arrows on either side of the card to scroll through views. The view on the left lists basic organization information about the business unit. The contact view on the right lists the phone numbers and email address of the primary contact.

  • View parent and child information for the business units and projects in the joint venture.

    Click the Expand (plus sign) and Collapse (minus sign) icons to view project and business unit information.

  • Change the layout and view.

    The control panel enables you to select a layout format, zoom in or zoom out, or zoom to fit within your screen.

  • Display card in a separate window.

    Hover your cursor over a card to view the card in a pop-up window. You can use this feature to more easily view the joint venture or the business unit details if the screen resolution or the number of cards in the chart makes the details difficult to view.

  • View business unit master and who's who information.

    Right-click the business unit card to access the Revise Business Unit form in the Business Unit Master program (P0006) and the Who's Who form in the Address Book Revisions program (P01012).

    The system launches the Who's Who form only when the phone number or email of the primary contact is available in the Contacts view of the card.

  • Send email.

    Click the email address of the primary contact to send an email to the primary contact.

A.2 Viewing the Joint Venture Hierarchy Chart in the Delivered CafeOne Layout

A Composite Application Framework (CafeOne) layout is delivered with the software that enables you to view the Joint Venture Hierarchy chart from within the Joint Venture Master program (P09J30). To complement the CafeOne layout, a list view grid format and a personal form are also delivered for use in the P09J30 program. These three User Defined Objects (UDOs) are available on the Work with Joint Ventures form of the P09J30 program.

A.2.1 Prerequisites

Before you can use the UDOs (CafeOne layout, list view grid format, and personal form) that are delivered with the software, your security administrator must:

  • Share the UDOs with the users or the roles they are associated with.

  • Provide view security access to the users or the roles they are associated with.

This table lists the UDOs and the information for the UDOs that the administrator uses when providing the view security access:

UDO Type Object Description Object Name
CAFE1 (CafeOne Layout) Joint Venture Hierarchy View CAF09J30A_1712070001JDE
PERSFORM (Personal Form) Basic PFM09J30A_1801310001JDE
FORMAT (List View Grid Format) Simple GF09J30A_1801310001JDE

See ”Managing UDO View Security” in the JD Edwards EnterpriseOne Tools Security Administration Guide.

You can use the UDOs as they are delivered, or you can personalize them to more closely meet the requirements of your organization.

See ”Modifying UDOs” in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

A.2.2 Using the Delivered UDOs to View the Hierarchy Chart of a Joint Venture

Figure A-2 Joint Venture Hierarchy Chart in CafeOne Layout

Description of Figure A-2 follows
Description of ''Figure A-2 Joint Venture Hierarchy Chart in CafeOne Layout''

To view the joint venture hierarchy chart in the delivered CafeOne layout, and to use the delivered list view grid format and the personal form:

  1. Access the Work with Joint Ventures form.

    You access this program by following this menu navigation: On the Joint Venture Management module (G09J), click Joint Venture Setup, and then select Joint Venture Master.

  2. Select the joint venture record for which you want to view the organization chart, and then select Joint Venture Hierarchy View on the Layout drop-down menu.

    The system displays the hierarchy chart for the joint venture on the right pane. To get a better view of the chart, adjust the size of the chart using the zoom features in the Control Panel.

  3. To use the personal form, select Basic on the Personal Form drop-down menu.

    Note that the options and the field in the Work with Joint Ventures form header that was previously hidden are now visible in the personal form.

  4. To use the list view grid format, select Simple on the Show All Columns drop-down menu.

    Note that the Simple list view grid includes only certain information about each joint venture in a list format, such as the joint venture name, business unit, the person assigned to the joint venture, and the category code used.

  5. To view the hierarchy chart of a different joint venture, select the joint venture that you want to change in the list view grid.

    Alternately, you can also use the Joint Venture Name field on the chart form to search for and select a joint venture.

A.3 Reviewing the Joint Venture Hierarchy Using the P09J06 Program

To view the hierarchy of a joint venture in a standard EnterpriseOne form, use the Joint Venture Business Unit Hierarchy program (P09J06). This program provides the data for the joint venture hierarchy chart.

Perform the following tasks to view the hierarchy of a joint venture:

  1. From the Joint Venture Management module (G09J), click Advanced and Technical Operations, and then Review Joint Venture Business Unit Hierarchy.

  2. On the Review Joint Venture Business Unit Hierarchy form, enter the name of your joint venture in the Joint Venture Name field and click Search.

    The system populates data in the header and in the grid based on the joint venture that you entered. If your joint venture has project business units and child business units under them, you can review the association in the Project Number and Business Unit fields.

  3. Use the QBE (Query By Examples) fields in the grid to search for specific records in the joint venture.

You can access the Business Unit Master program (P0006) and the Address Book Revisions program (P01012) from the Row menu on the Review Joint Venture Business Unit Hierarchy form.