B Delivered User Defined Objects for Joint Venture Management (Release 9.2 Update)

This appendix discusses delivered user defined objects (UDOs) that you can use with the Joint Venture Management system. It contains the following topic:

B.1 Joint Venture Management CafeOne Layouts

JD Edwards EnterpriseOne CafeOne layouts are a user interface framework that enables you to work with content from multiple sources within a single browser window. The CafeOne layouts enable you to view on one page the information that you use most.

See "Working with Content and Layouts" in the JD Edwards EnterpriseOne Tools Composite Application Framework (CafeOne) User's Guide.

This table describes the CafeOne layouts that can be used in the Joint Venture Management system:

CafeOne Layout Description
Joint Venture Hierarchy View Enables you to view the Joint Venture Hierarchy chart from within the Joint Venture Master program (P09J30). Using this layout, you can select a joint venture record on the Work with Joint Ventures form and view the hierarchy chart of the joint venture without leaving the form.

You can use this CafeOne layout along with the Basic personal form and the Simple list view grid. These UDOs are available on the Work with Joint Ventures form of the Joint Venture Master program (P09J30). When used together, these UDOs enable you to quickly review simplified data of a joint venture record from a list as you view the hierarchy chart of that record.

DistributionDocDetail Enables you to review the details of a distribution document (joint venture invoice, voucher, or journal entry) on the corresponding system (Accounts Receivable, Accounts Payable, or General Accounting) from within the Joint Venture Management programs.

You can access the layout on the following forms:

  • Revise Joint Venture Distribution Detail form of the Work with JV Account Ledger program (P09J12)

  • Revise Joint Venture Distribution Detail by Partner form of the JV Distribution Detail by Partner program (P09J12C)

  • Revise Joint Venture Distribution Detail by Document form of the Review Joint Venture Distribution Detail by Distr. Document program (P09J12D)

You can review the details of the following distribution document transaction types that are at the status Process Complete:

  • Invoice to bill the partners for joint venture expense

  • Voucher to pay the partners for joint venture revenue

  • Journal entry to bill or pay the inside partners for joint venture expense or revenue

  • Cash call journal entry to draw from the cash calls

DivisionOfInterest Enables you to access the Edit Division of Interest form alongside the Work with Division of Interest form. Using this layout, you can select a division of interest (DOI) record and review and revise the DOI information without leaving the Work with Division of Interest form.

You can access the layout on the Work with Division of Interest form of the Division of Interest program (P09J20).

DocumentDetail Enables you to review the details of a cash call ledger transaction on the corresponding system (Accounts Receivable, Accounts Payable, or General Accounting) from within the Review Cash Call Ledger form.

You can review the details of the transactions included in the following document types, which are recorded in the cash call ledger:

  • Invoice to collect the cash from the partners

  • Journal entry or voucher to refund the cash call amount to the partner

  • Journal entry to transfer the cash call to another cash call

Note: If you use a document type other than what is provided with the software (RI for invoice, PV for voucher, and JE for journal entry), you must update the condition in the CafeOne to use your document type.

You can access the layout on the Review Cash Call Ledger form of the Cash Call Definition program (P09J40).

CashCallLedger Enables you to access the Review Cash Call Ledger form alongside the Edit Cash Call Definition form. Using this layout, you can review the cash call ledger information for the selected cash call definition record without leaving the Edit Cash Call Definition form.

You can access the layout on the Edit Cash Call Definition form of the Cash Call Definition program (P09J40).


B.2 Joint Venture Management Personal Form

JD Edwards EnterpriseOne Personal Forms enable you to customize how your form is displayed. You can personalize a form based on your requirements, roles, and specific needs by hiding or showing, moving, renaming, resizing, and repositioning the controls in a form.

See "Personal Forms (Release 9.2.1)" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

This table describes the personal form that is available in the Joint Venture Management system:

Personal Form Description
Basic Enables you to view simplified data of each joint venture record on the Work with Joint Ventures form.

You can use this personal form along with the Simple list view grid and the Joint Venture Hierarchy View CafeOne layout. These UDOs are available on the Work with Joint Ventures form of the Joint Venture Master program (P09J30). When used together, these UDOs enable you to quickly review simplified data of a joint venture record from a list as you view the hierarchy chart of that record.


B.3 Joint Venture Management List View Grid

JD Edwards EnterpriseOne List View grid formats are personalized grid layouts that you can use to find and view records. List View grid format enables you to stack columns vertically so that the information displayed is compact and easy to find.

See "Working with the List View Grid Format (Release 9.2.0.5)" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

This table describes the list view grid format that is available in the Joint Venture Management system:

List View Grid Description
Simple Enables you to easily find and view joint venture records from a vertical list on the Work with Joint Ventures form.

You can use this list view grid along with the Basic personal form and the Joint Venture Hierarchy View CafeOne layout. These UDOs are available on the Work with Joint Ventures form of the Joint Venture Master program (P09J30). When used together, these UDOs enable you to quickly review simplified data of a joint venture record from a list as you view the hierarchy chart of that record.