Copying a Division of Interest for a Joint Venture

To copy a DOI:

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

2. On the Work with Division of Interest form, search for the DOI that you want to copy.

   You can use the QBE fields in the grid or the header fields to filter records. To search for records that are effective as of a specific date, enter a date in the header Effective Date field.The system retrieves all records that are effective as on that date. You can click the visual assist for the Name field to search for DOI records by a combination of these values: name, status, and effective date.

3. Select the record that you want to copy and click Copy.

   The system displays the Copy Division of Interest form.

4. Complete the required Name and Description fields.

   You must enter a name that has not already been used for an approval list or for a DOI with the same effective date.

5. Update these fields as needed:

   • Purpose

   • Effective Date

6. Click Save.

7. On the Edit Division of Interest form, note that the status has been changed to In Progress, regardless of the status of the DOI you copied. If necessary, update this status.

8. Review and update the partner data as needed.

9. Click OK to save your changes.