Copying Approval Lists for Joint Ventures

To copy an approval list:

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

2. On the Work with Approval List form, search for the record you want to copy.

   You can use the QBE fields in the grid or the header fields to filter records. The Status options in the header allow you to filter records that are approved, not approved, or both. Approved records are those that have an approved date.

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

4. On the Copy Approval List form, complete the Name and Description fields.

   You must enter a name that has not already been used for an approval list or for a DOI.

5. Update the Purpose field as needed.

6. Click Save.

   The system displays the Edit Approval List form. Note that all the approvers have been copied to the new record.

   Also note that the Date Approved values have been cleared, regardless of the values of the approval list you copied.

7. If you have the approval authority, enter approval dates, if necessary.

8. Click OK to save your changes.