Creating Approval Lists for Joint Ventures

To create an approval list:

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

2. To add a new approval list, click Add on the Work with Approval List form.

3. On the Create 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.

4. Optionally, complete the Purpose field.

5. Click Save.

   An approval list record is created with the header information that you entered.

   When you click Save on the Create Approval List form, the system displays the Edit Approval List form. The header fields are populated with the values that you entered.

6. In the detail area of the form, enter the insider business unit or the address number of the outside partner that needs to approve the joint venture.

   The outside partner can be a person or a valid address book number. This list does not have to match the partner list for the joint venture.

7. If necessary, update the Entity Type for the record.

8. To continue adding approvers, click in a new row in the detail area, and repeat steps 6 to 8.

9. When you have added all of the approvers for the joint venture, click OK.

   The approval list can now be added to the Joint Venture Master record. See Entering Joint Venture Master Records.