Entering Division of Interest Assignment Rules

To enter DOI assignment rules:

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

2. On the Revise Division of Interest Assignment Rules form, click in a blank line in the detail area, and complete one or more of these fields. You must enter a value in at least one of these fields to create a valid DOI assignment rule.

   • Company

   • Joint Venture Name

   • Joint Venture Parent BU

   • Business Unit

     Note: In the Business Unit field, you can enter a parent, child, or individual business unit. When you save the rule, the system determines whether the business unit is a child of another business unit and determines the joint venture the business unit belongs to.

3. Optionally, you can complete these fields to further define your DOI assignment rule:

   • Object Account From

   • Object Account Thru

   • Subsidiary From

   • Subsidiary Thru

   Note:

   • When creating a rule to assign a DOI or a direct billed to partner based on an account, you must enter a value in one of these fields: Company, Joint Venture Name, Joint Venutre Parent Business Unit, or Business Unit. You cannot create a rule that contains only an object and subsidiary.

   • When the system evaluates account numbers, it evaluates the object account from and through values separately from the subsidiary from and through values.

   • You are not required to enter both a from and a through value for either object account or subsidiary. You can create a rule based on the from values or the through values only.

4. Complete the DOI Name field. This field represents the DOI that will be assigned to the financial transactions that match the rule criteria you entered in steps 2 and 3.

   If you want the entire amount to be billed directly to a single partner, you can specify the partner instead of specifying a DOI. If the partner is an outside partner, enter the address number of the partner in the Direct Billed To Outside Partner. If the partner is an insider, enter the business unit of the insider in the Direct Billed To Insider BU field.

   Note that you can have a value in only one of these fields: DOI Name, Direct Billed To Outside Partner, or the Direct Billed To Insider BU.

   Note: When you enter a value in any one of these fields (Company, Joint Venture, Joint Venture Parent Business Unit, or Business Unit), the system retrieves the values for the other fields in the hierarchy after you enter a DOI or a direct billed partner.

5. To mark the rule as inactive, select the Inactive option. You might choose to use this feature if you are creating rules that will be used in the future.

6. To add an attachment to the rule, select the row, and then select Attachment from the Row menu. Alternatively, you can double-click in the Attachment field on the selected row. Select the attachment, and then click OK to save the attachment.

7. To enter an additional rule, click in the next blank line in the detail area of the form, and complete the steps listed above.

8. When you have finished entering your rules, click OK to save your changes, and then click the Cancel button to exit the form.