Prerequisite

Before you complete the tasks in this section, set up the processing options for the version of the P09J20 program used to create DOIs.

On the Process tab, you set up these processing options:

• Partner List Type

  Specify which type of record this program creates. You can choose to create approval lists or DOIs. A DOI is a list of the percentage splits by partner in a joint venture. An approval list is a list of the partners and entities that need to approve the joint venture.

  Note that to create DOIs, you must be using a version of the P09J20 that has this option set to blank. The system launches the form for approval list or DOI based on this processing option setup.

• Add Legal Entity

  Specify whether the system automatically creates a legal entity record when the address book number used on the DOI does not have a corresponding record on the Joint Venture Legal Entities table (F09J10). If the system creates a record, the value in the Legal Name field is copied from the Address Book table (F0101) Alpha Name field. Additionally, the system uses the value on the DOI to specify the Entity Type (if it is available), and the system date as the Effective Date value for the F09J10 record.

  Note: If you enter an Insider Business Unit on the DOI, the system retrieves the address book number from the business unit master to determine if a legal entity record exists for that partner. If no address book number exists on the business unit master, the system will not create a legal entity record for that partner, regardless of how this option is set.

• Approve the Approval List

  This processing option is not used by DOIs; it is only used by approval lists. You use this processing option to specify whether to allow users to approve the approval list.

On the Versions tab, you set up this processing option:

• Legal Entities (P09J10)

  Specify which version of the Legal Entities program (P09J10) the system launches when you access the program from the Form menu on the Edit Division of Interest form.