Prerequisite

Before you complete the tasks in this section, set up the processing options for the version of the P09J20 program that you want to use to create approval lists.

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 approval lists, you must be using a version of the P09J20 that has this option set to 1. The system launches the form for approval list or DOI based on this processing option setup.

• Add Legal Entity

  This processing option is not used by approval lists; it is only used by DOIs.

• Approve the Approval List

  Specify whether to allow users to approve the approval list. If this processing option is set to allow users to approve the list, the system:

  • Enables the Date Approved field for each partner on the detail area of the Edit Approval List form

  • Displays the Approve column on the Work with Approval List form

    Users can click the approve icon on the Approve column to approve the list.

  • Displays Approve on the Row menu of the Work with Approval List form and on the Form menu of the Edit Approval List form

  Only users with approval authority must be able to use the version of the P09J20 program that has this processing option set to allow users to approve the approval lists. When you approve an approval list, the system automatically approves the joint venture master records in the Joint Venture Master table (F09J30).

On the Versions tab, set up the Legal Entities (P09J10) processing option with the version of the P09J10 program that you want the system to launch when you access the P09J10 program from the Row menu of the Edit Approval List form.