Prerequisite

Before you complete the tasks in this section:

  • Create an approval list if you are using approval list to approve your joint venture.

    See Setting Up Approval Lists for Joint Ventures.

  • Set up the following processing options for the P09J30 program on the Versions tab:

    • JV Distribution Summary by Partner (P09J12B)

      Specify the version of the P09J12B program that you want the system to launch when you access the P09J12B program from the Row menu of the Work with Joint Ventures form. If you do not specify a version, the system uses ZJDE0001 as the default version.

    • Division of Interest/Approval List (P09J20)

      Specify the version of the P09J20 program that you want the system to launch when you click Approval List from the Row menu of the Work with Joint Ventures form or from the Form menu on the Edit Joint Venture form. If you do not specify a version, the system uses ZJDE0002 as the default version.

      Note:

      The system issues an error if you specify ZJDE0001 in this processing option and attempt to access Approval List from the Row or Form menu of the P09J30 program. This is because ZJDE0001 is the version for Division of Interest (DOI).

      If you specify ZJDE0003 version in this processing option and the P09J20|ZJDE0003 version has the Approve the Approval List processing option set to blank (Do not allow approval list to be approved), you will not see the Approval List menu option on the Row or Form menu of the P09J30 program.