1. Implementing Joint Venture Management
  2. Before You Add Invoicing Partners

Before You Add Invoicing Partners

Joint venture application administrators with an additional security setup can add invoicing partners. Contact your administrator to make sure that your user profile is set up correctly. See About Oracle Joint Venture Management Users and Security for more information.

Ensure that customers, suppliers, and the business unit that you associate to invoicing partners are set up properly:

  • For customers, make sure that the tax registration number, receipt method, and contact information are included in the customer profile. The Create Invoicing Partner page can’t display a customer if this information isn’t part of the customer profile. See Customer Account Information for more information.

  • For suppliers, make sure that contact information is included in the supplier profile. The Create Invoicing Partner page can’t display a supplier if this information isn’t part of the supplier profile. See Supplier Profiles for more information.

  • In the business unit setup, you must assign the appropriate reference data set to the customer account relationship and customer account site reference data objects. See Reference Data Sets for more information.

  • Before you add customer information for an invoicing partner, make sure that the Receiving option is enabled for the business unit that you associate with the invoicing partner. You enable this option in the Business Unit Functions page for the business unit. You can create accounts receivable invoices for joint venture partners only when the Receiving option is enabled for the related business unit. See Business Functions for more information.

When you set up an invoicing partner, you can specify a currency override to use in invoices generated for the stakeholders associated with this invoicing partner. To view recently used currencies in the Invoice Currency Override drop-down list, contact your application implementation consultant to set up the ORA_OARS_ENABLED profile option with a value of “Y” for the desired profile level. When set up as described, this profile option also displays recently used invoice currency overrides in the Stakeholders work area and recently used currencies in the Partner Contribution Requests work area.