Before You Create Ownership Definition Assignment Rules
Before you create ownership definition assignment rules for a joint venture:
- Make sure that the ownership definition or direct billed stakeholder that you want to use in an assignment rule has been set up in the joint venture definition. The lists of ownership definitions and direct billed stakeholders that you can choose from in an assignment rule are derived from the joint venture that you select for the assignment rule.
- If setting up assignment rules to apply to transactions in multiple accounts, you first need to set up a joint venture account set for identifying the accounts. You can then associate the account set to the assignment rule. See Overview of Joint Venture Account Sets for instructions on how to set up an account set.
- If you are creating assignment rules to apply to project-related transactions, make
sure that Oracle Joint Venture Management integration with Oracle Project Management
has been configured. Also, make sure that the accounts with project-related
transactions to which you want to apply assignment rules are identified in the joint
venture definition. See the following topics for more information:
- About the Oracle Joint Venture Management Integration with Oracle Project Costing Setup
- Identify Distributable Transactions by Project Values
The list of project values might include a large number of projects to choose from. If this is the case, you can ask your administrator to configure Joint Venture Management to display projects that are applicable only to the joint venture. See Set Up Oracle Joint Venture Management to Display Project Values by Joint Venture for more information.