Set Up Data Security for Oracle Joint Venture Management

You must use data security to associate business units to joint venture users and their roles. This setup enables users to perform the following tasks:

  • As part of the setup of a joint venture, associate a business unit to the joint venture definition. This task is performed by a joint venture accountant or joint venture application administrator.

    The user can only view and select a business unit for the joint venture if the business unit has been assigned to the user and their role through data security.

  • View and manage joint venture transactions, distributions, and invoices in Joint Venture Management. A joint venture accounting manager has view only access to this data; a joint venture accountant can manage this data.

    By default, users can access all joint venture data in the Joint Venture Management work areas. But you can restrict access through data security so that a user can view or manage data for joint ventures if the business unit associated with the joint ventures has been assigned to the user and their role through data security.

  • Run the Joint Venture Management process to create invoices in Receivables for joint ventures. This task is performed by a joint venture accountant.

    The user can only create Receivables invoices for joint ventures if the business unit associated with the joint ventures has been assigned to the user and their role through data security.

Important: You must enable the “Data Security for Joint Venture Management” feature opt in before you can set up data security for the first two tasks in the preceding list. Release 24A is the final release in which this opt in is optional. After this release, the opt in will be auto enabled and you cannot disable it. Therefore, you must set up your Joint Venture Management users with data security if you haven’t already done so. After this release, your users won’t be able to perform these tasks without this setup.