About Oracle Joint Venture Management Users and Security

Set up security to provide users with access to Joint Venture Management features and data.

Joint Venture Management includes the following predefined roles, which are designed to reflect the users that you might need in your organization to manage the accounting of your joint ventures:

• Joint Venture Accountant
• Joint Venture Accounting Manager
• Joint Venture Application Administrator

Instead of assigning predefined roles to users, you're highly encouraged to create your own roles. You can add or remove duties, privileges, and data security in roles according to the job responsibilities of the users in your organization. You can add more than one role to a user, so you don't need to create a role that includes all privileges needed for a particular user. For more information about the recommendation to create your own roles to assign to users, see Guidance for Assigning Predefined Roles and Advisory Note on Subscription Impact.

In addition to setting up roles to assign to joint venture users, you must also perform the following security setup tasks:

• Set up data security for Joint Venture Management users.

  Data security provides users with access to joint venture data by business unit.

• Configure access to source journal entries from joint venture transactions and their subsequent distributions and invoices.

  This provides users with access to journal entries or transactions that are the source of joint venture transactions, distributions, and invoices.

• Configure access to customer data for Joint Venture Management users.

  This enables users to access customer information in Oracle Fusion ERP when setting up invoicing partners for joint ventures.

• Configure access to joint venture operational reporting in Oracle Transactional Business Intelligence (OTBI).

The following list describes the tasks that the different types of Joint Venture Management users can perform when set up with the prescribed security:

Joint Venture User	Tasks
Joint venture accountant	Create and manage joint venture definitions. Create and manage overhead methods. Create and manage account sets. Create and manage project sets. Create and manage ownership definition assignment rules. Run the Joint Venture Management processes in the Enterprise Scheduler Service application. For a list of the processes, see About Scheduling and Running Oracle Joint Venture Management Processes. Review and manage joint venture transactions, distributions, and invoices. Review and manage joint venture source transactions. Create and manage partner contributions. Add and manage operational measures and states for a joint venture. Create and manage carried interest agreements. Download, edit, and upload joint venture transactions and distributions data using Microsoft Excel spreadsheets that are integrated with Oracle Visual Builder Add-in for Excel. View only access to invoicing partners and joint venture system options. View only access to details of joint venture invoices in Oracle Receivables and Oracle Payables.
Joint venture accounting manager	Monitor joint venture data in the Joint Venture Accounting Manager Dashboard. View only access to invoicing partners, joint venture definitions, account sets, ownership definition assignment rules, overhead methods, carried interest agreements, and joint venture system options set up for joint ventures. View only access to details of joint venture invoices in Receivables and Payables.
Joint venture application administrator	Create and manage invoicing partners. Create and manage joint venture definitions. Create and manage ownership definition assignment rules. Create and manage account sets. Create and manage project sets. Create and manage carried interest agreements. Manage joint venture system options which include required and optional settings for your Joint Venture Management setup. Create and manage measure types. User rapid implementation spreadsheets (RIS) to set up joint ventures and other joint venture business objects. Set up the Joint Venture subledger.

With the prescribed roles, notice that both a joint venture application administrator and joint venture accountant can create and manage joint venture definitions. But only a joint venture application administrator can set up invoicing partners. This separation of duties provides a level of oversight and control to the joint venture application administrator. It helps to ensure that only partners identified in a joint operating agreement are set up as invoicing partners who will be invoiced for transactions associated with the joint venture.