Add an Invoicing Partner

These steps describe how to add invoicing partners one at a time to Oracle Joint Venture Management. As an alternative, you can add all your invoicing partners at once by uploading them from a rapid implementation spreadsheet.

See About Joint Venture Rapid Implementation for more information.

To add an invoicing partner:

1. Navigate to Setup and Maintenance and select the Joint Venture Management functional area under the Financials offering.

2. Click the Manage Invoicing Partners task.

3. On Invoicing Partners, click New Invoicing Partner (+ icon).

4. On New Invoicing Partner, enter the following details:

   • Invoicing Partner Name. Use all upper case characters and no spaces. If you don’t, the application will automatically adjust the name according to the naming convention.

   • Business Unit. Begin entering the name of the business unit until it appears in the list, and then select it.

   • Description.

   • Status. The default is Pending. You must change it to Active before you can add the invoicing partner as a stakeholder in a joint venture.

   Note: You can’t change the status to Active until you add a business unit and customer or supplier information.

5. To enter customer information, complete these fields:

   • Customer. Enter the first three characters of the customer name and then select it from the list.

   • Customer Site. Select if available.

     The application displays the tax registration number and party number for the customer, if available.

6. To enter supplier information, complete these fields:

   • Supplier. Begin entering the name of the supplier until it appears in the list for you to select.

   • Supplier Site. Select if available.

     The application displays the tax registration number and party number associated with the supplier, if available.

7. If you want to use a different currency for the invoices generated for the stakeholders associated with this invoicing partner, select the currency in the Invoice Currency Override field. If needed, you can also override this currency in the Stakeholders work area.

8. To enter information for joint interest billing report, complete these fields:

   • Joint Interest Billing Report Template. Enter the name of the report template that you want to use for printing the joint interest billing report for stakeholders associated with this invoicing partner. This report template must exist in the BI Publisher catalog for Joint Venture Management. The name of the predefined template for stakeholders is “Joint Interest Billing For Stakeholder.”

   • Joint Interest Billing Report Output Format. Select the output format to print the joint interest billing report for the stakeholder.

9. Submit the invoicing partner to save it and return to the invoicing partners page.