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 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:

    The list of project values might include several projects to choose from. If so, 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.