1. Implementing Joint Venture Management
  2. Create Supporting References to Capture Project Details

Create Supporting References to Capture Project Details

You must be a user with the Financial Application Administrator role to create supporting references. This role includes the Joint Venture Administrator role, so you can use it to create supporting references and perform other joint venture application administrator tasks.

Create supporting references to capture the following project details in project-related transactions:

  • Project ID (Project)

  • Task ID (Task)

  • Expenditure Type ID (Expenditure Item Type)

  • Expenditure Organization ID (Expenditure Organization)

  • Expenditure Item Date (Expenditure Item Date)

  • Expenditure Business Unit ID

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

  2. Click Show - All Tasks and then select the Manage Supporting References task.

    Note: This is a shared task that's used by multiple products. It’s not specific to Oracle Joint Venture Management.

  3. On the Manage Supporting Reference page, click the Without Balances tab.

    You can set up supporting references with balances or without balances. Because these supporting references are not capturing amounts, use Without Balances.

  4. Click Add Row (+ icon), and in the new row, complete these fields:

    • Name

    • Short Name

      For the short name, enter a name that reflects the project information you are capturing, such as projectIDforJV, projecttaskIDforJV, and so forth. Remember these names because the short name represents the name of the supporting reference you need to select when configuring the Joint Venture System Options.

    • Description

  5. For each supporting reference, identify the source or sources of project-related transactions to which you want to capture project details. For example, you can use the same supporting reference to capture project details in journal entries entered into Payables, Inventory, Receipt Accruals, and so forth.

    1. Select a supporting reference, and then in the Sources area, click Select and Add.

    2. On Select and Add: Sources, complete these fields and then click Search:

      • Subledger Application

      • Event Class

    3. Click Search, and then select the source from the search results.

    4. Click OK.

      Make sure to identify all sources for each supporting reference.