Import Joint Venture Setup Data

Import your joint venture setup data into a target environment.

Caution: To import a joint venture definition that has a default ownership definition and a status of Active, you must import the configuration package twice. This helps to ensure that the joint venture definition is imported properly into the target environment. If you don’t, after the import, you will need to manually set the default ownership definition and change the status of the joint venture definitions to Active in the target environment.

1. In the target environment, access the Setup and Maintenance work area.

2. Select Financials from the Setup drop-down list.

3. In the Joint Venture Management functional area row, click the drop-down list, Import, Create New.

4. In the confirmation, click Yes to confirm that the Financials offering setup data has been imported or exists in the target environment.

5. On Import Offering Setup Data, click Browse next to Configuration Package.

6. Locate the exported zip file and click Open.

7. Under Import Options, select “Import feature selection” if the dependent feature opt-ins for Joint Venture Management haven’t been enabled in the target environment.

   The exported configuration package includes feature opt-ins for the exported functional area. The import process enables the dependent features that were enabled in the source but aren't enabled in the target. The opt-in configuration of any other dependents in the target remains unchanged.

8. You can also select the options to compare setup data prior to the import or after the import.

9. Click Submit.

10. Click OK on the confirmation that the import has been submitted.

11. Check the status of the import under the Setup menu at the top of the page.

12. When the status changes to "Waiting for manual import," click the status link.

13. Although Supporting Reference objects were excluded from the export, FSM prompts you to include them in the import. Because they aren't used, you can resume the import process to ignore this data.

14. Click Resume, and then when prompted, clear the "Pause process each time manual import setup data is required" option, and then click Yes to continue the import.

15. Import the exported configuration package a second time to complete the setup of the default ownership definitions and active joint venture definitions.