1. Implementing Joint Venture Management
  2. Upload Setup Data

Upload Setup Data

Because of data dependencies, you must upload the spreadsheets in this order:

  • System options

  • Invoicing partners

  • Joint venture definitions

Note: If you fully defined each joint venture definition in the RapidImplementationForJointVenture.xlsm, including specifying the joint venture as Active, then you will need to upload the generated zip file twice. Otherwise, the joint venture status will be reverted from Active to Initiated. This is due to data dependencies between joint ventures and their associated ownership definitions. The second upload sets the joint venture definitions back to Active.

  1. Navigate to Tools, Scheduled Processes.

  2. Click Schedule New Process.

  3. On Schedule New Process, enter %joint venture% in the Name field and press Enter to search on the available ESS processes for Oracle Joint Venture Management.

  4. In the list of ESS processes, select Upload Joint Ventures and click OK.

  5. Click OK again.

  6. On Process Details, click Browse under the Basic Options section and locate the zip file that you generated from the RIS.

  7. Click Submit.

  8. In the Confirmation dialog box, note the number of the process and click OK.

  9. On the Overview page, enter the process number in Process field and click Search to check the status of the upload.

  10. After the import completes, verify that the system options, invoicing partners, and joint venture definitions have been added in the applicable Joint Venture Management work areas.

Note: If you use the spreadsheet for subsequent data uploads, some settings in the application may be overridden with the default values set by rapid implementation.