Define a Partner Contribution Request Based on Open Distribution Amounts

Define a partner contribution request to recover the open distribution amounts for stakeholders in the Joint Venture Distributions work area.

On the Home page, click Joint Venture Management, Partner Contribution Requests.
On Partner Contribution Requests, click Add.
Or click Manage in Excel and use the spreadsheet to add multiple partner contribution requests. The spreadsheet contains instructions on how to complete the columns, which reflect the fields in the user interface and include a list of values for fields when applicable.
On New Partner Contribution Request, Details section, enter a name and description for the partner contribution request.
At this point, you can save and close the request, save it and create another request, or continue adding values to the other fields.
Complete these fields in the Details section:
- Joint Venture. Select the joint venture that you want to associate this partner contribution request with. Only joint ventures in Active status are displayed in the list.
- Joint Venture Partner Contribution Account. Identify the default liability account that will be used to record invoice amounts in Oracle Receivables when creating invoices for partner contributions.
  
  Click the field and select each segment value to identify the account, or use the search filters to identify the account.
- Start Date and End Date. Enter the date range when the partner contribution request is valid.
  
  If you set up the request to use an ownership definition, then this date range is also used to identify which ownership definition to use to filter the distributions to settle the open amounts.
- Status. The default status is Pending. When you are ready to use the partner contribution request to create partner contributions, you must change the status to Active.
In the Amount section, select the Use Open Distribution Amount check box to create partner contributions based on the open distribution amount for each stakeholder.
Optionally, complete one of the following fields:
- Ownership Definition. Select an ownership definition to filter the open amounts from only those distributions associated with the specified ownership definition.
- Direct Billed Stakeholder. Select a stakeholder to filter the open amounts from only those distributions associated with the specified stakeholder.
Complete the following fields in the Amount section as needed:
- Currency. Select a preferred currency to assign to the amount. The partner contributions will be created in this currency.
  
  Leave this field blank to use the currency of the primary ledger associated with the business unit on the joint venture.
- Conversion Date. If you selected a preferred currency, you must select a conversion date to use for retrieving the currency conversion rate. From the drop-down list, select either partner contribution start date or system date. If you leave this field blank, the system date is used as the default conversion date.
In the Schedule section, select a frequency for processing the partner contribution request:
- Daily
- Weekly
- Monthly
- One-time
If you select a weekly frequency, you must complete the following fields:
- Start Day.
- End Day. This shouldn't be the same as the start day.
- Run Day. Select either the First Day of the Following Week or the Last Day of the Current Week to run the partner contribution request.
If you select a monthly frequency, you must complete the Run Day field. Select either the First Day of the Following Month or the Last Day of the Current Month.

If you select a one-time frequency, Joint Venture Management automatically uses the partner contribution request end date as the run day.