Contents
1 Introduction to Joint Venture Management
2 Manage Joint Venture Data in Microsoft Excel
3 Identify and Distribute Joint Venture Transactions
- Overview of Joint Venture Transactions and Distributions
- Identify Joint Venture Transactions
- Create Distributions from Joint Venture Transactions
- Manage Joint Venture Transactions and Distributions
- Correcting Issues with Joint Venture Transactions and Distributions
4 Process Joint Venture Overhead
- About Processing Joint Venture Overhead
- Before You Can Process Joint Venture Overhead
- Apply Periodic Adjustments to an Overhead Method
- Generate Joint Venture Overhead Transactions
- Identify Joint Venture Overhead Transactions for Distribution
- Distribute Joint Venture Overhead
- Invoice Joint Venture Overhead
5 Create and Process Manual Joint Venture Source Transactions
- About Manual Joint Venture Source Transactions
- Create a Manual Joint Venture Source Transaction
- Identify Manual Joint Venture Source Transactions for Distribution
- Distribute Manual Joint Venture Source Transactions
- Invoice Manual Joint Venture Source Transactions
6 Manage Joint Venture Source Transactions
- Manage Joint Venture Source Transactions
- Access the Joint Venture Source Transactions Work Area
- Search for Joint Venture Source Transactions
- About Joint Venture Source Transaction Details
- Edit Joint Venture Source Transactions
- Delete Joint Venture Source Transactions
7 Set Up and Draw from Partner Contributions
- About Joint Venture Partner Contributions
- Methods to Create Partner Contributions
- Prerequisites to Setting Up Partner Contributions
- Create Partner Contributions from Partner Contribution Requests
- Create Partner Contributions Through a Scheduled Process
- Manually Create Partner Contributions
- Create Partner Contribution Invoices Through a Scheduled Process
- Manually Associate a Receivables Invoice or Journal Entry to a Partner Contribution
- Add Attachments to Partner Contributions
- Draw from Partner Contributions
- Manage Partner Contribution Requests
- Manage Partner Contributions
8 Create Invoices for Joint Venture Distributions
- About Creating Invoices for Joint Venture Distributions
- Prerequisites to Creating Joint Venture Invoices
- Run the Process to Create Joint Venture Invoices
- Update Accounting Information for Posted Joint Venture Invoices
- Review Joint Venture Invoices
- Correcting Issues with Creating Joint Venture Invoices
- FAQs When Creating Joint Venture Invoices
9 Process Internal Transfer Journals
- About Processing Internal Transfer Journals
- Before Processing Internal Transfer Journals
- Create Internal Transfer Journals
- Review Internal Transfer Journals
- Delete Unaccounted Internal Transfer Journals
10 Create Payables Invoices to Pay the Managing Partner for Nonoperated Joint Venture Costs
- About Payables Invoices for Nonoperated Joint Venture Costs
- Prerequisites to Creating Payables Invoices for Nonoperated Joint Ventures
- Run the Process to Create Payables Invoices to Pay the Managing Partner
- Update the Accounting Information for Posted Payables Invoices
- Review Joint Venture Payables Invoices
11 Process Transactions Based on Carried Interest Agreements
- About Processing Transactions for Carried Interest Agreements
- Before You Can Process Transactions for Carried Interest Agreements
- Create Carried Interest Distributions
- Review Carried Interest Distributions
- Delete Carried Interest Distributions
- Create Carried Interest Journals
- Review Carried Interest Journals
- Reverse Distributions Generated by a Carried Interest Agreement
12 Create Cost Adjustments for Project Costing
- About Creating and Sending Cost Adjustments to Oracle Project Costing
- Example of Creating Cost Adjustments for Oracle Project Costing
- Before You Can Create Cost Adjustments for Oracle Project Costing
- Create and Send Cost Adjustments to Oracle Project Costing
- Create Cost Adjustments
- Import Cost Adjustments into Oracle Project Costing
- Update Oracle Project Costing Status to "Process complete" for Processed Distributions
- Troubleshooting Issues with Cost Adjustments
13 Reverse Joint Venture Distributions
- Distribution Reversal Methods
- How Reversals are Processed Based on the State of the Distributions
- Reverse and Redistribute Distributions Due to a Retroactive Change in Ownership
- Reverse Distributions Manually
- Perform a Mass Reversal of Distributions
- Complete the Accounting of Reversed Distributions
- Process Reversed Cost Distributions to Create Credit Memos
- Process Reversed Revenue Distributions to Create Debit Memos
- Reverse Internal Transfer Journals
- Reverse Cost Distributions Associated with Partner Contributions
- Reverse Cost Adjustments in Oracle Project Costing for Reversed Distributions
- Manage Reversed, Redistributed, and Reassigned Distributions
- Distribution Reversal Examples
- Example of Reversing Joint Venture Distributions by Updating the Ownership Definition
- Example of When Reversal by Updating the Ownership Definition Includes Previously Reversed Distributions
- Example of Reversing Joint Venture Distributions Manually
- Example of Performing a Mass Reversal of Distributions
14 Manage Operational Measures and States
- About Operational Measures and States
- About Measure Types
- Add Measure Types
- Add Operational Measures
- Add and Manage Operational States
- Create Statistical Journal Entries for Operational Measures
- Manage Operational Measures and Statistical Journal Entries
15 Generate Reports for Joint Ventures
- About Joint Venture Reports
- Joint Interest Billing Reports
- Joint Venture Operational Reporting
- Audit Reports for Joint Ventures
16 Manage the Life Cycle of Joint Ventures
- About the Life Cycle of Joint Ventures
- Change Invoicing Partner and Stakeholder Names
- Manage the Life Cycle of Overhead Methods