Edit Joint Venture Distributions

In the Joint Venture Distributions work area, you can make changes to distributions that haven't already been processed for downstream activities.

Changes to distributions in the Joint Venture Distributions work area are limited to 100 records at a time. Therefore, for mass updates, you're highly encouraged to use an Excel spreadsheet to make changes to joint venture distributions. Download the spreadsheet from the Joint Venture Distributions work area and follow the instructions in the spreadsheet to make changes as needed and upload your changes back to the work area. See Manage Joint Venture Data in Microsoft Excel for more information.

Here’s what you can change:

• Distribution Status

  You can change the Available to Process status to On Hold for distributions that you aren't ready to create invoices or journals for. You might need to do this for any distributions that have been called into question. When you determine if and how to process the distributions, you can reset the status to Available to Process.

• Distribution Only

  You can override the “Distribution Only” setting for distributions to exclude or include them in invoicing and other downstream processing.

To edit joint venture distributions:

1. Select the distributions you want to update:

   • Select one or more rows manually.

   • Or click the Select All checkbox above the first row if you want to update all distributions based on your filter criteria.

   Caution: When you use Select All, the application selects only the first 125 distributions displayed in the table. It won't update additional distributions that meet the search criteria without having to repeat the update. Therefore, for mass updates, you're highly encouraged to use the Excel spreadsheet.

2. Click Edit.

   The Distributions dialog box displays the number of selected distributions that can be updated.

3. On Edit Distributions, change the distribution status and the “Distribution Only” setting as needed.

4. Click Update.