Upload Setup Data

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

• System options

• Invoicing partners

1. Navigate to Tools, Scheduled Processes.

2. Click Schedule New Process.

3. On Schedule New Process, select Job as the Type.

4. In the Name field, enter "Upload Joint Ventures", click Enter, and then click OK.

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

6. Click Submit.

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

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

9. After the import completes, verify that the system options and invoicing partners 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.