1. Joint Venture Management Implementation Guide
  2. Approving an Approval List for Joint Ventures

Approving an Approval List for Joint Ventures

Note: To approve an approval list, you must use the version of the P09J20 program that has the Approve Approval List processing option set to allow users to approve the list. You have access to the approval features of the P09J20 program only if you are allowed to use this version of the program.See Prerequisite.

To approve the approval list:

  1. From the Joint Venture Management module (G09J), click Advanced and Technical Operations, and then Approval List with Approve Option.

    The system displays the Work with Approval List form. There are three methods you can use to approve an approval list:

    • Click the approve icon for the record that you want to approve.

      Note that this icon does not appear if the approval list is already approved.

    • Select the record you want to approve and click Approve on the Row menu.

    • Select the record you want to approve and click Select. Then, click Approve on the Form menu of the Edit Approval List form.

    To approve an approval list, at least one entity must be included in the approval list and the approval list must already be attached to a joint venture.

    Regardless of the method that you choose to approve the approval list, the system displays a confirmation form.

  2. Review the information provided on the confirmation form and specify an approval date to use on all records that do not currently have an approval date.

    If you do not enter a date, the system date is used.

  3. Click OK.

    The system enters the specified date on all records that do not include an approval date, and also populates the Date Approved field on the header of the Edit Approval List form. Additionally, the system automatically approves the joint venture to which this approval list is assigned.

    The approval list record becomes read-only and cannot be updated.