Project Management

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  • Brian Burns
    A/P Invoice Lines Not Reserved Against the Project Control...5.0
    Topic posted September 26, 2019 by Brian BurnsBlack Diamond: 60,000+ Points, tagged Payables, Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Management Mobile, Project Performance Reporting, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting, Project Resource Management 
    Title:
    A/P Invoice Lines Not Reserved Against the Project Control Budget
    Summary:
    For some reason there are A/P Invoices lines with the right project selected but they are either in Budget Status "not applicable" or "unreserved". Is there a way to correct this?
    Content:

    We use projects as a way to control spending so we set up multiple Projects and have budgetary control turned on at the Project level only. We are not using G/L budgetary control do date and do not load G/L Budgets.

    One issue we have is that there are invoice lines that have the correct Project selected but for whatever reason, the system did not reserve the funds against the control budget. Those invoices are validated, paid, and accounted. This has happened throughout the life of us using Projects.

    Has anyone come across this issue? And if an invoice line isn't reserved against the Project Control budget is there anyway to correct it so the Project balance shows the correct balance?

    We don't bill or invoice from projects module and we only code invoices to the projects through A/P invoices module.

     

    Thank you,

    Brian Burns

  • Gopal Somani
    Asset Invoice with Project Details7
    Topic posted September 9, 2019 by Gopal SomaniRed Ribbon: 250+ Points, tagged Payables, Project Costing 
    Title:
    Asset Invoice with Project Details
    Summary:
    Asset Invoice with Project Details
    Content:

    Hi Team,

     

    Requesting your inputs on below scenario -

    I am entering an AP invoice with 'Asset clearing account' and adding the project related information (Project, Expenditure type, Org, task etc.) I validated and accounted that invoices. Ran Create mass addition. I could see that the invoice got transferred to FA.

    I was expecting that since it is project related invoice, so it should not transfer to FA from payables. It should get transferred to FA by Project.

    Please let me what is wrong here or if my understanding is not correct 

    Please share the relevant document or links.

     

    Thanks in Advance !

  • kent steckbeck
    Reclassing an Expenditure type5
    Topic posted August 12, 2019 by kent steckbeckBlue Ribbon: 750+ Points, tagged Payables, Project Costing, Project Planning & Scheduling 
    Title:
    Reclassing an Expenditure type
    Summary:
    I'm trying to reclass or add to an expenditure type without affecting the GL.
    Content:

    How to add or reclass costs coded or miscoded to an expenditure type without affecting the G/L or having to invoice through Accounts Payable.

    Version:
    Oracle Cloud R13 19B
  • Sabarish Ganda
    While importing costs from an AP Invoice associated to a PO...Answered4
    Topic posted July 28, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Capital Projects, Payables, Project Costing 
    Title:
    While importing costs from an AP Invoice associated to a PO we do not see any successful transactions when we run the Import Costs process. Screenshots of invoice creation and import costs transactions process attached.
    Content:

    While importing costs from an AP Invoice associated to a PO we do not see any successful transactions when we run the Import Costs process. Screenshots of invoice creation and import costs transactions process attached. 

     

    Please check the attached Screenshots for more Information

    Version:
    R13 (19B)
    Image:
  • Phil Nibert
    AP invoice validation for invoice with an expenditure item...3
    Topic posted July 25, 2019 by Phil NibertRed Ribbon: 250+ Points, tagged Accounting Hub Cloud Service, Expenses, Payables 
    Title:
    AP invoice validation for invoice with an expenditure item date after the project end date
    Summary:
    AP invoice validation for invoice with an expenditure item date after the project end date
    Content:

    AP invoice validation for invoice with an expenditure item date after the project end date

    What options do we have?

    1. Extend the project end date to include the expenditure item date of the PO / invoice

    2. Is there a status code you can put on a project or task that allows training AP expense cost to hit a task even after the end date of a project?

    AP invoice error message.

    “The expenditure item date is outside the project dates. Update the project start and finish dates or the expenditure item date of the transaction”

     

    Version:
    Oracle Cloud Financials 19B