Project Management

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  • Durgaprasad Mohapatro
    Time bound Project Invoice Approval2
    Topic posted October 15, 2019 by Durgaprasad MohapatroSilver Medal: 2,000+ Points 
    Title:
    Time bound Project Invoice Approval
    Content:

    Is there anyway, we can enforce a rule that if the project invoice is in submitted status for a certain period, then it will be auto approved.

    i.e. Lets say, an invoice is submitted on 10th Oct, and So, after two days, if the invoice is still in approvers queue., it should get autoapproved.

     

    Thanks,

    Durga

  • Durgaprasad Mohapatro
    Streamline project invoice to receivables7
    Topic posted October 15, 2019 by Durgaprasad MohapatroSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts 
    Title:
    Streamline project invoice to receivables
    Content:

    Hi All,

    I am looking to create a streamlined PPM to AR process as below. Kindly share your advise and thoughts for how to achieve this.

    So, I will be creating a job set and scheduling the below ones. But please let me the feasibility of this.

    1. Automatically release all approved invoices with current date (I believe there is a REST API, but is it going to release with sysdate? and Can we schedule this as a process?)
    2. Automatically Transfer all released invoices to AR (Standard Transfer to AR process is available, Need to run for each BU, without any other parameters)
    3. Automatically Import all transferred invoices to AR (Standard Autoinvoice process is available)
    4. Automatically Confirm the tie back from AR (Standard tie back process is available)

    Thanks,

    Durga

  • Kim Puls
    Billing and Receipt History report1
    Topic posted November 5, 2019 by Kim PulsSilver Medal: 2,000+ Points, tagged Project Billing & Revenue 
    Title:
    Billing and Receipt History report
    Summary:
    I need to find this, how do I get there?
  • Raj Mohanraju
    Primavera integration to Fusion PPM55.0
    Topic posted February 19, 2019 by Raj MohanrajuRed Ribbon: 250+ Points, tagged Capital Projects, Project Billing & Revenue, Project Costing, Project Management, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting 
    Title:
    Primavera integration to Fusion PPM
    Summary:
    Primavera integration to Fusion PPM
    Content:

    Has anyone implemented Primavera integration to Fusion PPM using Oracle Fusion Project Integration Gateway.

    What's your experience? Is this real time or batch process? Have you encountered any specific issues during design and deployment?

    I'm keen to know integration around project creation and updates, tasks creation and updates, budgets creation and updates, forecasts creation and updates. Is it also possible to update EVM [earned value management] result too.

  • gabriel kinovisques
    R13 Project Billing & Revenue Accounting2
    Topic posted October 31, 2019 by gabriel kinovisquesRed Ribbon: 250+ Points, tagged Project Billing & Revenue 
    Title:
    R13 Project Billing & Revenue Accounting
    Summary:
    R13 Project Billing & Revenue Accounting
    Content:

    Hello 

    Will you please share with me the Project Billing & Revenue event accounting.

    Best Regards

  • Paul Fernandez
    How to create a Transaction Source with the Document of...4
    Topic posted October 23, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Costing 
    Title:
    How to create a Transaction Source with the Document of ‘Commitment Source’
    Summary:
    How to create a Transaction Source with the Document of ‘Commitment Source’
    Content:

    How to create a Transaction Source with the Document of ‘Commitment Source’.

    We have a requirement to create encumbrance for Payroll Costs and it needs to be a Commitment and not Actual. What is the best way to address this requirement.

    While trying to create a Transaction Source with the Document of ‘Commitment Source’ and Commitment Type ‘External’ (because it is not a Reqn/PO/Supplier Invoice), and while creating the Document Entry, every field is getting grayed out in the Document Entry and the Expenditure Type Class defaults to Supplier Invoices.

    Attaching a doc with screenshots.

    Any idea/suggestion is greatly appreciated.

    Thanks

    --Paul

  • Donna Brubaker
    Loading Project Costs with an invalid Expenditure Org6
    Topic last edited October 28, 2019 by Donna BrubakerGreen Ribbon: 100+ Points, tagged Grants Management, Project Costing, Project Management 
    Title:
    Loading Project Costs with an invalid Expenditure Org
    Summary:
    Loading Project Costs with an invalid Expenditure Org is no longer causing an error
    Content:

    Oracle Cloud Project Costing - Previously when Project Costs were uploaded with a Project/Expenditure Organization that was different than the one associated to the Project/Contract, the user received an error message.  This is no longer happening, Oracle Cloud will now allow costs to be loaded with the incorrect Project/Expenditure Organization.  It appears the Cross Validation Rules are no longer giving an error.  Has anyone else noticed this?  Is this controlled by a configuration setting?

     

    Thanks,

    Donna

    Version:
    R13 19C
  • Raj Mohanraju
    REST API to update contracts3
    Topic last edited June 20, 2019 by Raj MohanrajuRed Ribbon: 250+ Points, tagged Project Billing & Revenue, Project Contracts, Project Management 
    Title:
    REST API to update contracts
    Summary:
    REST API to update contracts
    Content:

    We have a need to bulk update contracts used in project billing and I would like to receive your thoughts.

    These are typically what we are looking to update for over 1000+ contracts. Some contracts will have 100's of new lines to be added. So it is an impossible task to turnaround manually.

    1. Close contracts by passing Status Code = CLOSED; Close Date = 04/01/2019; Close Reason Code = CONT_COMPLETED.

    Sample attached.

    I have attempted this using the contract loader template but received error messages like below:

    OKC-OKC_ODI_INVALID_STATUS (OKC- -1) Details: OKC-OKC_ODI_INVALID_STATUS

    Cause: The message, OKC-OKC_ODI_INVALID_STATUS, can not be accessed. Action: Report this problem to an administrator.

    I have logged an SR, but less likely to be a quick fix.

    2. Add a new project into Contracts > Contract Lines > Associated Projects Tab

    I was told this is not supported by contract loader upload process as any update that would trigger an amendment is not supported by the contract import process.

    As a result we are now exploring opportunities using REST API's and any guidance will be useful.
     

     

    Document:
  • Rebecca Walker
    Crediting Partially Invoiced Transactions1
    Topic posted October 28, 2019 by Rebecca Walker, tagged Project Billing & Revenue 
    Title:
    Crediting Partially Invoiced Transactions
    Summary:
    unable to create a credit memo for partially invoiced transactions
    Content:

    Six invoices with partially invoiced transactions were released and interfaced with AR. The partially invoiced transaction is due to the hard limit being reached on the contract line. Once identified, four invoices were credited in full with no issues but two invoices cannot be credited in full. When cancel invoice is selected, a credit memo is created for only the transactions that were invoiced in full however the partially invoiced transaction is flagged as uninvoiced in Manage Project Costs.

    Has anyone else experienced this issue and were you able to resolve it?  If so, how?

    Version:
    19C
  • gabriel kinovisques
    R13 Can we generate a Credit Memo from Projects to ARAnswered1
    Topic posted October 29, 2019 by gabriel kinovisquesRed Ribbon: 250+ Points, tagged Project Management, Project Performance Reporting 
    Title:
    R13 Can we generate a Credit Memo from Projects to AR
    Summary:
    R13 Can we generate a Credit Memo from Projects to AR
    Content:

    Hello 

    I was wondering if I can generate a credit memo in Projects and then transfer to AR.

    Thanks for your help

    Best Regards