Project Management

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  • gabriel kinovisques
    How to Incur Accruals for Indirect Projects1
    Topic posted 7:46 AM by gabriel kinovisquesRed Ribbon: 250+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing, Project Management, Project Performance Reporting, Project Planning & Scheduling, Project Planning, Budgeting, & Forecasting, Project Resource Management, Reports, Sample Reports, Tip 
    Title:
    How to Incur Accruals for Indirect Projects
    Summary:
    Expense Accruals for indirect Projects
    Content:

    Hello :

    We have a business requirement :

    The company provide one benefit to the employee called Mobile Phone for Managers up to 200 USD per Month.

    At the end of the Month the carrier i.e. ATT send the invoice to be paid for example 10,000 USD for all the mobiles phones and the AP invoice is fully paid to ATT.

    Once the ATT invoice has been paid Finance team review the invoice for each employee in order to check review the 200 USD threshold, so for example one manager spend 250 USD instead of 200 USD.

    In this case the manager owes 50 USD for the difference and this amount will be deducted from his payroll.

    Finance teams wants to book and expense accrual through Projects

    Debit Expense

    Credit Accrual

    This journal will be send to Payroll in order to deduct this amount for his payroll, and once they process the monthly Payroll they will send a Journal to be posted in General Ledger in order to confirm that 50 USD were deducted from his Payroll.

    Debit Accural 50

    Credit Banks or Wedge deductions 50

    Can we book those Expense Accruals troughs Projects or shall we book them trough GL instead ? If we book through GL we do not have a segment called Project.

    Please Advise

     

     

     

     

     

     

     

  • Durgaprasad Mohapatro
    Create Project Contract from Projec contract template only
    Topic posted 11:47 AM by Durgaprasad MohapatroSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts 
    Title:
    Create Project Contract from Projec contract template only
    Content:

    Hi All,

    Is there a way, we can force all users to create a contract from contract template only?

    currently, there are two ways of creating contract - 1. from manage contract template 2.from manage contracts

    thanks,

    Durga 

  • Kim Puls
    Mass submit Draft invoices to Submitted for a specific...4
    Topic posted November 5, 2019 by Kim PulsSilver Medal: 2,000+ Points, tagged Project Billing & Revenue, Project Contracts, Project Costing 
    Title:
    Mass submit Draft invoices to Submitted for a specific customer
    Summary:
    Is it possible to mass submit draft invoices to submitted for a specific bill to customer?
    Version:
    R13-19C
  • gabriel kinovisques
    How to seup an intercompany Project through Contracts2
    Topic posted November 7, 2019 by gabriel kinovisquesRed Ribbon: 250+ Points, tagged Project Billing & Revenue, Project Contracts 
    Title:
    How to seup an intercompany Project through Contracts
    Summary:
    Intercompany Projects
    Content:

    Hello 

    I would like to setup an intercompany Projects Contract , however I got an error message :

    The invoice classification and revenue classification combination for the bill plan and revenue plan is invalid.

     

    Please Advise

    Document:
  • Michelle Swisher
    Attribute TaskName1 error when entering a Project...4
    Topic posted November 6, 2019 by Michelle SwisherBlue Ribbon: 750+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts, Project Costing, Project Management 
    Title:
    Attribute TaskName1 error when entering a Project Transaction online
    Summary:
    Attribute TaskName1 error when entering a Project Transaction online
    Content:

    We are sometimes receiving the attached error message when entering a new project transaction online.  Has anyone else received this error?  Here at KU we don't have multiple tasks per project.  Any help would be much appreciated.

     

    Thanks,

    Michelle

    Version:
    R13 19D
    Image:
  • Paul Fernandez
    Functionality Differences Between Projects and Grants...7
    Topic posted October 18, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Capital Projects, Grants Management, Project Billing & Revenue, Project Contracts, Project Costing 
    Title:
    Functionality Differences Between Projects and Grants Accounting
    Summary:
    Functionality Differences Between Projects and Grants Accounting
    Content:

    Hi Everyone,

    Does anyone know of any documentation from Fusion of the differences between Projects Vs Grants.
    Here is a link  to an old documentation of Grants from EBS that lists the differences as to what is supported vs not supported in Projects Vs Grants (sample of what I am looking for).

    https://docs.oracle.com/cd/E18727_01/doc.121/e13567/T237204T237207.htm#T237263
    Functionality Differences Between Projects and Grants Accounting

    I am looking for something similar in Fusion to have better understanding of what is supported and not in Grants Vs Projects in Fusion.

    Any help would be appreciated.

    Thanks

    --Paul

  • 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

  • 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:
  • Paul Fernandez
    Is Borrowed and Lent Cross Charges supported in Fusion...2
    Topic posted October 20, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts, Project Costing, Public Sector 
    Title:
    Is Borrowed and Lent Cross Charges supported in Fusion Grants?
    Summary:
    Is Borrowed and Lent Cross Charges supported in Fusion Grants?
    Content:

    Is Borrowed and Lent Cross Charges supported in Fusion Grants?

    There is documentation in EBS that clearly states Borrowed and Lent CrossCharges is not supported in Grants compared to Projects. However, I am not finding anything similar in Fusion.

    After configuring all the necessary setups for Borrowed and Lent, I am trying to create a Borrowed and Lent CrossCharge transaction and when I run the Generate Borrowed and Lent Amounts process, the Identify Cross-Charge Transactions: Generate Output Report shows 0 records.

    Trying to understand, if I am missing something or if this feature is supported at all by Fusion Grants.

    Your feedback is truly appreciated.

    Thanks and regards

    --Paul
     

     

    Version:
    19C
  • Paul Fernandez
    How to get the Project Contract invoices (conversion...2
    Topic posted September 28, 2019 by Paul FernandezBronze Medal: 1,250+ Points, tagged Grants Management, Project Billing & Revenue, Project Contracts 
    Title:
    How to get the Project Contract invoices (conversion invoices) in 'Accepted' status without having any impact in AR?
    Summary:
    How to get the Project Contract invoices (conversion invoices) in 'Accepted' status without having any impact in AR?
    Content:

    Hi All,
    We are trying to convert Project Contract invoices (historic and already paid).
    Standard process is that we Transfer the invoices to AR and run Auto Invoice process in AR and run the Tieback or Confirm Invoice Acceptance Status in Receivables from Projects to make the invoices 'Accepted'. But, since these are conversion invoices, we do not want these to have any impact in AR.

    However, trying to figure out the best way to get the invoices in 'Accepted' status in Projects without having any impact in AR.
    I assume many people have had to do this and gone through this process as part of conversion efforts.

    Some Metalink documents suggest having a web service to update the invoice status to 'Accepted'.
    Can someone suggest the best approach to deal with this.

    Appreciate your feedback.

    --Paul

    Version:
    19C