Implementing Oracle Payables for Projects Integration
Install and implement
Oracle Payables if you want to do either of the following:
- Import Projects expense reports into
Payables, and use Payables to pay the expense report
- Use supplier and invoice information you
enter in Payables to create expenditure items for projects in Oracle
Projects
Defining Payables Options
When you integrate Oracle
Projects with Oracle Payables, you define the following options in the Expense
Reports region of the Payables Options window of Oracle Payables.
You import Oracle Projects
expense reports to Oracle Payables and then use Oracle Payables to pay the
expense reports. The employee must be a supplier to successfully import expense
reports. You can either manually enter all employees as suppliers, or you must
enable the Automatically Create Employee as Supplier Payables option. If you
enable the option, you can set defaults for the suppliers that the system
creates during Payables Invoice Import.
·
Automatically Create Employee as Supplier
If you do not manually
enter employees as suppliers, enable the Payables option for automatically
creating suppliers from employee information. If you enable this option, Oracle
Payables enters the employee as a supplier the first time it imports an expense
report for the employee. Payables Invoice Import cannot create invoices from
expense reports if the employee is not a supplier and you have not enabled this
Payables option.
·
Terms/Pay Group/Payment
Priority
If you enable the
Automatically Create Employee as Supplier option in the Expense Report Payables
Options, Oracle Payables will use the default values you supply to create the
supplier records during Payables Invoice Import.
·
Apply Advances
This option determines the
default value for the Apply Advances option in the Expense Reports window. If
you enable this option, Oracle Payables applies advances to employee expense
reports if the employee has any outstanding paid advances.
·
Hold Unmatched Expense Report Invoices
If you enable the
Automatically Create Employee as Supplier Payables option, this option defaults
for the suppliers and supplier sites Payables creates during Invoice Import.
When this option is enabled for a supplier site, Payables requires that you
match each invoice for a supplier site to a purchase order or receipt.
Implementing
Oracle Purchasing for Projects Integration
Install and implement
Oracle Purchasing if you want to use Oracle Purchasing to enter project–related
requisitions and purchase orders, and then report outstanding committed costs
of requisitions and purchase orders on your projects.
Profile Options for Project–Related
Invoices and Documents
Set the following profile options for project–related invoice and
document entry:
·
PA: Allow Override of PA Distributions in AP/PO: Specify whether a user
can update the Accounting Flexfield
Combination for Oracle Projects distributions in Payables and
Purchasing.
·
PA: Default Expenditure Organization in AP/PO: Specify the default
expenditure organization for project–related information in Payables and
Purchasing.
·
PA: Expenditures Per Set: Specify the number of expenditures to process
in each set during the processes that interface transactions to Payables.
·
PA: Expense Report Invoices per Set: Specify the number of expense
report invoices to process in each set.
·
PA: Summarize Expense Report Lines: Specify how expense report lines in
an expense report are summarized when you interface expense reports to Oracle
Payables.
·
PA: Transfer DFF with AP: Specify whether descriptive Flexfield segments
are interfaced from Oracle Payables to Oracle Projects and from Oracle Projects
to Oracle Payables.
Implementing
Oracle Inventory for Projects Integration
Integrating
Projects with Inventory without Project Manufacturing. You can implement
Inventory to Projects integration so that you can issue from inventory to
projects without installing Project Manufacturing. To implement this integration, follow these steps:
1.
Enable Project Cost Collection. In
the Organization Parameters window in Oracle Inventory, enable the Project Cost
Collection Enabled box. See Defining Costing Information.
2.
Create a Project–Enabled Transaction
Type. See: Define Project–Related Transaction Types in Oracle Inventory:
page 3 – 176.
3.
Set the INV: Project Miscellaneous
Transaction Expenditure Type Profile Option. In Oracle Inventory, set the
value of this profile option to User Entered. With this setting, you must enter
expenditure types for project miscellaneous transactions. See Inventory Profile
Options, Oracle Inventory User’s Guide.
- Create an Inventory Expenditure Type. In Oracle Projects, create an expenditure type with the transaction type class Inventory
No comments:
Post a Comment