Friday, September 30, 2016

Oracle Projects Integrating with Payables, Purchasing and Inventory Modules






























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.

  1. Create an Inventory Expenditure Type. In Oracle Projects, create an expenditure type with the transaction type class Inventory

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