Implementing Expenditures

Copyright 2004, Oracle. All rights reserved.

 Objectives

After completing this lesson, you should be able to do

the following:
Identify the expenditure type classes available in
Oracle Projects
Define setup steps related to expenditures

Copyright 2004, Oracle. All rights reserved.

 Agenda

Expenditure Definition
Listings

Copyright 2004, Oracle. All rights reserved.

 Expenditures Implementation Steps

Steps for Implementing Expenditures Required or Optional

Define expenditure categories Required
Define revenue categories Required

Define units Required

Define expenditure types Required

Define transaction sources Optional

Implement transaction control extension Optional

Implement autoapproval extension Optional

Expenditures Implementation Steps

Copyright 2004, Oracle. All rights reserved.

 Expenditure Categories

Example:

Expenditure Category Labor

Expenditure Type(s) Professional Clerical

Each expenditure type is assigned a single

expenditure category.

Copyright 2004, Oracle. All rights reserved.

 Define Revenue Categories

Example:
Revenue Category
Labor Revenue
Expenditure Type(s)
Event Type(s) Professional Clerical

Each expenditure type and each event type

is assigned a single revenue category.

Copyright 2004, Oracle. All rights reserved.

 Define Units

Oracle Projects predefines the You can define other units,

units "Currency" and "Hours" such as "Kilometers" or
"Cases"

Copyright 2004, Oracle. All rights reserved.

 Expenditure Type Classes

Straight Time

Inventory Overtime

Work In Process Expense Reports

Supplier Invoices Oracle Usages

Projects

Burden Transaction Miscellaneous

Transactions

Copyright 2004, Oracle. All rights reserved.

 Define Expenditure Types

Expenditure Category: Labor Expenditure Category:

Expenses
Revenue Category: Labor
Revenue Category: Other
Expenditure Type: Clerical
Expenditure Types: Airfare

Copyright 2004, Oracle. All rights reserved.

Multiple Expenditure Type Classes Per
Expenditure Type

Supplier Invoice

Materials
Inventory

Expenditure Type Expenditure Type Classes

Use the same expenditure type for

multiple classes of transactions.

Copyright 2004, Oracle. All rights reserved.

 Define Transaction Sources

Transaction
Import

Populate Transaction
Interface Import
Table Interface
Table
Expenditures

Specify the transaction source

when importing transactions into
Oracle Projects.

Copyright 2004, Oracle. All rights reserved.

 Predefined Transaction Sources

Examples of the predefined transaction sources:

Transaction Source Used to Import Records From

AP INVOICE Oracle Payables (supplier invoices)
ORACLE PAYABLES Oracle SelfService Expense

Oracle SelfService Time Oracle SelfService Time

Time Management Oracle Time Management

Oracle Time and Labor Oracle Time & Labor

Copyright 2004, Oracle. All rights reserved.

 Predefined Transaction Sources

Examples of the predefined transaction sources:

Transaction Source Used to Import

Inventory Manufacturing material costs
Inventory Misc Inventory issues and receipts
entered in the Miscellaneous
Transactions window in Oracle
Inventory
Work In Process Manufacturing resource costs

Copyright 2004, Oracle. All rights reserved.

 Transaction Control Extension
Validate Transaction

Transaction is within start and

completion dates of project/task

Project status allows new

transactions

Task is chargeable

Transaction controls at task/project

Standard levels
Validation

Transaction control extension

validation

Copyright 2004, Oracle. All rights reserved.

 AutoApproval Extension

Forward to
Approver

AutoApproval
Extension

Approve
For example, timecard
submit a
timecard

Copyright 2004, Oracle. All rights reserved.

 Agenda

Expenditure Definition
Listings

Copyright 2004, Oracle. All rights reserved.

 Listings

IMP: Expenditure Types Definition

IMP: Revenue Categories
IMP: Units Definition

Copyright 2004, Oracle. All rights reserved.

 Summary

In this lesson, you should have learned how to:

Identify the expenditure type classes available in
Oracle Projects
Define setup steps related to expenditures

Copyright 2004, Oracle. All rights reserved.