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Cost Transfer Functionality V1.0

Transferring of expenditure item from one project to another project using Tranfer functionality in Oracle PA

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80 views9 pages

Cost Transfer Functionality V1.0

Transferring of expenditure item from one project to another project using Tranfer functionality in Oracle PA

Uploaded by

Anonymous WnzPNO
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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COST TRANSFER FUNCTIONALITY IN ORACLE PROJECTS

1. Expenditure Adjustments

Overview: This section explains how to transfer cost from one Project to another Project
using Projects module. Adjustments made in Oracle Projects do not change the amount of
the invoice which is processed in Oracle Payables.

Adjustment actions in Oracle Projects includes processing Split and Transfer functionality.

The below process is applicable if cost coming from AP->PA or PO->AP->PA or PA->PA (Pre
Approved Batches).

Source Project: PJ12345


Target Project: PJ123456

1.1. Cost Accumulation – Oracle Payables


Description: Create the Project Invoice for the Project PJ12345, Task: ORDER
1. Navigation: Open Invoices entry form through Navigator  Payables Super User 
Invoices  Entry  Invoice Batches
2. Validate the Invoice and perform accounting for the said invoice.

3. Run PRC: Interface Supplier Costs program to transfer project cost from AP to PA.
1.2. Transfer Cost from one Project to another

Description: we can transfer the cost of the expenditure item from one Project to another
project using the Transfer functionality.
1. Navigation: Open Project Expenditures form through Navigator  Projects Super User
Responsibility  Expenditures Expenditure Inquiry Project
4. Select the Project number and project name. Click on Find button to view the project
expenditure items.

5. Select the Trans Id of an expenditure item to transfer the Expenditure line.


From the menu click on Tools Transfer 1 as shown below.
6. When you click on Transfer 1, another window pops up to transfer the expenditure items.
In the ‘Transfer Items to Project/Task’ window that opens up, enter the target Project and
Task details and click on OK button
In the Decision’ dialogue box, click on the ‘Yes’ button in order to continue the
adjustment.

7. A note popsup as shown below indicating adjustment done succesfully.


8. Requery to check the adjustment took place sucessfully and negative transactions are
indicated.
9. Navigate to target Project Window and click on Find button to verify the adjustment
done.

10. To update the amounts, click on Run Request to submit standard concurrent programs.
11. To run the concurrent programs, Select Interface Supplier Costs and Distribute Supplier
Cost Adjustments.

12. Verify Distribute Supplier Cost Adjustments program output to check the adjustments
passed successfully to Target Project.
13. Verify the cost adjustments in Project Expenditure Items window of the Target Project.

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