Sunil Kaswan

• Aug 20th, 2011

 

Steps done in project creation

1.create project i.e. copy from existing projects. go to projects and you can create here , for key members and remaining things you can see the project which you are copying and create same project.

2.now go to Billing----> Agreement and here create funding and save the changes here .

3. now go to the BUDGET and here create budget and try to give amount and save and submit. once you have submitted then click baseline button , if amount is not base line then you have to give the conversion rate amount correctly to make it base line. use below query for that
select CONVERSION_RATE*5000 from gl_daily_rates
where 1=1
and FROM_CURRENCY='EUR'
and TO_CURRENCY='USD'
and TRUNC (CONVERSION_DATE) = TO_DATE ('10-10-2008', 'DD-MM-YYYY')

4.Once you have done base line now we must create the expenditure items ... go to Expenditures------Pre Approved Batches ---Enter and here you can enter one new batch and create expenditure items..save the work and the click SUBMIT button and then Click Release button .

5.now go to Expenditures--->expenditures Inquiry--- Project here open your project and submit the request
PRC: Generate Draft Revenue for a Single Project for your single project.

6.once completed then go to Billing--- Revenue Review and check your project and here Release.

7.Now go the expenditures ---- expenditure Inquiry---Project..... and here query for your project and open it and now run the request for single project PRC: Generate Draft Invoices for a Single Project

8.Go to Billing-----Invoice Review and check your invoice and expenditure how they appear and now

9. Now, Run PRC: Interface Invoices to Receivables program to interface the Invoice to Receivables.

Now all the Invoices will be in RA_INTERFACE_LINES_ALL

10.Now, Run the Autoinvoice Master Program in Receivables. Batch Source is PROJECTS INVOICES.

11. Tieback invoices back to Oracle Projects: Once the autoinvoice import is successful run, the "PRC: Tieback Invoices from Receivables" process to update the status of the invoice import in AR to the project invoices.

Regards,

Sunil Kaswan