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Overview on Processing Transactions(3:00)

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Lesson Overview

As you know by now transactions can come from a variety of different sources depending on what they are.

Time cards obviously can come from Oracle Time and Labor, or any other time entry system that your organization chooses to use.
Employees can enter expense reports via Oracle internet expenses or any other expense report facility that your organization uses.
Invoices will come from payables first because they will be processed for payment. While this is happening, they will be interfaced into Oracle projects.
Commitments come from purchasing.
And there are other sources from which you can create transactions via a spreadsheet, or even directly into Oracle projects.

We are going to discuss the overview of how each of these come into Oracle projects and what needs to be done.

We’re going to take a look at how we can create transactions directly in Oracle projects. The rule is, however, that we always want to create the transaction directly from the source. That is if they are time entries, they really should not be entered into Oracle project directly. They should be entered in the time entry system and then brought over into Oracle projects.

Let’s take a look.

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Curriculum

Preview Sample Lectures of This Course

Overview on Processing Transactions(3:00)
Finding Expenditures within a Timeframe(0:27)
Preview – Step 1: Find Existing Project template (5:34 min. view)
Preview – Step 2: Create a New Project from a template (5:24 min.view)
Preview – Tasks (Work Breakdown Structure) (4:11 min.view)
Preview – Create your Agreement (5:39 min.view)

Section 1: Get the Lay of the Land

Course Access Instructions
Overview of Project Costing (6:02 min.view)
Who Cares About Projects: (Roles) (5:25 min. view)

Section 2: Prepare and Set up Your Project

Step 1: Find Existing Project template (5:34 min.view)
Step 2: Create a New Project from a template (5:24 min.view)
Creating Indirect Projects (13:20 min.view)
Tasks (Work Breakdown Structure) (4:11 min.view)

Section 3: Anatomy of a Project

Task Details (3:23 min.view)
Task Cross Charge (0:54 min.view)
Task Currency (1:01 min.view)
Cost burden schedules (Task level) (1:31 min.view)
Cost Burden Multipliers (Task level) (1:31 min.view)
Transaction controls (Task level) (2:16 min.view)
Project Key Members (3:10 min.view)
Transaction Controls (Project level)( 1:37 min.view)
Project Cost burdens (1:32 min.view)
Capital asset (for Capital projects only) (5:36 min.view)
Asset assignments (for Capital projects only) (1:46 min. view)
Capital interest schedule (for large construction capital projects only) (1:16 min.view)
Project Status (1:21 min.view)

Section 4: Agreements and Funding

Look for existing Agreements (2:11 min.view)
Create your Agreement (5:39 min.view)
Fund the Project (5:00 min.view)
Funding Inquiry (5:00 min.view)

Section 5: Create a Budget for your Project

Create Project Cost Budget
Copying a Budget to Draft (1:59 min.view)
Budget History (2:19 min.view)

Section 6 All About Cost Burdens

What is Burdening Anyway? (3:17 min.view)
Anatomy of a Burden Schedule (3:08 min.view)
The Burden Structure (0:49 min.view)

Section 7 Processing Transactions

Overview on Processing Transactions (3:00 min view)
How Transactions Flow through (2:30 min view)
What You Need to Know about Entering Transactions Directly in Projects (1:21 min view)
How to Enter Pre-Approved Batches (10:41 min view)
Next Step: Distribute the Costs (0:34 min view)
Reversing Pre-Approved Batches (2:05 min view)

Section 8 Seeing Your Project Transactions

Expenditure Inquiry: How to See Your Transactions In Projects (2:25 min view)
Anatomy of Expenditure inquiry (4:06 min view)
Finding Expenditures within a Timeframe(0:27)
See Expenditure Item Details (2:31 min view)
Show / Hide More Fields on Expenditure Inquiry (1:58 min view)
Splitting and Transferring Expenditure Items (2:16 min view)

Section 9 Closing the Month in Oracle Projects

How Transactions Flow through(2:30)
Overview of Month End Flow (10:02 min view)
Processing Labour Transactions (1:44 min.view)
How to Run Transaction Import (1:02 min.view)
Distributing Labour Costs (1:00 min.view)
How to Run Distribute Costs Process (0:51 min.view)
Create Burden Transactions (0:54 min.view)
Interface Labour to the General Ledger (0:49 min.view)
How to Interface Labour to GL (1:12 min.view)
Processing Transactions from Payables (1:55 min.view)
How to Interface Expense Reports from Payables (0:41 min.view)
How to Interface Supplier Costs from Payables (0:47 min.view)
Interfacing Supplier Costs to GL (0:41 min.view)
Processing Usage and Miscellaneous Costs (1:39 min.view)
How to Distribute Usage and Miscellaneous Costs (0:35 min.view)
Interfacing Usage and Miscellaneous Costs to GL (0:47 min.view)
Run Exception Reports (2:35 min.view)
Close / Open the PA Period (3:01 min.view)

Return to Projects | Oracle EBS R12

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