Generate Invoice and Revenue for Labor Transactions Based on Rates Defined for Project and Task
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1 Generate Invoice and Revenue for Labor Transactions Based on Rates Defined for Project and Task O R A C L E P P M C L O U D S E R V I C E S S O L U T I O N O V E R V I E W D E C E M B E R 2017
2 Disclaimer The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle.
3 Table of Contents Disclaimer 1 Requirements Overview 1 Solution Overview 1 Implementation Steps 1 Tips and Considerations 10 Requirements Overview Bill labor transactions based on rates defined for the project and/or task associated to the contract, when using rate-based invoice methods. Generate revenue for labor transactions based on a rate defined for the project and/or task associated to the contract, when using rate-based revenue methods. Solution Overview The solution utilizes the page modification framework to enable a tab in an existing page to define the bill rate overrides for a person or job at project and/ or task level within a contract bill/ revenue plan. Page Composer will be used to access the properties on the Project Task Rate Overrides tab within the Billing tab of the Edit Contract page. Additional information on how to manage this type of page modification can be found in the Configuring and Extending Applications guide. The implementation steps are valid starting with Release 13. Implementation Steps 1. Log into Oracle Fusion Applications.
4 2. On the Home page click your username in the Global Header. 3. From Setting and Actions in the Administration category click the Manage Sandboxes link.
5 4. Select the sandbox you would like to work on and click Set as Active. 5. Click Contract Management and select Contracts. 6. Select a contract and click on the contract number.
6 7. Navigate to the Billing tab on the Edit Contract page.
7 8. Select a bill plan and click the bill plan name to navigate. 9. Click Settings and Actions on the Global Header. 10. Click the Customize Pages link.
8 11. Click View and select Source from the drop down list. 12. Click the General Information tab. 13. Click Edit on the Confirm Shared Component Edit popup.
9 14. Scroll down to the bottom of the page. 15. Select showdetailitem: Project Task Rate Overrides. 16. Click the Show the properties of above button from the action bar.
10 17. Scroll down to the bottom of the popup and check the Visible check-box. 18. Click Apply and OK. 19. Click Close.
11 20. Click the name of the sandbox. 21. Click More link. 22. Click Publish to publish the sandbox.
12 Tips and Considerations 1. You can specify a project and/ or task level bill rate overrides for either a person or job, but not both. Therefore, person assignment level rate overrides are not supported. 2. Following is the precedence rule for rate determination: a. If a rate exists for the Project Task Contract Line Person combination then use that, if not continue to next combination. The other combinations are: b. Project Task Contract Line Job c. Project Task Person d. Project Task Job e. Project Contract Line Person f. Project Contract Line Job g. Project Person h. Project Job i. Contract Line Person j. Contract Line Job k. Person l. Job 3. The Import Project Rate Schedules file based data loader will contain worksheet to load the project and/ or task level bill rate overrides in bulk. 4. You can use groovy expressions applied to the Show Component property to hide/show the tab based on a security role. For example, the following groovy expression will show the tab to users who have been assigned the role specified. 5. You can enable the cost rate overrides feature in a similar fashion by making the Cost Rate Overrides tab visible on the Manage Financial Project Settings page. You can use a groovy expression in the Show Component property of the Cost Rate Overrides item to conditionally show/ hide the tab, say based on a security role, and the tab will appear only to the users who have been assigned the specified role.
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14 C O N N E C T W I T H U S blogs.oracle.com/oracle facebook.com/oracle twitter.com/oracle oracle.com Copyright 2017, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.0115 Generate Invoice and Revenue for Labor Transactions Based on Rates Defined for Project and Task December 2017 Author: Anunay Sinha Contributing Authors: Dustin Grabowski
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