Integration of Oracle Projects to Oracle Inventory
Date: Wed, 7 Apr 1999 08:25:52 -0500
From: "Gandla, Ravi" RGandla@usa.capgemini.com
Subject: PA & INV : Issue Item to a Project from INV
HI All,
Does anybody have any experience with the Integration of Oracle Projects
to Oracle Inventory?
We don't have Oracle Project Manufacturing installed. We are on Rel
11.02.
We are trying to issue an Inventory Item in Oracle INV to a Project in
the 'Miscellaneous Transaction' Screen (Oracle INV). According to the
documentation in Oracle Projects User's Guide (page: 12-77), we should
be able to issue an
Item to Project/task with an expenditure type in a non-manufacturing
environment. Apparently, we could not
find any fields for Project, Task, Expenditure type in the Miscellaneous
Transaction screen (Oracle Inventory Screen).
Are we missing anything here? Is this possible in an environment where
Oracle Project Manufacturing is not installed?
I would appreciate any suggestions/experience on this issue.
Thank you,
Ravi
Date: Thu, 08 Apr 1999 00:18:44 +0300
From: Dina Rotem dinar@rafael.co.il
Subject: Re: PA & INV : Issue Item to a Project from INV
Hello Ravi,
I suggest you look into your profile options. There is a specific profile that deal with Inventory Project's transactions.
I found that in the documentation, which says -
INV: Project Miscellaneous Transaction Expenditure Type ( This profile is updatable at all levels)
Governs the entry of expenditure types for project miscellaneous transactions.
Available values are:
A) System Derived from Cost Elements: You cannot enter expenditure types for project miscellaneous transactions. The Cost Collector uses the expenditure types linked to the cost elements of the current weighted
average unit cost
of the item to post to Projects.
b) User Entered: You must enter expenditure types for project miscellaneous transactions.
I haven't tried it, but I assume, if you choose the second option you should be able to enter the values you are looking for.
Dina
Integration of PA to Inventory and OE
From: oraapps-l@cpa.qc.ca [mailto:oraapps-l@cpa.qc.ca]On Behalf Of
Deborah Bryda
Sent: Wednesday, April 28, 1999 8:30 AM
Subject: Projects
Hi Everyone,
I have not worked at all with Oracle Projects, but we are considering
implementing it for our milestone billing.
Since I am not familiar with the module, can anyone tell me if, in Release
11, there is a link between Projects and Order Entry and also
Inventory. I
understand that in some earlier releases the Inventory interface required
some customization and there was not a link to OE at all.
If anyone can give me some information on how this works, I would greatly
appreciate it.
Thanks,
Deb
Date: Wed, 28 Apr 1999 10:26:44 -0600
From: "Martha McKillip" mmckillip@projectp.com
Subject: RE: Projects
Hi Deb:
In release 11:
Integration between Inventory and Projects includes the ability to perform
Project-related miscellaneous transactions. You can issue inventory to a
project or return material back into inventory from a project. This
integration does not require Oracle Project Manufacturing.
With Oracle Project Manufacturing, you have the ability to enter
project-related sales order, perform project-related planning and
scheduling (project and task references of supply and demand entities,
project group netting, project full pegging hard and soft), maintain project
inventory, collect project related manufacturing costs, and setup
project-related quality collections and analysis.
Martha Anne McKillip
Project Partners, LLC.
http://www.projectp.com
mmckillip@projectp.com
Date: Wed, 28 Apr 1999 21:45:37 +0300
From: "Dina Rotem (h)" dinar@rafael.co.il
Subject: Re: Projects
Hi Deb
In addition to Martha's response I would like to emphasis that there is still no
integration between OE and Projects for Billing.
You can bill from OE by interfacing to AR based on your shipments. In such case your
billing and revenue amounts are not known to Projects.
You can drop the interface from OE to AR and bill from Projects based on project's
costs or milestones.
In such case there is no standard relationship between your shipments in OE and the
billing from Projects.
Such integration is designed by Oracle in the Contract Management new module planned
for release 12.
Dina
Date: 28 Apr 99 12:57:34 MDT
From: JONATHAN BOURNER jbourner@usa.net
Subject: RE: Projects
It is true that Rel 11 have the ability to do project related transactions in
Inventory, however, Project Manufacturing is required to turn on the switch to
transfer these cost to Projects.
To get Project Manufacturing you must purchase the Discrete Manufacturing, be
sitting down when you get the price !!!!!!
It is a really silly situation if all you wish to do is transfer Inventory
costs to PA.
Regards,
The Aussie from Texas
Jon Bourner
Date: Wed, 28 Apr 1999 22:27:36 -0400
From: dfortnam@whittman-hart.com
Subject: Re: Projects
Deb,
The Oracle Project Manufacturing Module is designed to link OE, INV, and
Projects together. It enables you to create a reference to the Project/Task in
OE or in a forecast in MPS which can be passed through MRP to generate Purchase
Orders and Discrete Jobs that belong to the Project/Task. Inventory transactions
created as a result of these Purchase Orders and Discrete Jobs, or any Misc
Inventory Transaction can also carry the Project and Task reference through the
use of a logical Project/Task Locator.
Doug Fortnam
Whittman-Hart/Boston
Integration of PA to AR
Date: Thu, 29 Apr 1999 09:58:40 -0400
From: "Klosterman, Lisa H." KlosLH@jea.com
Subject: Projects w/o AR module
Hi again! Ya'll were so much help with my last question, I thought I would
ask another one.
How can we get accounts receivable transactions into Oracle Projects when we
don't have the Oracle AR module? We are only using Project Costing right
now. IF we implemented Project Billing would this help?
-- Liza Klosterman
PORT Consulting, Inc.
Date: Thu, 29 Apr 1999 16:35:45 +0200
From: Victor Chang vchang@obaps.com
Subject: Re: Projects w/o AR module
Hello Lisa,
If you want to invoice from Oracle Projects you need Oracle Billing module.
The flow is as follows: Oracle Billing is preparing the data (formats, values)
and AR prints and post to GL (as well).
Hope this helps,
Victor Chang
O.P.E.N. Business Applications BV
Olympia 1a 1 b
1213 NS Hilversum
Netherlands
Date: Thu, 29 Apr 1999 11:24:14 -0400
From: kalbers@answerthink.com (Kimberly Albers)
To: vchang@obaps.com
Cc: server@ibm6000.cpa.qc.ca, oraapps-l@cpa.qc.ca
Subject: Re(2): Projects w/o AR module
Hi Lisa,
Will you continue to do your billing from your current AR system? Do you
just want to load revenue/invoice amounts into projects so that you can do
some margin analysis or is it with the intent to bill from the Oracle
Projects module? Do you use Time and Materials billing?
You can either generate revenue/invoice amounts within projects using Time
and materials billing or you can interface know bill and revenue amounts
from you current AR system to Projects. The former may create amounts
that do not exactly tie out to what is recorded in your current
Receivables sytem. If you wish to do the latter you will have to 'turn
on' Project Billing and write a custom interface program to load these
amounts as billing and revenue events into Projects. Unfortunately there
is not an open interface available to load revenue/billings; however,
there is only one table you would need to populate (pa_events) in order to
make this happen. When turning on project billing there are some
additional setups and project maintenance activities that need to occur.
Please feel free to contact me with any questions you might have.
The normal flow is to have Oracle Projects create revenue/invoice based on
cost (T&M) or based on events (Fixed fee, milestone etc.) and then
interface the amounts to Oracle Receivables for Billing and Oracle General
Ledger for revenue recognition. This way all of you systems are 'in
sync', data is entered only once at its Oracle Source, and no custom
interfaces need to be written.
Thanks,
Kim
Date: Thu, 29 Apr 1999 12:45:04 -0400
From: "Deis, Sue" sue.deis@lmco.com
Subject: Subject: Re: Projects w/o AR module
Lisa,
We have implemented a standalone PA module; we created extensions (provided
for in the billing module) to process invoices imported (temporary table)
from an external system. If this is what you require, you might be able to
ascertain what need be done by reviewing the OPA Release 10.5 Addendum.
Suzanne Deis
sue.deis@lmco.com
330.796.6540
330.796.6085
330.796.5771 FAX
Date: Thu, 29 Apr 1999 15:45:30 -0500
From: Pat McBride pmcbride@mdp.com
Subject: Re: Projects w/o AR module
It should help to implement Project Billing.
You can create a revenue extension that pulls information from your AR system to generate an event. This event would then generate revenue in Projects and provide visibility to your revenue/billings. Downside of this is that you will need to approve and release all of your revenue/billings in PA once you generate. This can be time consuming.
LOL,
Pat McBride
EDS
Integration of PA to Payroll
Bob Delaney wrote:
My client is adamant that employee time must be entered in Payroll and
costed labor transactions be interfaced to Project Costing. Does anyone
have any experience and/or design documentation regarding this type of
interface?
Thanks,
Bob Delaney
Principal Consultant
Informations Systems Services, Inc
Date: Mon, 10 May 1999 17:57:32 -0700
From: "Donna M. Armstrong" donnabsc@gte.net
Subject: Re: Payroll/PA Interface
Hi Bob,
I agree that Payroll to Projects is the correct way for companies
who run on an Actual Cost basis (versus a standard cost basis). I have
created such an interface from 3rd party Payroll/Timekeeping systems but
not Oracle Payroll (yet ;).
Basically what you need to do is make sure that a
project/task/expenditure type is captured when time is entered into
payroll. Then you'll need to write a custom "Salary Distribution"
program to extract the hours by person by project/task/exp type and the
final $ out of Payroll by person and distribute the $ over the time
charges for the person. Then this file can be imported via Transaction
Import (setting the Transaction Source up as Costed = Yes).
I've tried getting Oracle to consider adding a Profile Option
indicating the Cost Basis (Actual or Standard) and providing the
integration in the proper direction based on this Profile Option. . .
but when they looked into it the last time there was not enough demand
(not enough companies replied that they operated on an actual cost
basis).
Well, hope this helps!
Best of luck,
Donna
Projects and HR integration
Date: Sat, 24 Jul 1999 09:22:35 -0700
From: "Deb Burgess" dburgess@burcon-group.com
Subject: Projects & HR Integration
I have a client who is implementing 11.02 with the full suite of financials,
manufacturing, HR, Projects. The HR/Projects integration is killing us
(mostly from the Projects side).
The current issue involving HR is the employee cost rate which is
an Oracle design problem (according to Oracle). Projects creates its own
tables for Compensation rules (Exempt/Non Exempt) and requires an hourly
rate for each employee. It apparently does not read the tables in HR for
compensation rules and hourly or salary rates. A TAR has been opened and
Oracle Support is looking for a SQL statement to load the data from HR to
projects.
This cannot possibly be a new issue. To maintain cost rates in both HR and
projects would be a nightmare. This client only has 700+ employees. What
do you do if you have thousands? Has anyone created a work around for this?
Is there a piece of functionality we are missing (e.g., setups?). Is one
work around standard cost rates rather than variable by employee???
We are scheduled to go into solution design the first week in August. Right
now, we are missing a big piece of the solution. Any help would be greatly
appreciated.
Have a Great Day!
Deb Burgess, The Burcon Group
"Putting The Pieces Together"
562/420-6288 (Office)
562/420-6288 (Fax)
310/898-8520 (VM/Pager)
310/488-7608 (Mobile)
Date: Sat, 24 Jul 1999 21:20:30 -0400
From: "Robey, Bartley H" brobey@kpmg.com
Subject: RE: Projects & HR Integration
Through PA Release 11.0.2, any interface between PA and HR for employee cost
rates in a custom interface. Same problem exists between HR and
manufacturing for actual costing. Maybe R11i will be better.
There is a good White Paper from thre Spring '97 OAUG Conference called
'What to do with the extra penny? Costing labor hours in Projects and
calculating salaries in HRMS' that provides a good, high level overview of
how one company handled this. Maybe check WWW.OAUG.ORG to see if it is
there. I can (postal) mail a copy to you if need be.
Thanks -
Bart Robey
KPMG Consulting
Voice Mail: (703) 747-5122
Email: brobey@kpmg.com
Date: Mon, 26 Jul 1999 18:10:02 -0700
From: "Deb Burgess" dburgess@burcon-group.com
Subject: RE: Projects & HR Integration
Bart, thanks so much for your reply. I will see if I can get a copy from
OAUG (my proceeding cds only go back to 1998). I guess the biggest piece of
information is that this is a common problem, not new, and not resolved. My
client is not going to be happy, but they only have 700 employees and a
manual work around could be implemented for Phase 1 (Sept go live) and then
build an extension / database trigger to populate the appropriate PA cost
table.
Have A Great Day!
Deb Burgess, The Burcon Group
562.420.6288 (Office)
310.898.8520 (VM/Pager)
310.488.7608 (Mobile)
Date: Mon, 26 Jul 1999 13:42:24 -0500
From: Badri Herur bherur@ix.netcom.com
To: dburgess@burcon-group.com, Apps List oraapps-l@cpa.qc.ca
Subject: RE: Projects & HR Integration
Hi Deb,
We just went through a similar implementation. The options we discussed
were
a. Costing Extension to select the employee cost rate from HR
b. Write a custom interface between HR and projects to keep the cost
rates in sync.
We went with a custom interface to transfer data from HR to projects.
Let me know if you need more information on the interface design.
Badri
Date: Mon, 26 Jul 1999 18:09:50 -0700
From: "Deb Burgess" dburgess@burcon-group.com
Subject: RE: Projects & HR Integration
If I begged and pleaded, could I get you send me the SQL script? Or, you
would like to contract for a couple of days to "install" the interface?
Have A Great Day!
Deb Burgess, The Burcon Group
562.420.6288 (Office)
310.898.8520 (VM/Pager)
310.488.7608 (Mobile)
Project Accounting with AR on Cash basis
From: K Tuggle [SMTP:ktuggle@teamisi.com]
Sent: Tuesday, July 27, 1999 8:36 PM
Subject: A/R and PA on Cash Basis
Has anyone implemented Accounts Receivable using the Cash Basis with
Project Accounting? I am wondering what the impact would be if
autoaccounting for revenues in Projects was disabled.
Any information in this area would be greatly appreciated!
Thanks
Kelly Tuggle
ktuggle@teamisi.com
Date: Wed, 28 Jul 1999 09:01:07 -0400
From: "Robey, Bartley H" brobey@kpmg.com
Subject: RE: A/R and PA on Cash Basis
Without being an AR expert, if you did not setup the autoaccounting in PA
for revenue, you could not revenue and invoice from PA for expenditures.
Maybe you could just setup the PA autoaccounting for 'event billing',
thereby billing (against unbilled AR or deferred revenue) for whatever
amounts you want - then creating the revenue in AR and transferring both
sets of entries to the GL. You would need some report/mechanism to derive
the revenue and billing amounts in PA though (in the absence of
autoaccounting rules in this area).
Bart Robey
KPMG Consulting
Voice Mail: (703) 747-5122
Email: brobey@kpmg.com
Date: Wed, 28 Jul 1999 09:11:59 -0700
From: "Donna M. Armstrong" donnabsc@gte.net
To: ktuggle@teamisi.com, OraApps-L@cpa.qc.ca
Subject: Re: A/R and PA on Cash Basis
Hi Kelly,
I'm not an Oracle AR guru, but have you thought about:
- Setting your projects up using event/event or event/work ("event"
in the revenue portion of the revenue distribution rule) as appropriate
for the invoicing method.
- When cash is received for the invoice, enter a revenue event in
Projects for the amount and process it.
My thinking is that this would address the amount of revenue
recognized and any timing issues related to operating on a cash basis.
If you are having difficulty getting the Autoaccounting to hit the
desired accounts, I may be able to help with more detailed info about
your requirements.
Hope this helps,
Integrating PA with legacy system
Date: Thu, 29 Jul 1999 06:38:08 PDT
From: "jyothi satish" jyothikir@hotmail.com
Subject: PA: Integrating with legacy system..
Hi
Can anybody has done how a top task be added to a project which is already
imported to the projects
I dont want to update the project in projects
Whenever there is updation in legacy i want it to be reflected in the
projects
If any body has any suggestions pl let me know at the earliest
Thanks
satish
Date: Fri, 30 Jul 1999 13:32:05 -0500
From: Badri Herur bherur@ix.netcom.com
To: jyothikir@hotmail.com, Apps List oraapps-l@cpa.qc.ca
Subject: RE: PA: Integrating with legacy system..
Hi Satish,
Have you lincenced Activity Management Gateway. AMG is a set of project
related API's that allow you to integrate with external applications.
HTH
Badri