Project burdening hierarchy setup
Date: Thu, 02 Sep 1999 05:53:20 PDT
From: "simon daniel" ora_apps@hotmail.com
To: oraapps-l@cpa.qc.ca
Subject: PA: PA Setup help
Hi ,
I am in the process of setting up Project accounting. I am struck in finding
out how i assign project burdening hierarchy for an org.
when i try saving the setup - implementation option i get the error as
"The project burdening hierarchy has not been defined for the business
group". I have chosen the default business group as the start organisation.
Would appreciate if any one can guide me through.
TIA
Daniel
Date: Thu, 02 Sep 1999 14:04:41 GMT
From: achattopadhyay@punjlloyd.com
To: oraapps-l@cpa.qc.ca
Subject: Re: PA: PA Setup help
Daniel,
You can assign project burdening hierarchy to a Business Group. Just check
if you have defined a primary organization hierarchy with requisite
informations such as version number etc.. . and which should further be
attached with your company's start organization while providing additional
information in the business group classification option.
Arup
Date: Fri, 3 Sep 1999 09:04:22 +0930
From: "Hayes , Kathleen" Kathleen.Hayes@boral.com.au
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: PA Setup help
Hi Daniel,
after you have setup your Business Group in the Defining Organizations form,
your next is to go to the setup step Defining Organization Hierarchy.
Complete this and return to the Defining Organizations form. Select your
Business Group, click on the Others button. Select 'Project Burdening
Hierarchy from the LOV. A pop up window is displayed, enter your Hierarchy
name and version number, then save.
Hope this helps.
Regards,
Kathleen Hayes
Oracle Applications
BORAL LTD Shared Operations Centre (SOC)
Level 7, 2-10 Wentworth Street
PARRAMATTA NSW 2150
Telephone 02 98486052
Fax 02 98486099
Mobile 0408223059
Email Kathleen.Hayes@boral.com.au
Define Projects
Date: Fri, 03 Sep 1999 05:31:16 PDT
From: "simon daniel" ora_apps@hotmail.com
To: Kathleen.Hayes@boral.com.au
Cc: oraapps-l@cpa.qc.ca
Subject: PA :Define projects
Hi Kathleen,
Thank you for your help. I have been able to get the implementation option
right. But now when i define a project template over there i am not able to
choose the organisation. the popup list does not give show any orgs. Where
am i missing ?
Thanks in advance ..
Daniel
Date: Fri, 3 Sep 1999 19:09:41 -0400 (EDT)
From: satyam@sri.lanka.net
To: oraapps-l@cpa.qc.ca
Subject: Re: PA :Define projects
Hi Daniel,
Verify what is the Project/Task Organisation type you have given in the
setup. Attach that organisation type to the Organisations you want to use
in Projects.
This will solve your organisation Issue.
Date: Mon, 6 Sep 1999 09:07:44 +0930
From: "Hayes , Kathleen" Kathleen.Hayes@boral.com.au
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: PA :Define projects
Hi Simon,
In the setup step ' Define Implementation Options' have u selected the
'Organization Hierarchy' and 'Start Organization'? Additionally u need to
enter the 'Project/Task Organization Type'.
Hope this helps.
If u need any further help, u can email me direct.
Regards,
Kathleen
CIP Costs
Date: Thu, 2 Sep 1999 12:41:22 -0400
From: "Reddy, Rajasekhar" Rajasekhar.Reddy@fmr.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: CIP Costs...
Hi
Does any body know which custom pll program is used to generate the
CIP costs in PA?
Thanks!!!
-Raj
Date: Thu, 02 Sep 1999 21:56:40 -0700
From: GALAIAH NEELAKANTI ramadevi@prodigy.net
To: oraapps-l@cpa.qc.ca
Subject: Re: CIP Costs...
Your question is not clear. PA does not generate any costs. It accumulates
CIP
costs. Explain the problem exactly. So that I can help you.
Thanks,
Galaiah Neelakanti
Date: Fri, 03 Sep 1999 06:24:48 PDT
From: "Salman Zafar" z_salman@hotmail.com
To: oraapps-l@cpa.qc.ca
Subject: Re: CIP Costs...
Hi,
It depends you can create cost in PA or in FA.
Regards
Sal
Organization Hierarchy - New Version
Date: Mon, 6 Sep 1999 14:13:20 +0930
From: "Hayes , Kathleen" Kathleen.Hayes@boral.com.au
To: "'OraApps-L@cpa.qc.ca'" OraApps-L@cpa.qc.ca
Subject: PA: Organization Hierarchy Version Number
I have just defined a new version of my current organizational hierarchy and
would like to update the setup step 'Define Implementation Options'. The
system will not allow this stating it is a protected against update. This
does not seem correct as u can have many versions of a hierarchy but can
only use one at any time in PA.
Can anyone suggest how I update this step?
Thanks for your assistance.
Resource Mapping
Date: Tue, 7 Sep 1999 08:38:53 -0500
From: "Bivens, Jerry" jdbivens@sbec.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: Oracle PA - 10.7 NCA - Resource Mapping
I need help on getting resource mapping cleaned up. I have added resources,
re-ran the processes and still get 'Unclassified" mappings. Can anyone give
me a hint on how to get tings cleaned up?
Jerry Bivens
S&B Engineers and Constructors, LTD.
Project Controls Dept.
713-845-4439 (Office)
713-764-2127 (Pager)
Date: Tue, 7 Sep 1999 09:39:16 EDT
From: DIGIACKG@aol.com
To: oraapps-l@cpa.qc.ca
Subject: Re: Oracle PA - 10.7 NCA - Resource Mapping
Which processes are you running? Refresh? Update? Update after Resource
List
Change?
Date: Tue, 7 Sep 1999 09:35:02 -0500
From: "Bivens, Jerry" jdbivens@sbec.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: Oracle PA - 10.7 NCA - Resource Mapping
I have tried all of the above. The Refresh Project takes 12 hours to run on
one of my projects.
Timecards manual entry - invalid org error
Date: Tue, 7 Sep 1999 10:47:46 -0400 (EDT)
From: liza@instructor.net
To: oraapps-l@cpa.qc.ca
Subject: Invalid Organization in PA
We are in 11.02 and using Oracle PTE and Oracle PA. We do not have a problem
creating timecards in PTE and submitting them into PA.
Our problem arises when we manually create timecards directly into PA (e.g.,
late timecards, etc.). We are getting an error "Invalid Organization" and PA
won't save timecards. These timecards are for the same employees we do not
have troubles with in PTE.
Has anyone out there encountered this problem before, and what was the fix?
Your inputs are greatly appreciated!
Date: Tue, 07 Sep 1999 15:41:24 -0700
From: GALAIAH NEELAKANTI ramadevi@prodigy.net
To: oraapps-l@cpa.qc.ca
Subject: Re: Invalid Organization in PA
Check the following:
1.See that employee organization is part of organizational hierarchy which
is attached in 'Implementation Options'.
2. See that 'Project expenditure/event organization' classification enabled
for that employee organization along with HR org classification.
3. Check the effective dates on Organization etc.
when you import timecards from PTE, probably it must be taking some default
values after validatiing against organization. I am not sure about PTE. But
please check the above in PA in order to make it work. If it works please
let me know.
Galaiah Neelakanti
Project funding - short cut
Date: Tue, 7 Sep 1999 10:54:26 -0400 (EDT)
From: liza@instructor.net
To: oraapps-l@cpa.qc.ca
Subject: Project Funding - Is there a short way?
Is there a procedure to: do away with creating project funding individually
in the agreements screen; and automatically baseline it?
Is this done thru template?
Many thanks!
Date: Tue, 07 Sep 1999 15:50:55 -0700
From: GALAIAH NEELAKANTI ramadevi@prodigy.net
To: oraapps-l@cpa.qc.ca
Subject: Re: Project Funding - Is there a short way?
I think you can do as follows:
1. Create a project template.
2. Create budget for the above template project.
3. Create an agreement template and fund the above project, baseline it.
4. When you create a project by copying from above baseline template
project, the new project created will be automatically copied with
funding and baselined budget.
or you can create a script to copy project along with funding and baselined
budget. You can use the original procedure for creating a
project by copying from a template or proejct.
I hope this helps you.
Galaiah Neelakanti
Foreign Currency - Project in
Date: Fri, 10 Sep 1999 10:43:43 GMT
From: "Sunny Sunny" sunn999@hotmail.com
Subject: Projects in Foreign currency
Hi,
Can I enter a project in a currency other than the functional currency
Regards,
Sunil Wahi
Date: Fri, 10 Sep 1999 15:41:02 +0200
From: "Dina Rotem (h)" dinar@rafael.co.il
To: Sunny Sunny sunn999@hotmail.com, Ora OraApps-L@cpa.qc.ca
Subject: RE: PA: Projects in Foreign currency
Sunil
Oracle Projects will not support multi currency (until release 11i)
All costs, revenues and billing can be only in the functional currency
of your SOB.
Dina
Agreements and Funding conversion
Date: Fri, 10 Sep 1999 12:14:00 -0700
From: sunanda sunanda@smartdb.com
To: OraApps-L@cpa.qc.ca
Subject: Project agreements/Funding
I would like to know how you would convert Agreements and Funding in
Oracle Projects.
Since an API is not provided by Oracle.
Do I load the base tables Directly.
Any help is appreciated!
Thanks
Sunanda
Date: Fri, 10 Sep 1999 14:21:09 -0500
From: "Robertson, Cassandra F." cfrobert@southernco.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: Project agreements/Funding
Sunanda,
It is highly recommended that you do not load directly to your base tables.
Create temp tables of the tables in which you would like to load data and so
some data validation before loading into base tables.
Hope this helps.
Be Blessed!!!
Cassandra Robertson
Southern LINC - CIS Operations
(desk) 678-443-1619
(LINC) 770-550-0484 PRVT ID. 4484
Capital and Internal Costs - Tracking
Date: Mon, 13 Sep 1999 09:11:45 -0500
From: "John E Polson" jpolso@hallmark.com
To: oraapps-l@cpa.qc.ca
Subject: PA: Tracking capital and internal costs
We use Oracle Projects to track capital expenditures. Our I/T Division
would
like to track both capital and internal development cost of a project. We
would
like to know if there are any other companies that are using Oracle
Projects in
this manner.
Thanks
Date: Mon, 13 Sep 1999 15:48:31 +0000
From: Patrick_Trinkwon@baa.co.uk
To: oraapps-l@cpa.qc.ca
Subject: Re: PA: Tracking capital and internal costs
We are about to implement ORACLE Projects to track IT and construction
projects
[both with and without associated revenue costs] as well as using the direct
project type for non capital projects.
Date: Mon, 13 Sep 1999 23:05:50 +0200
From: "jsasali" jsasali@projectp.com
To: oraapps-l@cpa.qc.ca
Subject: RE: Tracking capital and internal costs
We worked and are still working with a major telecommunications company that
is using capital class projects for the purpose of tracking product costs,
deferral of pre-in service product costs, IT internal development and
capital equipment purchases (indirect class). The project class of Indirect
is used for capital equipment purchases as the asset analyst prefers invoice
details within the mass additions table (Payables to Assets interface). The
tracking of the internal development costs works well and is being used to
track internal time, travel and consulting hours. If you wish to contact me
directly I will put you in touch directly with the user.
Regards,
John Sasali
Project Partners, LLC
http://www.projectp.com
Costed Trans imported
Date: Mon, 13 Sep 1999 18:51:46 -0400 (EDT)
From: liza@instructor.net
To: oraapps-l@cpa.qc.ca
Subject: "Costed" Trans Imported to PA
Hi,
We are in 11.02 (PA, AR, AP, GL)and trying to interface labor information
into PA as "COSTED" transactions. I am able to run PRC: Distribute Labor
Costs in PA and interface Labor Costs into GL, with no problem.
Where we are having problems with is we try to generate revenue out of these
labor costs (Time and Material projects). We are looking at what is causing
this, and we believe it has something to do with the fact they come in as
"costed" and with the billing rate schedule that we are using. We are using
either the bill rate for both labor and non-labor and the mark-up, also for
both labor and non-labor.
Has anyone out there gone through this route before? And did you have the
same issues?
Any input is highly appreciated.
Date: Mon, 13 Sep 1999 18:17:19 -0500
From: "Severtson, Anne" amsevertson@sbec.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: "Costed" Trans Imported to PA
Liza,
We import our labor transactions as costed as well. (we are on 10.7 though)
We run the distribute labor , distribute burden, generate revenue and draft
invoices.
Is this a new installation or an upgrade? I don't know how comparable we
are.
Anne Severtson
S & B Engineers & Constructors
(713) 845-4185
Closing Periods
Date: Wed, 4 Aug 1999 16:21:38 +0930
From: "Hayes , Kathleen" Kathleen.Hayes@boral.com.au
Subject: PA Closing Periods
Has anyone had the following message and what was the cure:
You cannot close this period because it contains unprocessed distribution
lines in GL_Interface that are not yet posted in GL.
Any assistance is appreciated as I have gone through all processes several
times and am unable to correct the problem.
Kathleen Hayes
Oracle Applications
BORAL LTD Shared Operations Centre (SOC)
Date: Wed, 4 Aug 1999 16:06:39 +0800
From: Stephen.Solomon@rac.com.au
Subject: RE: PA Closing Periods
Kathleen,
Probably best to run a query in SQL to find what transaction are sitting in
GL_INTERFACE table for PA
something like this
SELECT ALL GL.GL_INTERFACE.STATUS, GL.GL_INTERFACE.PERIOD_NAME,
GL.GL_INTERFACE.ACCOUNTING_DATE, GL.GL_INTERFACE.USER_JE_SOURCE_NAME,
GL.GL_INTERFACE.USER_JE_CATEGORY_NAME,
GL.GL_INTERFACE.SEGMENT1, GL.GL_INTERFACE.SEGMENT2,
GL.GL_INTERFACE.SEGMENT3, GL.GL_INTERFACE.SEGMENT4,
GL.GL_INTERFACE.SEGMENT5,
GL.GL_INTERFACE.ACCOUNTED_DR, GL.GL_INTERFACE.ACCOUNTED_CR
FROM GL.GL_INTERFACE
WHERE (GL.GL_INTERFACE.USER_JE_SOURCE_NAME='Project Accounting');
Hope this helps
Stephen
Date: Wed, 04 Aug 1999 07:18:40 -0500
From: "Danette Fedock"danette_fedock@ccmail.c-tec.com
Subject: Re: PA Closing Periods
We have also had this problem. Our experience is that a field is
missing . One experience was where a purchase was made to a project
in another company. When charged to a project, it gave an error
message, allowed the purchase and erased the project number. We
didn't find it until we tried to interface to PA. Another experience
is where we interface inventory transactions into AP. One inventory
transaction was missing expenditure org.
I would query your AP distributions to see if project, task,
expenditure org and expediture date all exist.
Date: Wed, 04 Aug 1999 08:31:58 -0700
From: "Heman Randhawa" hRandhawa@mvsn.com
Subject: Re: PA Closing Periods
You have to check the status of all the transactions in the PA tables.
Sometimes the status for expenses or time will be A for accepted, P for
Pending and R for rejected.
it is the P ones that causes the system not to close. Also check to see if
all
the transactions are posted from AP. If a transaction from PA to AP went
through and is still in AP. Then you need to post the transaction out from
AP
to GL first.
Hope that helps.
Heman
Date: Fri, 10 Sep 1999 16:12:22 -0600
From: kbrown@es.com
To: oraapps-l@cpa.qc.ca
Subject: RE: PA Closing Periods
Kathleen,
Have you been able to resolve this?
You may need to import the transactions from the
import form on the GL side. Sometimes the PA transactions don't import
correctly and you have to manually pull them over. You need to be sure to
include the source ID as well when submitting the import.
Kristie McNulty
Sr. Bus. Sys. Analyst
From: "Robey, Bartley H" brobey@kpmg.com
Reply-To: oraapps-l@cpa.qc.ca
To: Multiple recipients of list oraapps-l@cpa.qc.ca
Subject: RE: PA Closing Periods
Date: Fri, 10 Sep 1999 21:21:47 -0400 (EDT)
Oracle Support also has a SQL script than can help identify expenditures
that is preventing the PA Period from closing.
Bart Robey
KPMG Consulting
Voice Mail: (703) 747-5122
Email: brobey@kpmg.com
Date: Mon, 13 Sep 1999 14:16:06 PDT
From: "prince suthakar" prince_sutha@hotmail.com
To: oraapps-l@cpa.qc.ca
Subject: RE: PA Closing Periods
Hi Barat,
Could you please send the sql script, i am also having the same problem.
Thanks
prince
Date: Tue, 14 Sep 1999 09:48:08 +0930
From: "Hayes , Kathleen" Kathleen.Hayes@boral.com.au
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: PA Closing Periods
We resolved this problem. A batch of transactions from PA was stuck in the
GL interface table. We went into PA via character mode and located the id
of the batch. From there we went back to GUI and performed the journal
import in GL using Project Accounting as the source and including the batch
id. You must include the batch id otherwise it won't process the
transactions.
Hope this helps.
Regards,
Kathleen
Date: Mon, 13 Sep 1999 21:02:51 -0400
From: "Robey, Bartley H" brobey@kpmg.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: PA Closing Periods
Sorry - I do not have the script on hand. Oracle Support should be able to
find it pretty quick. I believe this was a common problem when R10.7 was
new, which created the need for the script.
Bart Robey
KPMG Consulting
Voice Mail: (703) 747-5122
Email: brobey@kpmg.com
Date: Tue, 14 Sep 1999 03:49:38 -0600
From: kbrown@es.com
To: oraapps-l@cpa.qc.ca
Subject: RE: PA Closing Periods
You can also get this source_id value via sql by checking the gl_interface
table directly instead of going via character mode.
Expenditure - create
Date: Tue, 14 Sep 1999 06:53:11 PDT
From: "simon daniel" ora_apps@hotmail.com
To: oraapps-l@cpa.qc.ca
Subject: PA : Expenditure
Hi ,
I have successfully setup oracle projects and also defined a project with
tasks. when i go on to create an expenditure for an employee i get the
message "The employee does not have an active assignment for "
19-sep-99" ", i dont know what this means.
I am sure i am missing something, kindly request everyone to help me resolve
this problem
Thanks
Daniel
Date: Tue, 14 Sep 1999 09:05:57 -0500
From: "Severtson, Anne" amsevertson@sbec.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: PA : Expenditure
The employee must be set up as an Employee with a Job. See the Setup under
Human Resources, Employees.
The employee must be an employee: Employment Date prior to the hours worked.
They must also have a job assignment (under the More button).
Anne
Date: Tue, 14 Sep 1999 08:00:47 -0600
From: Brenda.Karran@cnpl.enbridge.com
To: oraapps-l@cpa.qc.ca
Subject: PA : Expenditure
You need to add organization details to the employee profile. Go into the
employee screen, hit more, and choose assignments in the blue bar. You need
to
be
very careful with the effective dates. Pull out your user's reference
manual
for
more detail.
Date: Tue, 14 Sep 1999 09:10:39 -0500
From: "Matson, Mark J." MatsonMJ@bvsg.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: RE: PA : Expenditure
Daniel,
Go into the Employee screen (Setup - Human Resources - Employees), query
your employee, press the MORE button, change to the Assignment History
section, and click in the grid at the bottom. Make sure your employee has
an assignment on 19-sep-99. This should fix your problem.
I hope this helps.
Mark J. Matson
BV Solutions Group
A Black & Veatch Company
Date: Tue, 14 Sep 1999 19:29:53 -0700
From: GALAIAH NEELAKANTI ramadevi@prodigy.net
To: oraapps-l@cpa.qc.ca
Subject: Re: PA : Expenditure
Hi Daniel,
Mark is absolutely right. If an employee does not have an organization and
job
assigned to him, you will get that particular error message. So assign a
'Job'
and 'Organizatin' to that employee as of that particular date.
Good luck Daniel.
Galaiah Neelakanti
Organization Heirarchy changes
Date: Mon, 4 Oct 1999 16:15:59 -0400
From: "Klosterman, Lisa H." KlosLH@jea.com
To: "'oraapps-l@cpa.qc.ca'" oraapps-l@cpa.qc.ca
Subject: Projects and Organization Hierarchy Changes
We are on Oracle Apps 10.7SC and have the following modules installed: GL,
HR, PO, AP, PA, INV, and Payroll. We have been in production for 9 months,
and now the company wants to do a reorg. They want to add new organizations
to the existing hierarchy and remove others. But it seems that if an
organization is being used by a project, it cannot be removed from the
hierarchy without causing problems on open Reqs and POs that are tied to
that project. Is there some way to do this without creating problems?
-- Liza Klosterman
Senior Consultant
PORT Consulting, Inc.
Value Sets for Projects
Sriram Sundarababu wrote:
Hi All,
We are implementing GL at our site - one of the segments that we would
like to have is Project for capturing project information. In the second
phase, Oracle Project is being planned to be implemented.
In the first phase, when we are in the process of finalizing the Chart of
Accounts, we have a doubt regarding the type of value set that can be
used
for the Project segment.
We have two options:
1. Define an independent value set and enter necessary values and
description manually. When Oracle Project is implemented, we could think
in terms of defining a new value set, basically a table validated one, to
refer to Project tables to capture information relating to the Project
Number and description. The following question comes to mind:
Implications of changing the value set from an independent to table
validated value set in the accounting flexfield - we could ensure that the
table validated value set has all the values that have been used/defined
in
the independent value set and the new value set can be made to have the
same datatype+size as that of the independent value set. Would this
satisfy
the requirements arising out of the substitution of the value sets? If
Projects are defined for this purpose, which are really not used for
further processing, like recording expenses and revenues, would this have
any implications?
2. Alternatively, can Oracle Projects be configured to the minimum extent
to capture the project definition data, without being used for other
purposes - in this case, the table validated value set can be defined in
the first phase and there would be no need to change the value set in the
second phase - but how difficult and elaborate is the set up to be done in
Oracle Projects to capture just the project information? What would the
implications be behind defining a bunch of projects, which would not be
processed in Oracle Projects?
Any suggestion is most appreciated.'
Subject: Re: Value Set Doubt
From: "Dina Rotem (h)" dinar@rafael.co.il
Date: Tue, 30 Nov 1999 23:21:50 +0200
Sriram
The best option would be - not to use project segment in GL KFF, when
you use Oracle Projects.
For your second option - you may use Projects by only setting up the
projects
tables, with out processing any transaction.
For set up in PA - you would need to decide right now what would be the
project
types and project templates, since you cannot open a project without
using a
template. After creating the project, the project type could not be
changed.
Therefore, those are critical decisions if the same projects will
continue for
your phase II.
In addition you must set up the organizational hierarchy, and define at
least the
owning organization classification for the appropriate organizations.
The
project customer for contract projects should be define in AR, and the
project
manager should be defined in HR.
For your phase I - You should not populate at all the project
distribution part of PO and AP. If you
do, the setups become more complex.
Dina