Basic Project Billing Setup

Copyright

Oracle Corporation, 2000. All rights reserved.

Objectives
After completing this lesson, you should be able to
describe the basics of setting up:

Agreement types
Bill rate schedules
Invoice formats
Credit types
Event types and assigning event types for cost-tocost revenue

Copyright

Oracle Corporation, 2000. All rights reserved.

Agreement Types
You set up the agreement types to categorize the
various kinds of agreements you negotiate with your
clients.

Hard limit: You can define an agreement type and

limit revenue. Any project funded by that agreement

type generates invoices until it reaches the revenue
limit.

Soft limit: You can define an agreement type and not

limit revenue. Any project funded by that agreement
type issues a warning when the revenue limit is
exceeded.

Copyright

Oracle Corporation, 2000. All rights reserved.

Bill Rate Schedules

You can define bill rate schedules to maintain the
rates and percentage markups over cost that you
charge clients for your labor and nonlabor
expenditures.

You specify one of the following schedule types for

each bill rate schedule you define:
Employee
Job
Nonlabor

Copyright

Oracle Corporation, 2000. All rights reserved.

Invoice Formats

You create an invoice line using an invoice format.

If you enable cross charging, you must specify an

invoice format to be used for intercompany
invoices.

You can specify:

You can define different formats for labor, nonlabor,

and retention invoice line items.

How to summarize expenditure items

Which fields you want an invoice line to display
The order in which you want each field to appear

Copyright

Oracle Corporation, 2000. All rights reserved.

Credit Types
You can award different kinds of revenue credit to
your employees, such as sales credit and market
credit.

After defining the project, you specify the employees

as a credit receiver of diversity credit.

Copyright

Oracle Corporation, 2000. All rights reserved.

Event Types
You classify events by event type. When you define
an event type, you assign it one of the predefined
classifications.
Oracle Projects provides the following
classifications:

Automatic
Deferred Revenue
Invoice Reduction
Manual
Scheduled Payment
Write-Off
Write-On

Copyright

Oracle Corporation, 2000. All rights reserved.

Summary
This lesson described the basics of setting up:
Agreement types
Bill rate schedules
Invoice formats
Credit types
Event types and assign event types for cost-tocost revenue

Copyright

Oracle Corporation, 2000. All rights reserved.