oracle project...

11

For Oracle employees and authorized partners only. Do not distribute to third parties.

© 2009 Oracle Corporation – Proprietary and Confidential For Oracle employees and authorized

<Insert Picture Here>

Oracle E-Business Suite R12.1 Projects Essentials Implementation Boot

Camp Training Courseware

Overview of Oracle Project Management


© 2009 Oracle Corporation – Proprietary and Confidential

22



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.

33



<Insert Picture Here>

Title of Presentation

Presenter’s Name

Presenter’s Title

Overview of Oracle Project Management

Presenter’s Name

Presenter’s Title

44



Oracle Project Management

Program Agenda

• Workplan Management

• Progress Tracking

• Deliverables Management

• Integrating Oracle projects with MS Projects

• Budgeting and Forecasting

• Issue and Change Management

• Reporting and Performance Management

• Program Management

• Project Collaboration

55



Workplan Management

66



Workplan ManagementProject Structure

Project

Task 1 Task 2

Task 1.2Task 1.1 Task 2.1 Task 2.2

Task 1.1.1 Task 2.2.2Task 2.2.1

A project is a primary unit of work that can be broken down into a structure of one or more tasks

arranged hierarchically

77



Workplan ManagementOverview of Workplan

Create multiple versions of

workplans

Submit workplans for approval

Publish workplans

Designate a baseline version of the

workplan

Integrate with 3rd party project

tools

Workplan Functionality

Compare workplans

Use workplans to manage your

projects.

88



Workplan ManagementEnable the Workplan Structure for a Project

Enable the workplan structure for a project.

Enable Workplan Structure

If the financial structure is also

enabled, select an option for

workplan and financial structure

sharing.

Optionally Enable Financial

Structure

Optionally Enable Deliverables

99



Workplan ManagementWorkplan Structure – Financial Structure Integration

Choose one of the

Sharing option for

WBS and Financial

Structure

1010



Workplan ManagementCreating Workplan

Enable the workplan structure for a project.

Structure Name: Software Systems

Lifecycle: Oracle Application Implementation Method

Current Phase: Definition

Default Outline Level: 3

Enable Workplan Versioning: Yes

Enable Work Quantity: Yes

Schedule Using Third Party Software: From Start

Allow Dependencies Only For Lowest Task: Yes

Enable Task Workflow: No

Automatically Update Task Transaction Dates: No

Approval Required: No

An example of basic workplan information

1111



Workplan ManagementAdditional Workplan Settings

Enable Workplan Cost: Yes

Plan Amounts in Multiple Currencies: Yes

Resource Breakdown Structure: Standard RBS

Planning Resource List: Standard Planning List

Time Phase: GL Period

Cost Rate Type: Corporate

Cost Rate Date Type: End Date of Plan Period

Transaction Currencies: USD, EUR, GBP

Use Planning Rates: Yes

Employee Cost Rate Schedule: Bill Rate by Employee

An example of additional workplan settings

1212



Workplan ManagementCreating Tasks

Outline Number

Task Type

Task Number

Task Name

Scheduled Start Date

Scheduled Finish

Date

Task Manager

Create Tasks

0 = Peer Task

1 = Subtask

Planned Effort

1313



Workplan ManagementUpdate/Move/Delete/Copy Tasks (with New R12.1 Features)

Manage Tasks by

creating, copying,

moving and deleting

tasks.

R12.1

enables you to indent

or outdent multiple

workplan tasks in a

single step

In the absence of a

latest published

workplan version, R12.1

now displays the current

working version on the

Update Tasks page when

you navigate to the

Workplan Tasks subtab

1414



Workplan ManagementTask Dependencies

Define Predecessors

and Successors for

tasks using the

available

dependency type.

1515



Workplan ManagementAssign Planning Resources to Tasks

Assign

People,Equipment and

Material item resources

to task for tracking

resource level plan

versus Actual.

1616



Workplan ManagementWorkflow Notification for Task Execution

Notify Task Managers when a

task starts and ends and

update progress to task

through task execution

workflow notification

1717



Workplan ManagementOther Workplan features

Gantt Chart view displays task dependencies and also the resources

assigned to the task.

Workplan task list view shows the attachments against tasks,if any and

provides the ability to drill down to the attachment.

1818



Workplan ManagementVersioning a Workplan

Version 1

Software Systems

Baseline: Yes

Version 2

Software Systems -

Next Phase

Baseline: No

Version 3

Software Systems -

Update

Baseline: No

Create and maintain multiple workplan versions for a project.

1919



Workplan ManagementWorkplan Status

Each workplan version has a status.

Working

Submitted

Approved

Rejected

Published

Approval not

required

2020



Workplan ManagementTeam Role Creation based on Workplan(Bottom Up Resource Planning)

Create Team roles

based on the

resources assigned

to the workplan.

2121



Workplan ManagementResource Usage on Workplan

Track resource

usage on workplan

and ascertain if a

resource is

underutilized or

overutilized.

2222



Progress Tracking

2323



Progress TrackingOverview of Progress Management

Select how to enter progress information for your

projects, tasks, resource assignments, and

deliverables.

Actual QuantityPhysical Percent

Complete

2424



Progress TrackingProgress Option at Workplan Level

Define progress cycle

and set whether the

application should

calculate % complete

and whether it can be

overridden by project

managers.

2525



Progress TrackingProgress Option at Task Level

2626



Progress TrackingCollecting Progress for Shared Structure

In the case of shared structures, you collect one set of actual quantities and costs for the

project.

Actual Quantity

Actual Cost

Workplan and

Financial Structure

2727



Progress TrackingCollecting Progress for Partially Shared Structure

Workplan Structure Financial Structure

Allow actual effort and

cost collectionUse financial transaction

system

To collect actual quantities and costs for a workplan structure, you must enable the Allow

Actual Effort and Cost Collection progress option and for a financial structure, you must use

the financial transaction system.

2828



Progress TrackingMethods of Deriving % Complete

2929



Progress TrackingRolling Up Progress Status and Actual Dates

Example: The workplan has two subtasks, task 1.0 and task 2.0. The following table shows

the progress status and date values for the two subtasks.

Task Progress Status Actual Start Date Actual Finish Date

1.0 At Risk 01-Sep-2008 31-Dec-2008

2.0 In Trouble 10-Jan-2008 20-Apr-2008

Oracle Project Management rolls up progress status and date values to the workplan. The

following table shows rolled up values.

Level Progress

Status

Actual Start Date Actual Finish Date

Workplan At Risk 10-Jan-2008 31-Dec-2008

3030



Progress TrackingRolling Up % Complete

3131



Progress TrackingEarned Value Metrics

3232



Progress TrackingCorrecting Progress

Correct the

collected progress

for task at any point

in time.

3333



Progress TrackingBackdating Progress

Enter Progress

for past periods

if not collected

before.

3434



Progress TrackingBackdating Progress (contd…)

3535



Progress TrackingOther Progress Management Features (with New R12.1 Features)

Earned value analysis and financial forecast generation can be done

once progress is collected against the project.

Progress Client Extension can be used to override the default actual

and estimated start and finish dates.

R12.1 displays additional confirmation, information, and warning

messages on user interface pages during system processing for the Apply

Latest Progress action as well as the Submit (progress) action. These

messages provide us with status information during processing and advise

us about the availability of the latest progress information.

3636



Deliverable Management

3737



Deliverables ManagementProject / Task Deliverables

Examples of Project and Task Deliverables. Deliverables are the output that must be produced to

complete a project or task.

Deliverable at task level =

Design Document

Deliverable at project level =

Product

Project

3838



Deliverables ManagementDeliverables

3939



Deliverables ManagementAssociate Workplan Tasks to Deliverables

4040



Deliverables ManagementDeliverables Progress

4141



Deliverables ManagementDeliverables Actions

4242



Deliverables ManagementIntegration with Shipping Execution

Initiate Shipping

execution from

deliverables

4343



Deliverables ManagementIntegration with Billing

Initiate Billing

events from

deliverables.

4444



Deliverables ManagementIntegration with Procurement

Initiate purchase

requisition from

deliverables

4545



Integrating Oracle projects with MS Projects

4646



Integrating Oracle projects with MS ProjectsIntegration with MRP / Supply Chain Planning

4747



Integrating Oracle projects with MS ProjectsIntegration with MRP / Supply Chain Planning

Initiate Demand for

material items for

manufacturing

planning.

4848



Integrating Oracle projects with MS ProjectsMicrosoft Projects Integration with Oracle Projects (with New R12.1 Features)

Scheduling attributes like task dependencies, constraint types and

dates, resource assignments can be transferred from and to Microsoft

Projects.

Time phased resource planning and progress at resource assignment

can be imported to oracle projects from Microsoft projects.

A number of Oracle Projects Views are included in Microsoft Projects.

Multilingual support for integration between Microsoft projects and

Oracle Projects.

Many of the customers are upgrading their copies of Microsoft Project

now that the 2007 version is available. Oracle Project Management now

supports integration with Microsoft Project 2007. This will allows the

customers to continue using the convenient, out-of-the-box integration with

Microsoft Project to handle all of their scheduling needs (New R12.1

Feature).

4949



Self Service Expenditure Inquiry

(New R12.1 Feature)

5050



Self Service Expenditure InquiryOverview

Customers have had the ability in the Forms application to inquire on their expenditures but

did not have the same access in the self service application. With R12.1, Oracle now offers

the ability to drill into expenditure details from the Financials tab.

5151



Self Service Expenditure InquiryInquiring the Expenditures

Enter your

search

criteria and

click on

“Go”

5252



Self Service Expenditure InquiryViewing the Expenditures

Click on

“Trans Id”

to view the

accounting

information

5353



Self Service Expenditure InquiryViewing the Accounting Information

You can view cost/revenue accounting information of an

expenditure item here

5454



Budgeting and Forecasting

5555



Budgeting and ForecastingPlan Types and Plan Versions

Version 1 Version 2

Plan Type 1

Version 1 Version 2

Create multiple working and baseline versions for each plan type.

Project

Plan Type 2

5656



Budgeting and ForecastingStreamlined Data Entry

Automatically calculate cost and revenue amounts based on effort or

quantity using actual or planning rates.

Enter the budget amount and automatically spread it across periods

using spread curves.

Adjust quantity, Cost rate and bill rate by a percentage across a

selection of tasks.

5757



Budgeting and ForecastingFlexible Budgeting Options

Budget Amount can be entered at any level of financial structure

Rolled Up amounts can be viewed at every level of financial structure.

Budget amounts can be viewed in graphical format.

When viewing or editing, you can compare a financial plan to the

current baseline budget, original baseline budget or any other financial plan.

5858



Budgeting and ForecastingNew R12.1 Features

You can now track cost and revenue amounts only, or revenue amounts only (without

quantities and rates) in your budgets and forecasts. When you enter an amount for a plan line

and do not specify a quantity, Oracle Projects no longer automatically copies the amount to the

quantity field and sets the rate value to 1.

Rate now has a lower precedence than quantity and amount in calculations. For example,

if you enter quantity, rate, and amount for a plan line at the same time, then Oracle Projects

holds the quantity and amount constant and re-derives the rate.

If you indirectly override the burden multiplier for a plan line by updating one of the plan

line component amounts that are used to derive burdened cost (for example, the raw cost or

burden cost rate), then Oracle Projects uses the override burden multiplier in subsequent

calculations of burdened cost that are caused by changes to the raw cost. Similarly, if you

indirectly override a markup percent by updating a plan line component amount that is used to

derive the revenue amount, then Oracle Projects uses the override markup percent in

subsequent revenue calculations.

5959



Budgeting and ForecastingBudgeting and Forecasting Spreadsheet Integration

6060



Budgeting and Forecasting Customizing Spreadsheet Customizing Spreadsheet Layout

Create a customized

spreadsheet layout by

duplicating the seeded

layout and modify the

sections by going to

Desktop Integrator

responsibility

6161



Budgeting and Forecasting Customizing Spreadsheet Layout

6262



Budgeting and ForecastingBudget Process Flow

Implement

Change

Document

Financial Impact

Create

Initial

Budget

Baseline

Update

Budget

Create

Initial

Budget

Create

Project

Adjust and

Recalculate

Create

Revised

Budget

Baseline

Create

Initial

Forecast

Copy

AmountsGenerate

Direct

Edit

Budget Creation Options 3

6363



Budgeting and ForecastingForecasting Process Flow

Copy

AmountsGenerate

Forecast Creation Options

Direct

Edit

3

1 2 5Create

Initial

Budget

Baseline

Create

Initial

Forecast

(Automatic)

Update

Forecast Approve

Forecast

Adjust and

Recalculate

6

Estimate to Complete (ETC) Sources

Average

Of Actual

Amounts

Incurred

Workplan

/Staffing

Plan

Financial

Plan

Change

Documents

Billing

Events

Open

Commitment

4

Work

Quantity

6464



Budgeting and ForecastingCost Generation Options

6565



Budgeting and ForecastingRevenue Generation Options

6666



Budgeting and ForecastingForecast Cost Generation Options

6767



Budgeting and ForecastingETC Source at Task Level

6868



Budgeting and Forecasting ETC Calculation Method

Plan to Complete

ETC = Budget at Completion - Budgeted Cost of Work Performed

Budgeted Cost of Work Performed = Budget at Completion x Percent Complete

ETC calculation methods

Earned Value

ETC = Estimate at Completion - Actual Cost

Estimate at Completion = Actual Cost / Percent Complete

Remaining Plan

ETC = Budget at Completion - Actual Cost

6969



Budgeting and ForecastingETC Calculation Method

7070



Budgeting and Forecasting Forecast Revenue Generation Options

7171



Budgeting and Forecasting Creating Budget by Direct Entry (with new R12.1 Feature)

Select the Plan Type of the project and click on “Maintain Versions” icon

NAV: Project Super User > Project List > Select the Project > Financial >

Budgets and Forecast

7272



Budgeting and Forecasting Creating Budget by Direct Entry (with new R12.1 Feature) (contd…)

Select the Current Plan Version Plan and click on “Edit” icon


Budgets and Forecast > Maintain Versions

7373



Budgeting and Forecasting Creating Budget by Direct Entry (with new R12.1 Feature) (contd…)

• Click on the tab “Add Another Row” and select Project/Task from the list of

values.

• Enter Quantity or Amount against the Project/Task.

• Optionally you can enter override Cost/Bill rates for the same here (New R12.1

Feature).


Budgets and Forecast > Maintain Versions > Select Current Plan Version > Edit

7474



Budgeting and Forecasting Adding Planning Elements (with new R12.1 Feature)

You can now add all new, but unbudgeted tasks and resources to a budget or

forecast version. New options are available on the Planning Elements: Select

Tasks page to add either all new tasks and planning resources or new tasks only

to the current plan version.


Budgets and Forecast > Maintain Versions > Select Current Plan Version >

Edit > Add Tasks and Resources

7575



Issue and Change Management

7676



Issue and Change ManagementOverview of Issue Management

Create and manage issues

for projects.

Assign issues to project team

members.

Enable team members to comment

on issues.

7777



Issue and Change ManagementIssue Participants

Creator Owner Assignee Approver

Project team members and non-team members can participate

in the resolution of project issues.

Issue: Possible

participants

7878



Issue and Change ManagementIssue Details

Create Issues and

assign assignees

to take action on

the issues.

7979



Issue and Change ManagementOverview of Change Management

Create and manage change

documents for projects.

Change Requests

Document and approve

potential changes

Change Orders

Track and implement

approved changes

Change Documents

8080



Issue and Change ManagementChange Order Impacts

The change order

can have workplan,

supplier, staffing

and financial

impacts.

8181



Issue and Change ManagementChange Order Impacts (contd…)

8282



Issue and Change ManagementDefining Financial Impact

Define the

Cost/Revenue

budgets that gets

impacted from

change orders.

8383



Issue and Change ManagementImplementing Financial Impact

8484



Reporting and Performance Management

8585



Reporting and Performance ManagementOverview of Project Performance Reporting

Effort

Cost

Profitability

Earned Value

Capital Costs

Billing and

Collections

Project performance reporting provides you with a comparison of actual versus planned

performance in the areas shown above.

8686



Reporting and Performance ManagementDefining Custom Measures

Create

performance

measures specific

to your business

and which is not

seeded as part of

oracle projects.

8787



Reporting and Performance ManagementDefining Additional Row sets

Define additional

row sets

comprising of the

custom measures

defined earlier to

appear in reporting

page.

8888



Reporting and Performance ManagementPerformance Exception Reporting

Project Level

Key Performance

Area Level

Measure Level

Visual status indicators that denote exceptions can be tracked at the three levels shown

above.

8989



Reporting and Performance ManagementCalculating Performance Scores

Key Performance

Areas

Define performance

rules

Assign Weights Acceptable

Value

No

If a performance measure as defined by performance rules, falls in the range of

unacceptable values, then Oracle Projects generates exceptions.

Yes

9090



Reporting and Performance ManagementException Reporting at Performance Measure Level

Track exceptions

at performance

measure level

9191



Reporting and Performance ManagementException Reporting at KPA / Project Level

Track exception

at Key

Performance

Area and at

project level.

9292



Reporting and Performance ManagementAutomated Status Report Notifications

Send status report

to project

stakeholders with

details of financial

measures and

exceptions

automatically.

9393



Reporting and Performance ManagementOther Performance Reporting Features

Graphical display enhancements for performance measures and

customizable user interface.

Multiple calendar and multicurrency support for performance reporting

Project Status Inquiry (PSI) reports on both financial plan information

as well as form based budget information.

9494



Reporting and Performance ManagementNew R12.1 Performance Reporting Features

Oracle Projects now includes a new concurrent audit process, AUD: Project

Performance Reporting Setup. You can run this process to generate a report that enables

you to review setup information for Oracle Projects project performance reporting features.

This capability enables you to quickly determine if all mandatory and optional setup

parameters are defined correctly. The increased visibility that this report provides helps you

to ensure that your project performance reporting summarization processes function

correctly and do not generate reporting errors because of improper or incomplete setup.

Year to Date, Quarter to Date and At Completion calculated measures, previously

available within Project Status Inquiry are now available on the following pages:

• Performance Overview

• Period-to-Date Summary/Analysis

• Task Summary/Analysis

• Resource Summary/Analysis

9595



Reporting and Performance ManagementNew R12.1 Performance Reporting Features (contd…)

Inter project revenue / billing amounts previously available within Project Status

Inquiry are now available on the following pages:

• Project List

• Exception Reporting

• Performance Overview

• View Workplan Cost

• Task Summary/Analysis

• Period-to-Date Summary/Analysis

• Resource Summary/Analysis

9696



Program Management

9797



Program Management Overview of Program Management

Programs enable you to view and manage workplan schedule information across

a hierarchy of projects and obtain benefits not available from managing each

project individually.

Project Project Project

Program

Program Hierarchy

9898



Program ManagementCharacteristics of Program Hierarchies

A project can link to

multiple programs.

A project cannot link to the same program

through two different hierarchies.

Project 2

Program A Program C

Project 1

Project 2

Program AProgram B Project 1

Example of some characteristics of program hierarchies.

9999



Program ManagementEnabling Programs

100100



Program ManagementLinking Project to Programs

Link multiple Child

projects to the

Program

101101



Program ManagementRolling up Program Information

Oracle Project

Management

Work plan Progress Financial

Oracle Project Management rolls up these three types of information from linked projects to

a program.

102102



Program ManagementRolling up Work Plan Information

Work plan Information rolled up to the program

Scheduled

Dates

Planned Effort

and Cost

103103



Program ManagementRolling up Progress Information


Program

Actual Effort & Cost

Program Hierarchy

Actual & Estimated

Dates

Earned Value

ETC Effort & Cost

Physical % Complete

104104



Program ManagementRolling up Financial Information


Program

Actual Effort & Cost

Program Hierarchy

Budgets & Forecast

Revenue

Profitability

Billing & Collections

105105



Supplier Invoice Dash Board

(New R12.1 Feature)

106106



Supplier Invoice Dash BoardOverview

Release 12.1.1 provides a new dashboard for viewing and monitoring the status of supplier

invoices for a given project. Seeded views allow the user to view all invoices for a project

or all outstanding invoices for the project. Search options are also available to allow the

user to select invoices of interest.

107107



Supplier Invoice Dash BoardDescription

Use Supplier Invoice Summary to view & manage supplier invoices

Search for specific supplier invoices

View supplier invoice summary by supplier

View detailed invoice information

View deliverables for a related purchase order

Apply & release holds on supplier invoices

108108



Supplier Invoice Dash BoardProcess

Supplier Invoice Summary

109109




View the list of supplier invoices for a project from this screen

110110




View Deliverables

View deliverable

details for the

selected PO

111111



Supplier Invoice Dash BoardDependencies and Interactions

• Oracle Payables

–View supplier invoice numbers after they are accounted for

• Oracle Receivables

–View customer receivable invoice & receipt information

112112



Supplier Payment Controls (New R12.1 Feature)

113113



Supplier Payment ControlsOverview

Release 12.1.1 provides new capabilities to support the management and control of

subcontractor payments in Engineering & Construction companies. New capabilities within

Oracle Projects, Oracle Procurement and Oracle Financials allow the end-to-end

management of the following common construction industry scenarios:

Description:

Create purchase orders with Pay When Paid terms

Automatically place payment holds for invoices matched to any PO with Pay When

Paid term

Automatically link supplier invoices to customer receivable invoices for Pay When

Paid holds for suppliers on cost based payment terms

Manually link supplier invoices to customer invoices

Specify purchase order deliverable due datesAutomatically place payment holds for invoices matched to any PO with an

outstanding deliverable

Automatically release payment holds on supplier invoices when a related customer

receivable invoice is paid in full

Manually release Pay When Paid or deliverable holds Send notifications when receipts are applied on a customer receivable invoice

Use your own extension to determine when to release a supplier invoice

114114



Supplier Payment ControlsProcess

Create PO in Oracle Procurement

Enable Profile Option PA:Pay When Paid to display pay when paid attribute on

terms region of complex PO and the Initiate Payment Hold Region for Contractual

Deliverables

Create POs

•Add project information

•Add Pay When Paid terms

•Add deliverables with due dates

Dependence on Oracle Procurement

Create Supplier Invoices

Use seeded Oracle Payables Hold Types to place holds on PO terms

•Pay When Paid Hold

•PO Deliverable Hold

Place Invoice Holds Automatically

Payables invoice validation program applies new holds when the Supplier invoice

is matched to a PO that has…

•Pay When Paid term enabled

•Overdue deliverables

115115




Automatically link supplier Invoices for cost based billing

Generate draft customer invoices for cost based billing

Draft invoice amounts based on supplier costs interfaced to Projects

Automatically link draft receivable invoice and supplier invoice

Link supplier invoices for non-cost based billing manually

Generate draft customer invoices for event or milestone based billing

Manually link draft invoices to supplier invoices

Manage Linked Invoices for a Customer Invoice

Use the Linked Supplier Invoices section in the existing Financial tab > Billing sub

tab to:

•View supplier invoices linked to draft customer invoice

•Link or unlink a supplier invoice while approving a draft receivable invoice

•Release Pay When Paid and deliverable holds from linked supplier invoices

•View deliverables pending against a PO matched to a linked supplier invoice

116116




Apply Receipts

Send draft invoices to Receivables

Apply receipts to Receivable invoices

•Generate notification automatically when you apply receipts to an invoice with

linked supplier invoices,

•In the notification, automatically list:

Linked supplier invoices to be released

Supplier invoices on payment hold which are not be released

Release Holds

Pay When Paid holds can be released when:

•A linked customer invoice is paid in full

•It is released manually in Projects

•It is release manually in Oracle Payables

Deliverable holds can be released when

•An overdue deliverable is met

•It is released manually in Projects

•It is released manually in Oracle Payables

117117




View Release Holds

Hold release reasons seeded in Oracle Payables

•Project Manager Release

•Automatic Release

View release information about invoices in Payables when holds are released

Automatically Release Pay When Paid Holds

Run the PRC: Release Pay When Paid Invoices program

Run draft available for automatic release

Run in final mode to release supplier invoices holds

To release holds when receivable invoices are paid in full:

•Use standard logic

•Specify your own logic using the client extension option

Use the output report to view

•Supplier Invoices released from payment hold

•Unreleased supplier invoices

•Ineligible projects

118118




Automatically Release Deliverable Holds

Release PO Deliverable holds automatically:

•Update the PO Deliverable in Oracle Procurement when the overdue

deliverable as been met

•Run the invoice validation program in Oracle Payables

Manually Release Holds in Projects

Use the Supplier Invoice Dashboard to release:

•Pay When Paid holds

•PO Deliverable holds

Search for invoices to release based on either:

•Customer receivable invoice number

•Supplier

•Supplier invoice number

Released supplier invoices are eligible for payment even if supplier invoices are

linked to more than one

•Customer

•Project

119119




Release Hold from the Supplier Invoice page

Select Supplier Invoices

and Release hold manually

120120




Release Hold manually from the Linked Supplier Invoice page

Select a Customer

Receivable Invoice to view

linked Supplier Invoices and

Release hold manually

121121




Release Hold manually from the Supplier and Customer Invoices page

Select Supplier Invoices to

release an Invoice on hold

manually

122122




Manually Release Holds

Release holds manually from Oracle Payables

•Use the Oracle Payables invoice workbench

•Payables records the release date and reason

123123



Supplier Payment ControlsDependencies and Interactions

• Oracle Purchasing

–New Pay When Paid PO term

–Add deliverables with due dates to a PO

–Track and manage deliverable dates

• Oracle Payables

–Automatically place a hold on a supplier invoice for Pay When Paid or PO deliverable

–Automatically release a hold on a supplier invoice for PO deliverables that are met

–Record hold and hold release information

124124



Project Collaboration

125125



Project CollaborationOverview of Project Collaboration

Structured

Project

Workspace

Customers

Contingent

Workers

Employees

TeamMembers

Share Documents

Resolve

Issues

Coordinate Work

TeamCollaboration

126126



Project CollaborationTeam Member Home Page Layout

Team Member home page

allows members to view

assigned actions, owned

work and task/deliverable

assignments.Action for

issues and progress entry

for tasks can be

performed from this page.

127127



128128



Thank You !