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How To Setup and Integrated PA With Other Modules
How To Setup and Integrated PA With Other Modules
Mehmood Merali
Ernst and Young LLP
Introduction
This paper introduces the basic concepts of
integrating Oracle Projects (PA) with five other
modules, namely Oracle General Ledger (GL),
Oracle Purchasing (PO), Oracle Payables (AP),
Oracle Receivables (AR) and Oracle Assets
(FA).
This paper discusses the following items for
each integration point:
1.
2.
3.
Setup>Journal>Categories
Setup>System>Implementation Options>Billing
Concurrent Manager Processes
The following concurrent processes must be
executed for the data to be pushed into the
journal import table, and subsequently pulled
from this table to be posted into the GL:
(please note: expenditures must be distributed
and invoices generated prior to running these
processes.)
project name
task name
expenditure type
expenditure organization
expenditure item date
project number
task number
expenditure type
expenditure organization
expenditure item date
quantity, if setup option Cost Rate
Required is set to Yes.
Setup>Financials>Flexfields>Descriptive>Segm
ents
Integrating Oracle
Projects and Receivables.
PA integrates into AR by generating draft
invoices and sending them to AR for printing
and tracking customer payments.
Data Flow
PA loads the invoices into AR via ARs
AutoInvoice feature. Project information is
stored in the invoice via the transaction
flexfield.
You can also verify the predefined AR Line
Ordering Rules as follows:
Set up Parameters
Oracle predefines the following parameters in
AR:
Invoice Source = PA INVOICES;
AutoInvoicing Rule = PA INVOICES
Line Ordering Rule = PA LINE ORDER
Grouping Rule = PA GROUPING RULE
Setup>Transactions>AutoInvoice>Line
Ordering Rules
Conclusion
Mehmood Merali
Ernst & Young, LLP