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How to Enter a Project Number for Items with Destination Type of Inventory (Doc ID 150221.1)

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PURPOSE
-------

This document will clarify the setups required to allow project tracking
for a purchase order line distribution. The setups will vary between release
11.0 and 11.5.

SCOPE & APPLICATION

-------------------

This document is intended for those persons involved in setting up the

purchasing application which is integrated with projects manufacturing.

How to Enter a Project Number for Items with Destination Type of Inventory
or Shop Floor
-----------------------------

Users can enter project information for purchase order line distibutions if
the Projects or Project Manufacturing applications are installed.
The requirements differ depending on the Destination Line Type.

Line Type: Expense Destination

-------------------------------

For PO lines with Expense type destination, you only need to have
Oracle Projects installed.

Navigate > Purchase Orders > PO Shipments > Distributions

1. Choose the Project tabbed region.

2. Select a Project Number.
3. If you entered a Project number, select a Task number.
4. Enter Expenditure information.
Expenditure information is required only if your Destination Type
is Expense.
?Select the Expenditure Type.
?If you chose an Expenditure Type, enter an Expenditure
Organization.
?If you chose an Expenditure Organization, select the Expenditure
Date.
5. Note that the distribution Quantity that will be charged to the
project should already be entered for you.
If you change the Quantity here, then the distribution Quantity on
the purchase order line changes as well.
6. Save your work.
The Charge, Budget, Accrual, and Variance accounts in the
Account Description region are generated automatically. See:
Using the Account Generator in Oracle Purchasing: Purchasing User's
Guide page C ? 9.

According to the Purchasing User's Guide, page 4-79,

Line Type: Inventory or Shop Floor Destination

-----------------------------------------------

In order to enter project information for PO lines with Inventory or Shop

Floor destinations, Oracle Project Manufacturing must be installed.

To enable this level of tracking, The Project Reference Enabled box must
be checked in the Organization Parameters Window. This will be accessed
differently in release 11.0.3 and 11.5.

For 11.0.3,
Sign on to app with Purchasing Manager Responsibility

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Navigator: Setup/Organization/Organizations.
Query up your organization for which you want to control costing.
In the Organization Classifications zone at the bottom of this screen,
highlight "inventory organization" and click the "others" button.
Obviously, this must be an inventory organization and it must be enabled.
When the additional organization info dialog box comes up, click
"inventory". This brings up the Organization Parameters for this org.
There is a drop down box, and you should click on this to select
'Project information".
Project Reference Enabled box must be checked in order to select the
Project Control Level.

For 11.5,
Sign on to the application with a Project Manufacturing responsibility
like Project Manufacturing Super User.
Navigate to Inventory/Setup/Organizations/organizations.
Query the organization.
Click on the Project Manufacturing Organization to highlight it.
Click the 'others' button.
Look under the 'general' tab to see the 'enable project references' box.

To enter project information on the PO distribution line for Inventory or Shop

Floor items:
1. Choose the Project tabbed region.
2. Select a Project Number.
For a Destination Type of Inventory or Shop Floor, you can
optionally enter a Project Number if the Project Control Level is set
to Project in the Project Information region of the
Organization Parameters window. See navigation above.
3. If you entered a Project number, select a Task number.
You must enter a Task number for a Destination Type of Inventory
or Shop Floor, if the Project Control Level is set to Task in the
Organization Parameters window and if you have entered a Project
number.
4. Expenditure information is required only if your Destination Type
is Expense.
5. Note that the distribution Quantity that will be charged to the
project should already be entered for you.
If you change the Quantity here, then the distribution Quantity on
the purchase order line changes as well.
6. Note that a Unit Number field is visible if Project Manufacturing is
installed.
If the item is under model/unit effectivity control, you must select
an end?item model Unit Number. This field is disabled if the item
is not under model/unit effectivity control. See: Model/Unit
Effectivity, Oracle Project Manufacturing Implementation Manual.
Note: You can also view the Unit Number as a hidden field in the
Purchase Order Distributions summary window.
7. Save your work.

RELATED DOCUMENTS
-----------------

Purchasing User's Guide, page 4-79

Didn't find what you are looking for?

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