178
PA Manager Created on 11/1/2016 10:53:00 PM
PA Manager
Created on 11/1/2016 10:53:00 PM
Training Guide
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Table of Contents PA Manager................................................................................................................... 1
Manage Projects ....................................................................................................... 1 Approve a Project ..................................................................................................................... 1 Change the Current Project Status to pending close ............................................................... 3 Close a Project ......................................................................................................................... 6
Maintain Project Periods .........................................................................................12 Open Next PA Period ............................................................................................................. 12 Close Current PA Period ........................................................................................................ 17 Set Current PA Reporting Period ........................................................................................... 22
Create and Maintain Projects ..................................................................................27 Create a Capital Project Using a Template ............................................................................ 27 Create an Indirect Project from a Template ........................................................................... 40 Submit a Project for Approval ................................................................................................ 49 Review Project Status ............................................................................................................ 57 Review a Project Status for Labor By Person Other Than Project Manager ........................ 71 Enter New Project Task.......................................................................................................... 76 Maintain Descriptive Flexfield Information at the Project Level ............................................. 84
Run Projects Transactions ......................................................................................91 Review Expenditures.............................................................................................................. 91 Enter Pre-Approved Expenditure Batch ................................................................................. 95 Transfer Expenditure Cost ................................................................................................... 105 Interface Supplier Invoices from Payables ........................................................................... 111 Run Update Project Summary ............................................................................................. 119 Run EXC: Transactions Exception Details by PA Period ..................................................... 128 Generate Cost Accounting Events ....................................................................................... 136
Maintain Asset Lines ............................................................................................. 143 Enter and Assign Assets to a Project ................................................................................... 144 Generate Asset Lines for a Capital Project .......................................................................... 149 Interface Asset Lines to Fixed Assets .................................................................................. 157 Tie Back Assets to a Project ................................................................................................ 165
Training Guide
Page 1
PA Manager
Manage Projects
In this section, the student will learn how to:
Approve a project
Change the current project status to pending close
Close a project
Approve a Project
Procedure This topic covers: - Approve a project Estimated time to complete this topic: 1 minutes
Step Action
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To approve a project, click the valid project in the worklist. Click the Project "21703" approval required link.
Step Action
2. As the approver, you have the option to approve the project, reject the project, reassign the project or request information. In this example, we will approve the project Click the Approve button.
3. This topic covered: - Approve a project End of Procedure.
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Change the Current Project Status to pending close
Procedure This topic covers: - Change the current project status. Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To change the current project status to pending close, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Manager link.
2. Click the Setup menu.
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Step Action
3. Click the System menu.
4. Click the GL Periods link.
Step Action
5. The GL Periods for Projects window is displayed. The GL periods for projects window is used to search of the appropriate GL period.
6. Search for the GL period using query by example. Press [F11] on your keyboard to initiate the search.
7. Select the field you will search. In this example, click in the Fiscal Year field.
8. Enter the appropriate year information into the Fiscal Year field. In this example, enter "2016".
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Step Action
9. Once the search criteria is entered, press [Ctrl+F11] on your keyboard to execute the search.
10. The search lists down all the relevant options. Select the appropriate status from the list to change the project status. In this example, click in the Period Status-Open field.
11. Click the Period Status LOV button to view more options.
12. All the available options are listed. The period status can be changed using any of the available status. Select the appropriate option from the list. In this example, click the Pending Close status.
13. Click the OK button.
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Step Action
14. After making the changes, save you work using the toolbar. Click the Save button.
15. Click the Close button once the process is complete.
Step Action
16. This topic covered: - Change the current project status. End of Procedure.
Close a Project
Procedure This topic covers: - Close a project
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Estimate time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To close a project, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Manager link.
2. Click the Projects submenu to open Oracle forms.
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Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria.
4. In this example, we will search for a project. Click the Project Search for LOV button to view more options.
5. Click the Projects list item.
6. Click the Find button to execute the search.
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Step Action
7. The Projects, Templates Summary window is displayed. The projects, templates summary window displays a summary listing of projects and/or templates to copy or open.
8. Select the project to close. Click in the CCB/CCAB Renv/ Repl Projs-2 field.
9. Click the Open button.
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Step Action
10. To close a project, click the Change Status button.
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Step Action
11. The Project Status window is displayed. The project status window is used to select the status of the project.
12. Select the appropriate status from the list. To close the project, click the Closed option from the list.
13. Click the OK button.
Step Action
14. When you are done closing the project, close all the windows by clicking on the Close button.
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Step Action
15. This topic covered: - Close a project End of Procedure.
Maintain Project Periods
You define the PA periods you want to use in the calendar associated with your ledger. When the PA period type is
defined for the operating unit, the system copies accounting periods from the calendar of the ledger.
In this section, the student will learn how to:
Open Next PA Period
Close Current PA Period
Set Current PA Reporting Period
Open Next PA Period
Procedure This topic covers: - Open next PA period
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Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To open next PA period, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Manager link.
2. Click the Setup menu.
3. Click the System menu.
4. Click the GL Periods link.
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Step Action
5. The GL Periods for Projects window is displayed. The GL periods for projects window is used to manage GL periods.
6. Search for the appropriate GL period using query by example. Press [F11] on your keyboard to initiate the query by example.
7. Select the field to search. In this example, click in the Fiscal Year field.
8. Enter the appropriate year into the Fiscal Year field. In this example, enter "2016".
9. Press [Ctrl+F11] on your keyboard to execute the search.
10. The search displays all the relevant options. Select the appropriate GL period to open. In this example, click in the Period Status field for SEP-16 period.
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Step Action
11. Click the Period Status LOV button to view more options.
Step Action
12. The Control Statuses window is displayed. The control statuses window is used to select the appropriate project status.
13. Select the appropriate status. In this example, click the Open option.
14. Click the OK button.
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Step Action
15. When done, save your work. Click the Save button.
16. Click the Close button after the process is complete.
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Step Action
17. This topic covered: - Open next PA period End of Procedure.
Close Current PA Period
Procedure This topic covers: - Close current PA Period Estimated time to complete this topic: 3 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To close current PA period, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Manager link.
2. Click the Setup menu.
3. Click the System menu.
4. Click the GL Periods link.
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Step Action
5. The GL Periods for Projects window is displayed. The GL periods for projects window is used to search of the appropriate GL period.
6. Search for the GL period using query by example. Press [F11] on your keyboard to initiate the search.
7. Select the field you will search. In this example, click in the Fiscal Year field.
8. Enter the appropriate year into the Fiscal Year field. In this example, enter "2016".
9. Press [Ctrl+F11] on your keyboard to execute the search.
10. The search displays all the relevant options. Select the appropriate GL period to close. In this example, click in the Period Status field for MAY-16 period.
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Step Action
11. Click the Period Status LOV button to view more options.
Step Action
12. The Control Statuses window is displayed. The control statuses window is used to select the status for the project.
13. Select the appropriate status. In this example, click the Closed option.
14. Click the OK button.
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Step Action
15. When done, save your work using the Save button on the tool bar. Click the Save button.
16. Click the Close button after the process is complete.
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Step Action
17. This topic covered: - Close current PA period End of Procedure.
Set Current PA Reporting Period
Procedure This topic covers: - Set current PA reporting period Estimated time to complete topic: 2 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To set current PA reporting period, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Manager link.
2. Click the Setup menu.
3. Click the System menu.
4. Click the PA Periods link.
5. The Maintain PA Period Statuses window is displayed. The maintain PA period statuses window is used to update the status of Projects periods. To initiate a search using query by example, for the Projects period, press [F11].
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Step Action
6. Click on the field you will query. Click in the PA Period field.
7. Enter the appropriate information into the PA Period field. In this example, enter "%16".
8. To perform the query, press [Ctrl+F11].
9. The query returns all PA Periods ending with "16". To change the PA period status, click the Set Reporting Period button.
10. The Set Reporting Period (CCP (OU)) window is displayed. The set reporting period window is used to select the reporting period you will set. Note: The next reporting period defaults to the next open period. Click the OK button to set the reporting period.
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Step Action
11. A Decision window is displayed. Click the OK button to continue.
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Step Action
12. By default, the screen returns to the top of the list. Click the Close button.
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Step Action
13. This topic covered: - Set current PA reporting period End of Procedure.
Create and Maintain Projects
To create a new project, you find a template or an existing project that best matches your project needs, copy the
template, use Quick Entry to modify information unique to the new project, and then modify or add tasks and any
other project options that are required for your project definition.
In this section, the student will learn how to:
Create a Capital Project using a Template
Create an Indirect Project From a Template
Submit a Project for Approval
Review Project Status
Review a Project Status for Labor by Person Other Than Project Manager
Enter New Project Task
Maintain Descriptive Flexfield Information at the Project Level
Create a Capital Project Using a Template
Procedure
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This topic covers: - Create a capital project using a template Estimated time to complete this topic: 6 Minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To create a capital project using a template, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Projects submenu to open Oracle forms.
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Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria. Click the Project Search for dropdown list.
4. In this example, we will search for all templates only. Click the Templates list item.
5. Click the Find button to execute the search.
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Step Action
6. The Projects, Templates Summary window is displayed. To view more templates, click the Vertical scrollbar.
7. Select the appropriate template from the list. In this example, click in the T, SP Capital Improvement field.
8. To copy the capital project template into a new capital project. Click the Copy To... button.
9. The Project Quick Entry window is displayed. The project quick entry window is used to enter the required project information.
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Step Action
10. Click in the Project Name field.
11. Enter the appropriate name into the Project Name field. In this example, enter "Training Capital Project".
12. Click in the Long Name field.
13. Enter the appropriate name into the Long Name field. In this example, enter "Training Capital Project".
14. Click in the Project Manager field.
15. To search for the project manager's name, click the Project Manager LOV button.
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Step Action
16. The Employee Names window is displayed. The employee names window is used to select the project manager. Click in the Find field to enter the search criteria.
17. Enter the appropriate name into the Find field. Enter all or part of the name in the search field using the “%” wildcard character, if needed. In this example, enter "vaughn%".
18. Click the Find button to execute the search.
19. All the available options are listed. Select the appropriate option. In this example, select Vaughn, Latoya M from the list.
20. Click the OK button.
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Step Action
21. Click in the Project Group field.
22. To search for the project group of the new capital project, click the Project Group LOV button.
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Step Action
23. The Class Codes window is displayed. The class codes window is used to select the project class code. Select the appropriate project group for the new capital project. In this example, click the Capital Improvement Projects from the list.
24. Click the OK button.
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Step Action
25. Click the Vertical scrollbar to view more options.
26. Click in the Building ID field.
27. To search for the building ID of the new capital project, click the Building ID LOV button.
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Step Action
28. The Class Codes window is displayed. The class codes window is used to select building ID. Select the appropriate building ID. In this example, click the CF 003.001 option.
29. Click the OK button.
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Step Action
30. Click in the Project Status field.
31. To search for the project status of the new capital project, click the Project Status LOV button.
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Step Action
32. The Project Statuses window is displayed. The project status window is used to select the current project status. Select the appropriate project status from the list. In this example, click the Submitted option.
33. Click the OK button.
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Step Action
34. Click the OK button to continue.
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Step Action
35. Note: The Training Capital Project is created. Click the Close button after the process is complete.
Step Action
36. This topic covered: - Create a capital project using a template. End of Procedure.
Create an Indirect Project from a Template
Procedure This topic covers: - Create an indirect project from a template Estimated time to complete this topic: 6 Minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To create an indirect project using a template, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Projects submenu to open Oracle forms.
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Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria. Click the Project Search for dropdown list.
4. In this example, we will search for all templates only. Click the Templates list item.
5. Click the Find button to execute the search.
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Step Action
6. Select the appropriate indirect project template from the list. In this example, click in the T, Federal Direct Name field.
7. To Copy the indirect project template to a new indirect project. Click the Copy To... button.
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Step Action
8. The Project Quick Entry window is displayed. The project quick entry window is used to enter the required project information.
9. Click in the Project Name field.
10. Enter the appropriate name into the Project Name field. In this example, enter "Training Indirect Project".
11. Click in the Long Name field.
12. Enter the appropriate name into the Long Name field. In this example, enter "Training Indirect Project".
13. Click in the Project Manager field.
14. To search for the project manager's name, click the Project Manager LOV button.
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Step Action
15. The Employee Names window is displayed. The employee names window is used to select the project manager name. Click in the Find field to enter the search criteria.
16. Enter the appropriate name into the Find field. Enter all or part of the name in the search field using the “%” wildcard character, if needed. In this example, enter "vaughn%".
17. Click the Find button to execute the search.
18. All the available options are listed. Select the appropriate option. In this example, select Vaughn, Latoya M from the list.
19. Click the OK button to continue.
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Step Action
20. Click in the Project Group field.
21. To search for the project group of the new capital project, click the Project Group LOV button.
Step Action
22. The Class Codes window is displayed. The class codes window is used to select the project class code. Select the appropriate project group for the new capital project. In this example, click the Grants Projects from the list.
23. Click the OK button.
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Step Action
24. Click the Vertical scrollbar to view more options.
25. Click in the Project Status field.
26. To search for the project status of the new capital project, click the Project Status LOV button.
27. The Project Statuses window is displayed. The project status window is used to select the current project status. Select the appropriate project status from the list. In this example, click the Submitted option.
28. Click the OK button.
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Step Action
29. Click the OK button to continue.
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Step Action
30. Note: The Training Indirect Project is created. Click the Close button after the process is complete.
Step Action
31. This topic covered: - Create an indirect project from a template End of Procedure.
Submit a Project for Approval
Procedure This topic covers: - Submit a project for approval Estimated time to complete this topic: 3 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To submit a project for approval, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Projects submenu to open Oracle forms.
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Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria.
4. In this example, we will search for a project. Click the Search for dropdown list.
5. Select the appropriate option from the list. In this example, click the Projects list item.
6. Click the Find button to execute the search.
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Step Action
7. The Projects, Templates Summary window is displayed. The projects, templates summary window is used to create new projects from existing projects and templates and manage projects and templates.
8. As you navigate through the menus, the menus will expand to display submenus and activities. You may need to scroll up or down to see additional menu items. Click the Vertical scrollbar to scroll down.
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Step Action
9. Select the appropriate project. In this example, click in the 20049 Number field.
10. Click the Open button to open the project.
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Step Action
11. The Projects, Templates window is displayed. The projects, templates window is used to select project for additional processing, such as adding more information to the project.
12. Click the Change Status button.
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Step Action
13. The Project Status window is displayed. Select the appropriate project status In this case, click the Submitted option.
14. Click the OK button.
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Step Action
15. Note: The Status is not changed to Submitted. Click the Close button after the process is complete.
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Step Action
16. This topic covered: - Submit a project for approval. End of Procedure.
Review Project Status
Procedure This topic covers: - Review Project Status Estimated time to complete this topic: 5 Minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To review a project status, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Project Status link.
3. The Find Project Status (CCP (OU)) window is displayed. The find project status window is used to search for a project using pre-defined search criteria.
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Step Action
4. To search for a project by name, click in the Project: Name field.
5. Search by selecting from a list of values, click the Project: Name LOV (List of Values) button.
6. The Project Names window is displayed. The project names window is used to select the project name from a list of values.
7. Enter the name of the project to be queried into the Find field. You may enter a partial name or use the wildcard "%" to represent one or several characters. In this example, enter "%".
8. Click the Find button to initiate the search.
9. The project names list of values are displayed. Select the appropriate project name from the displayed list. In this example, click the CCB/CCAB Renu/Repl Projs Project Name cell.
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Step Action
10. Click the OK button.
11. Click the Find button to initiate the search.
12. The Project Status (CCP (OU)) window is displayed. The project status (CCP (OU)) window is used to view status information of the project.
Step Action
13. Click the Events button to view the project event information.
14. The Events Details window is displayed and displays the project event details.
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Step Action
15. View project event details and close the window when done. Click the Close button.
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Step Action
16. Click the Invoices button to view project invoice information.
17. The Invoice Summary window (CCP (OU)) window is displayed. The invoice summary window (CCP (OU)) window display invoice summary details.
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Step Action
18. View project invoice details and close the window when done. Click the Close button.
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Step Action
19. Click the Commitments button to view project commitment information.
20. The Find Commitments (CCP (OU)) window is displayed. The find commitments (CCP (OU)) window is used to search for project commitments.
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Step Action
21. Find and view project commitments and close the window when done. Click the Close button.
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Step Action
22. Click the Resource Status button to view project resource status information.
23. The Resource Status (CCP (OU)) window is displayed. The resource status window is used to display project resource status details.
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Step Action
24. View resource status details and close the window when done. Click the Close button.
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Step Action
25. Click the Task Status button to view project task status information.
26. The Task Status (CCP (OU)) window is displayed. The task status (CCP (OU)) window is used to display project task details.
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Step Action
27. View project tasks details and close the window when done. Click the Close button.
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Step Action
28. Click the Close button.
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Step Action
29. Click the Close button.
30. This topic covered: - Review Project Status End of Procedure.
Review a Project Status for Labor By Person Other Than Project Manager
Procedure This topic covers: - Review a Project Status for Labor by Person Other Than Project Manager Estimated time to complete this topic: 2 minutes
Step Action
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To review a project status for labor by person other than project manager, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Project Status link.
Step Action
3. The Find Project Status (CCP (OU)) window is displayed. The find project status window is used to search for a project using pre-defined search criteria.
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Step Action
4. To search for the project to review by project number, click the Project: Number LOV (List of Values) button.
Step Action
5. The Project Numbers window is displayed. The project numbers window is used to select a project number from a list of values.
6. Click in the Find field.
7. Enter the appropriate project number, or a partial value followed by the percent sign ( % ) into the Find field. In this example, enter "%".
8. Click the Find button to perform the search.
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Step Action
9. The results of the submitted query are displayed. Select the relevant project from the displayed list. In this example, select project number 20028.
10. Click the OK button.
Step Action
11. Click the Find button to perform the search.
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Step Action
12. Since you are not the project manager of the project, you are unable to see the project status of the project and no transactions are returned from the search. Note: The highlighted message shows no transactions are returned.
13. Click the Close button.
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Step Action
14. This topic covered: - Review a Project Status for Labor By Person Other Than Project Manager End of Procedure.
Enter New Project Task
Procedure This topic covers: - Enter new project task Estimated time to complete this topic: 8 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To enter a new project task, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Projects submenu to open Oracle forms
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Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria. In this example click the Find button to search for all projects and templates.
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Step Action
4. The Projects and Templates Summary window is displayed. The projects and templates summary window is used to select the appropriate project or template to copy or select for additional processing. In this example, click the Vertical scrollbar to view additional projects and templates..
5. Select the appropriate project or template. In this example, click in the 20049 field.
6. Click the Open button.
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Step Action
7. The Projects, Templates window is displayed. The projects, template window is used to manage project-level task information. In this example, click the Tasks row.
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Step Action
8. To add a new project task, highlight the line above where you will add the new project task. Click in the Task Number field.
9. Click the Create Peer Task button to create a new project task.
10. Enter the appropriate number into the Task Number field. In this example, enter "7.0".
11. Click in the Task Name field.
12. Enter the appropriate name into the Task Name field. In this example, enter "Post Impl".
13. Click in the Description field.
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Step Action
14. Enter the appropriate description into the Description field. In this example, enter "Post Implementation Support".
15. When done, save your work using the Save button on the tool bar. Click the Save button.
16. Close the windows once the process is complete.
Step Action
17. Click the Close button.
18. Click the Close button.
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Step Action
19. Click the Close button.
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Step Action
20. This topic covered: - Enter a new project task Estimated time to complete this topic: 4 minutes End of Procedure.
Maintain Descriptive Flexfield Information at the Project Level
Procedure This topic covers: - Maintaining Descriptive Flexfield Information at the Project Level Estimated time to complete this topic: 3 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To maintain descriptive flexfield information at the project level, navigate to the Projects, Templates Summary window . Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Manager link.
2. Click the Projects link.
Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria. Click the Find button.
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Step Action
4. The Projects, Templates Summary window is displayed. The projects, templates summary window is used to select the relevant project. Click in the Project Select field.
5. Click the Open button.
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Step Action
6. The Projects, Templates window is displayed. The projects, templates, window is used to manage project detail. In this example, click in the [ ] Descriptive Flexfield field.
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Step Action
7. The Projects window is displayed. The projects window is used to maintain descriptive flexfield information at a project level. Click the Program Number LOV (List of Values) button.
8. The Program Number window is displayed. The program number window is used to select the program number of the project. Click the 10065 program number.
9. Click the OK button.
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Step Action
10. Optionally, enter Legacy Project Number and Total Expenditure Amount. In this example, we will enter Total Expenditure Amount. Click in the Total Expenditure Amount field.
11. Enter the appropriate information into the Total Expenditure Amount field. In this example, enter "10000000".
12. Click the OK button.
Step Action
13. Save your work. Click the Save button.
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Step Action
14. Your work has been saved. Click the Close button.
Step Action
15. Click the Close button.
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Step Action
16. Click the Close button.
17. This topic covered: - Maintaining Descriptive Flexfield Information at the Project Level End of Procedure.
Run Projects Transactions
In this section, the student will learn how to:
Review Expenditures
Enter Pre-Approved Expenditure batch
Transfer Expenditure Cost
Interface Supplier Invoices from Payables
Generate Cost Accounting Events
Run Update Project Summary
Run EXC: Transaction Exception Details by PA Period
Review Expenditures
Procedure
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This topic covers: - Reviewing expenditures in Grants Estimated time to complete this topic: 1 minute
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To review expenditures, navigate to the Find Project Expenditure Items page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP GA Manager link.
2. Click the Expenditures submenu.
3. Click the Expenditure Inquiry submenu.
4. Click the Actuals link.
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Step Action
5. The Find Project Expenditure Items window is displayed. You can search by any single criteria or any combination of criteria. Enter a project number into the Project Number field. In this example, enter "20028".
6. Click the Find button.
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Step Action
7. The Project Expenditure Items page is displayed. Scroll to the right to view additional fields. Click the Vertical Scrollbar.
8. Additional fields are displayed. Scroll to the right to view additional fields. Click the Vertical Scrollbar.
9. The rest of the fields are displayed. Click the Close button.
10. This topic covered: - Reviewing expenditures in Grants End of Procedure.
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Enter Pre-Approved Expenditure Batch
Entering Pre-Approved Expenditure Batches
Enter pre-approved expenditures, such as timecards or usage logs, in batches. If you
enter expenditures in a batch, Oracle Projects processes them as a group. In addition,
when you release the batch for cost distribution, Oracle Projects releases all
expenditures in the batch simultaneously.
Batch entry promotes accuracy and efficiency. You can use batches to:
• Reduce data entry. You can create a new timecard batch by copying any previously created batch.
• Verify accuracy by tracking variances between actual and entered totals.
• Easily locate a group of expenditures to correct, submit for review, or release for cost distribution.
When you enter pre-approved expenditures, you first create a new batch, then enter the
expenditures in the batch and their associated expenditure items. When you have
entered all expenditures and expenditure items, you can submit the contents of the
batch. Typically, your supervisor reviews your submitted batches and releases them for
cost distribution.
Statuses for Pre-Approved Expenditure Batches
Pre-approved expenditure batches can have one of the following statuses:
Working The expenditure batch is not ready for review. You can
enter timecards, usages, miscellaneous transactions, burden
transactions, inventory transactions, or work-in-process
transactions and modify their expenditures and
expenditure items.
Submitted The batch is awaiting review. You can still retrieve the
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batch if you need to make corrections.
Released The expenditure batch has been released for cost
distribution. You can reverse incorrectly entered
expenditure items within the batch.
Note: You can choose Unreleased from the Status poplist in the Find
Expenditure Batches window to retrieve both Working and Submitted
expenditure batches.
Procedure This topic covers: - Entering a pre-approved expenditure batch Estimated time to complete this topic: 7 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To enter a pre-approved expenditure batch, navigate to the Expenditure Batches page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP PA Manager link.
2. Click the Expenditures menu.
3. Click the Pre-Approved Batches menu.
4. Click the Enter Actuals link.
5. The Expenditure Batches window is displayed. All fields in yellow are required. Fields in white can be updated and fields in grey cannot be updated.
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Step Action
6. The Operating Unit will default to your organization. You can change the operating unit to the one to which the expenditure batch belongs. In this example, we will accept the default. Click in the Batch field.
7. Using a unique batch name will help to identify this set of expenditures. Enter a batch name into the Batch field. In this example, enter "NEWTRNTST1".
8. Click in the Ending Date field.
9. Enter the expenditure ending date for the batch. Click the Ending Date LOV (List of Values) button.
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Step Action
10. The Calendar window is displayed. Click the October 7, 2016 button.
11. Click the OK button.
Step Action
12. Notice that the system automatically changes the Ending Date to a valid period-ending date. Select the expenditure class for this batch. Click the Class LOV list.
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Step Action
13. The Class list of values is displayed. Click the Miscellaneous Transaction list item.
14. All required fields are entered. Optionally, you can enter a description of the batch. Or, you can leave the field blank to use the name of the expenditure class. Click in the Description field.
15. The Description field is populated with the Class information. You can accept the populated data or you can change it to something appropriate for you. In this example, we will accept it as is.
16. You can check or uncheck the "All Negative Transactions Entered as Unmatched" or the "Reserve Expenditures In a Future Period" checkboxes as needed. In this example, we will leave both unchecked Also, optionally, you can enter control totals and a control count in the Amounts section. In this example, we will not enter any amounts.
17. Click the Expenditures button to enter the batch.
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Step Action
18. The Expenditures window is displayed. Click in the Organization field.
19. Click the Organization LOV button.
20. The Organizations window is displayed. Search for the organization. Click in the Find field.
21. Enter all or a portion of the organization number or name into the Find field. In this example, enter "10%".
22. Click the Find button.
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Step Action
23. The list of values with "10" in the beginning of the name is displayed. Accept the default value of 1009.TECHNOLOGY POLICY AND PLANNING. Click the OK button.
24. In the Expenditure Items section, click in the Expnd Item Date field.
25. The Expenditure Item Date will default to the date you entered for the Ending Date for the batch. As necessary, you can change the date. For this example, we will accept the default date. Click in the Project Number field.
26. Enter the appropriate number into the Project Number field. In this example, enter "21697".
27. Click in the Task Number field.
28. Click the Task Number LOV button.
29. The Task Number list of values is displayed. The lowest level task number is the default value. We will accept that value. Click the OK button.
30. We need to insert the Award Number field into the Expenditure Items section. Click the Folder menu.
31. Click the Show Field... menu item.
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Step Action
32. The Show Field window is displayed. Award Number is the default value. Click the OK button.
33. The Award Number field is now inserted into the row. Enter the appropriate number into the Award Number field. In this example, enter "10480".
34. Click in the Expnd Type field.
35. Click the Expnd Type LOV button.
36. The Expenditure Types window is displayed. Click the Professional Services type .
37. Click the OK button.
38. Click in the Quantity field.
39. Enter the amount into the Quantity field. In this example, enter "12500".
40. Click the Scrollbar to see the rest of the form.
41. Save your work. Click the Save button.
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Step Action
42. The record has been saved. Click the Close button.
Step Action
43. Submit the expenditure batch. Click the Submit button.
44. The record has been applied and saved. Release the expenditures. Click the Release button.
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Step Action
45. The expenditure has been released. Click the Close button.
46. This topic covered: - Entering a pre-approved expenditure batch End of Procedure.
Transfer Expenditure Cost
To transfer selected expenditures from one award to another award, perform the
following steps.
Procedure This topic covers: - Transferring expenditure cost in Grants Estimated time to complete this topic: 4 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To transfer expenditure cost, navigate to the Project Expenditure Items page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP GA Manager link.
2. Click the Expenditures submenu.
3. Click the Expenditure Inquiry submenu.
4. Click the Actuals link.
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Step Action
5. The Find Project Expenditure Items window is displayed. Enter a project number and a task number (optionally). Click the Project Number LOV (List of Values) button.
6. The Projects search window is displayed. Enter the full or portion of the project number into the Find field. In this example, enter "200%".
7. Click the Find button.
8. The refined Projects list of values is displayed. Click the 20026 project number cell.
9. Click the OK button.
10. The Project Number and the Project Name fields are populated. In this example, we will only enter the project number and not the task number. Click the Find button.
11. The Project Expenditure Items window is displayed. Details for transactions are displayed.
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Step Action
12. Select one or more raw cost transactions. Click in the Project field.
13. Select one or more cost transactions by placing the cursor in the Project field, pressing the Control (Ctrl) key and clicking the mouse. Press the [Ctrl] key and click in the Project field in the 6003 Trans Id row.
14. Notice how Trans Id 6003 row is now highlighted. Press the [Ctrl] key and click in the Project field for Trans Id 1003.
15. Now two rows have been highlighted. Navigate to the Transfer Items to Project Task window. Click the Tools menu.
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Step Action
16. The Tools menu is displayed. Click the Transfer 2 menu item.
Step Action
17. The Transfer Items to Project/Task window is displayed. All fields in yellow are required. You can search for the project number or enter it directly into the Project Number field. Enter a project number into the Project Number field. In this example, enter "20028".
18. Click in the Task Number field.
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Step Action
19. Notice the Project Name field is updated. You can search for the task number or enter it directly into the Task Number field. Enter the task number into the Task Number field. In this example, enter "1.0".
20. Click in the Award Number field.
21. Notice the Task Name has been updated. You can search for the award number or enter it directly into the Award Number field. Enter the award number into the Award Number field. In this example, enter "10006".
22. Click in the Award Name field.
23. All fields have been populated. Click the OK button.
24. A Decision window is displayed. If you choose to continue with the transfer, click the Yes button.
25. A Decision window is displayed. Click the CONTINUE_WO_MESSAGES button.
26. A Decision window is displayed. Click the Yes button.
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Step Action
27. This topic covered: - Transferring expenditure cost in Grants End of Procedure.
Interface Supplier Invoices from Payables
Procedure This topic covers: - Interfacing supplier invoices from Payables in Grants Estimated time to complete this topic: 3 minutes
Step Action
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To interface supplier invoices from Payables, navigate to the Submit a New Request page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP GA Billing Processor link.
2. Click the Reports submenu.
3. Click the Run submenu to open Oracle forms.
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Step Action
4. The Submit a New Request window is displayed. You can submit a Single Request or a Request Set depending on the report needs. In this example, we will submit a single request and it is selected by default. Click the OK button.
Step Action
5. The Submit Request window is displayed. Click the Name LOV button to view more options.
6. The Reports window is displayed. Click in the Find field to enter the search criteria.
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Step Action
7. Enter the appropriate report into the Find field. Enter all or part of the report name in the search field using the “%” wildcard character, if needed. In this example, enter "PRC".
8. Click the Find button to execute the search.
9. All the available options are listed. Select the appropriate report from the list. In this example, select PRC: Interface Supplier Costs from the list.
10. Click the OK button.
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Step Action
11. The Parameters window is displayed. Enter all the necessary parameters if needed. Click in the Through GL Date field.
12. Enter an appropriate date into the Through GL Date field. In this example, enter "31-jul-2016".
13. Click in the Through Transaction Date field.
14. Enter an appropriate date into the Through Transaction Date field. In this example, enter "31-jul-2016".
15. Click the OK button.
Step Action
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Step Action
16. Click the Submit button to execute the report. Click the Submit button.
17. A Decision window is displayed. Note: You may want to note the Request ID for the request you submitted. Click the No button if you don't need to run another report.
Step Action
18. The Navigator window is displayed. To view the report output, click the View menu.
19. Click the Requests menu.
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Step Action
20. The Find Requests window is displayed. Note: You can use the other parameters to find a particular request. Click the Find button to find the request you executed.
21. The Requests window is displayed. All the request you executed are listed below, the last one being the first on the list. The report Phase and Status shows the performance of the report.
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Step Action
22. Request ID fields for "Phase" and "Status" have been updated.. To display the output, click the View Output button.
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Step Action
23. The interface results are displayed. Click the Close button.
24. This topic covered: - Interfacing supplier invoices from Payables in Grants End of Procedure.
Run Update Project Summary
Processes and Reports
A process is a set of non-interactive tasks run in the background to accomplish a specific
goal. A report is an organized display of Grants Accounting information.
A report can be viewed online or sent to a printer. The content in a report can range
from a summary to a complete listing of values.
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Procedure This topic covers: - Running update project summary request in Grants Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To run the update project summary request, navigate to the Submit a New Request page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP GA Manager link.
2. Click the Reports submenu.
3. Click the Run link.
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Step Action
4. The Submit a New Request window is displayed. Select the type of request. The Single Request option is selected by default. Click the OK button.
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Step Action
5. The Submit Request window is displayed. Click the Name LOV (List of Values) button.
6. The Reports list of values is displayed. Click in the Find field.
7. Search for the "PRC: Update Project Summary Amounts" report. Enter a portion of the report name into the Find field. In this example, enter "PRC".
8. Click the Find button.
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Step Action
9. The search returned a list of values all starting with "PRC". Click the Scrollbar to see additional reports.
10. Click the PRC: Update Project Summary Amounts Reports cell.
11. Click the OK button.
12. The Parameters window is displayed. There are four required fields, which all have default values populated. Enter as many parameters as required to narrow your search for this report.
Step Action
13. Enter a project number into the From Project Number field. In this example, enter "20028".
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Step Action
14. Click in the To Project Number field.
15. The system autopopulates the To Project Number field. More fields could be entered to narrow the search for the report. For this example, we will just use the project number. Click the OK button.
Step Action
16. The report name, operating unit, and parameters are populated. Click the Submit button.
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Step Action
17. A Decision window is displayed. Note: You may want to note the Request ID for the request you submitted. Click the No button.
Step Action
18. Find your report. Click the View menu.
19. Click the Requests menu.
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Step Action
20. The Find Requests window is displayed. Accept the default values. Click the Find button.
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Step Action
21. The request is now running. You may need to click the Refresh Data button to update the "Phase" and "Status" fields. Click the Refresh Data button.
22. Request ID fields for "Phase" and "Status" have been updated.. To display the output, click the View Output button.
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Step Action
23. The "Update Project Summary Amounts" report is displayed. Scroll down to see more of the report. Click the Scrollbar.
24. The parameters selected are displayed in the report footer. Click the Scrollbar scrollbar.
25. The parameters selected are displayed in the report footer. You are at the end of the report.
26. This topic covered: - Running update project summary request in Grants End of Procedure.
Run EXC: Transactions Exception Details by PA Period
Procedure This topic covers: - Run "EXC: Transaction Exception Details by PA Period"
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Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To run the "EXC: Transaction Exception Details by PA Period" report, navigate to the Submit a New Request page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP PA Manager link.
2. Click the Reports menu.
3. Click the Run link.
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Step Action
4. The Submit a New Request window is displayed. Select single request or request set. The single request is selected by default. Accept the default and click the OK button to continue.
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Step Action
5. The Submit Request window is displayed. Click the Name LOV (List of Values) button.
6. The Reports list of values is displayed. Click in the Find field.
7. Enter all or a portion of the report name into the Find field before the percent sign (%). In this example, enter "EXC".
8. Click the Find button.
9. The Reports list of values containing report names beginning with "EXC" is displayed. Click the EXC: Transaction Exception Details by PA Period report.
10. Click the OK button.
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Step Action
11. The Parameters window is displayed. All fields in yellow are required fields. Click the From PA Period LOV button.
12. The From GL Period list of values is displayed. Select from PA period. The appropriate PA period is highlighted by default. Accept the default and click the JUL-16 From PA Period cell.
13. Click the OK button.
14. Click the To PA Period LOV button.
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Step Action
15. The To PA Period list of values is displayed. Select the relevant to PA period. Click the JUL-16 To PA Period.
16. Click the OK button.
17. Click the OK button.
Step Action
18. Click the Submit button.
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Step Action
19. A Decision window is displayed. Note: You may want to note the Request ID for the request you submitted. Click the No button.
Step Action
20. Find your report. Click the View menu.
21. Click the Requests menu item.
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Step Action
22. The Find Requests window is displayed. Accept the default values. Click the Find button.
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Step Action
23. The request is now running. You may need to click the Refresh Data button to update the "Phase" and "Status" fields. Click the Refresh Data button.
24. Request ID 1507106 fields for "Phase" and "Status" have been updated.. To display the output, click the View Output button.
25. The Transaction Exception Details report is displayed. Use your web browser navigation to view the report.
26. This topic covered: - Run "EXC: Transaction Exception Details by PA Period" End of Procedure.
Generate Cost Accounting Events
Procedure This topic covers:
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- Generating cost accounting events in Grants Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To generate cost accounting events, navigate to the Submit a New Request page. Note: The navigation path may vary, based on the responsibility selected. To select the correct responsibility, click the CCP GA Billing Processor link.
2. Click the Run link.
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Step Action
3. The Submit a New Request window is displayed. Select the type of request. The Single Request option is selected by default. Click the OK button.
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Step Action
4. The Submit Request window is displayed. Click the Name LOV (List of Values) button.
5. The Reports list of values is displayed. The reports list of values is used to select the appropriate report. Click in the Find field.
6. Enter a partial name or just a percent sign (%) into the Find field. In this example, before the percent sign (%), enter "PRC".
7. Click the Find button.
8. The list of value of reports starting with "PRC" is displayed. Click the PRC: Generate Cost Accounting Events report.
9. Click the OK button.
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Step Action
10. The Parameters window is displayed. The parameters window is used to enter relevant report parameters. Click in the Process Category field.
11. Enter an appropriate process category into the Process Category field. In this example, enter "Labor Cost".
12. Click the OK button.
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Step Action
13. Click the Submit button.
14. A Decision window is displayed. Note: You may want to note the Request ID for the request you submitted. Click the No button.
15. Find your request. Click the View menu.
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Step Action
16. Click the Requests menu item.
17. The Find Requests window is displayed. Accept the default values. Click the Find button.
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Step Action
18. The report has completed. Click the View Output button.
19. The Generate Cost Accounting Events Report is displayed.
20. This topic covered: - Generating cost accounting events in Grants End of Procedure.
Maintain Asset Lines
For a capital project, you assign an asset to the project level or to several tasks to easily associate the CIP costs
incurred on the task(s) to an asset that is being built. You can assign an asset at the project, top task, or lowest task
level.
In this section, the student will learn:
Enter and Assign Assets to a Project
Generate Asset Lines for a Capital Project
Interface Asset Lines to Fixed Assets
Tie Back Assets to a Project
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Enter and Assign Assets to a Project
Procedure This topic covers: - Enter and assigning assets to a project Estimated time to complete this topic: 4 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To entering and assigning assets to a project, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Projects submenu to open Oracle forms.
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Step Action
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria.
4. By default, Projects, Templates options is selected as a search option. Click the Find button to execute the search.
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Step Action
5. The Projects, Templates Summary window is displayed. The projects, templates summary window is used to select the project or template to copy or maintain.
6. As you navigate through the menus, the menus will expand to display submenus and activities. You may need to scroll up or down to see additional menu items. In this example, click the Vertical scrollbar to scroll down.
7. Select the appropriate project. In this example, click in the 20049 Number field.
8. Click the Open button.
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Step Action
9. The Projects, Templates window is displayed. The projects, templates window is used to select project for additional processing, such as adding more information to the project.
10. Click the Tasks row to open the Tasks window.
11. The Tasks window is displayed. The tasks window is used to manage task detail. Click the Options button.
12. The Task Options window is displayed. The tasks options window is used to select task specific options. Click the Asset Assignment row.
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Step Action
13. The Asset Assignments window is displayed. The asset assignments window is used to assign task-level assets.
14. Click the Asset Name LOV button to view more options.
15. Note: The Asset Name and Asset Description is autopopulated. When done, save your work. Click the Save button.
16. Close all the window after completing the process.
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Step Action
17. This topic covered: - Enter and assigning assets to a project End of Procedure.
Generate Asset Lines for a Capital Project
Procedure This topic covers: - Generate asset lines for a capital project Estimated time to complete this topic: 2 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To generate asset lines for a capital project, navigate to the Find Capital Projects page. . Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP GA Super User link.
2. Click the Capital Projects submenu to open Oracle forms.
3. The Find Capital Projects window is displayed. The find capital projects window is used to search for projects and/or templates based on identified criteria. Search for the capital project by project number. Click in the Project: Number field.
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Step Action
4. Click the Project: Number LOV button to view more options.
Step Action
5. The Projects window is displayed. Click in the Find field to enter the search criteria.
6. Enter the appropriate information into the Find field. Enter all or part of the project number in the search field using the “%” wildcard character, if needed. In this example, enter "20049".
7. Click the Find button to execute the search.
8. The search found the matching project and it is selected by default. Click the OK button to continue.
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Step Action
9. Click the Find button to execute the capital project search.
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Step Action
10. The Capital Projects window is displayed. Select the project to generate asset lines for a capital project. Since there is only one capital project in the search, the capital project is highlighted by default. Click the Generate... button to generate asset lines for the capital project.
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Step Action
11. The Generate Asset Lines window is displayed. The generate asset lines window is used to enter request parameters. Enter dates into the Asset Date Through and PA Through Date fields. In this example, accept the default current date. Optionally, include common tasks by selecting the Include Common Tasks option. Click the OK button to continue.
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Step Action
12. A request is submitted. To view the request, click the View menu.
13. Click the Requests menu item.
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Step Action
14. The Find Requests window is displayed. Click the Find button to view the request output.
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Step Action
15. The Requests window is displayed. The requests window is used to view submitted request output. Highlight the request you want to view. In this example, our request is highlighted by default. Click the View Output button.
16. The Generate Asset Lines report is displayed.
17. This topic covered: - Generate asset lines for a capital project End of Procedure.
Interface Asset Lines to Fixed Assets
Procedure This topic covers: - Interface Asset Lines to Fixed Assets
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Estimated time to complete this topic: 3 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To interface asset lines to fixed assets, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Reports link.
3. Click the Run submenu to open Oracle forms.
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Step Action
4. The Submit a New Request window is displayed. You can submit a Single Request or a Request Set depending on the report needs. In this example, we will submit a single request and it is selected by default. Click the OK button.
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Step Action
5. The Submit Request window is displayed. Click in the Name field.
6. Click the Name LOV button to view more options.
7. The Reports window is displayed. Click in the Find field to enter the search criteria.
8. Enter the appropriate information into the Find field. Enter all or part of the report name in the search field using the “%” wildcard character, if needed. In this example, enter "interface".
9. Click the Find button to execute the search.
10. All the available options are listed. Select the appropriate option. In this example, select PRC: Interface Assets to Oracle Assets from the list.
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Step Action
11. Click the OK button.
Step Action
12. The Parameters window is displayed. Enter all the necessary parameters. Click in the From Project Number field.
13. Enter the appropriate number into the From Project Number field. In this example, enter "20049".
14. Click in the To Project Number field.
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Step Action
15. Note: The To Project Number is autopopulated. Click the OK button to continue.
Step Action
16. Click the Submit button to execute the report.
17. The Decision window is displayed. Click the No button if you don't need to run another report.
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Step Action
18. The Navigator window is displayed. To view the report output, click the View menu.
19. Click the Requests menu.
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Step Action
20. The Find Requests window is displayed. Click the Find button to find the request you executed. Note: You can use the other parameters to find a particular request.
21. The Requests window is displayed. All the request you executed are listed below, the last one being the first on the list. The report Phase and Status shows the performance of the report.
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Step Action
22. Once the report phase changes to Completed it is ready for you to view the output. Click the View Output button to view the report results.
23. The Report output is displayed in a webpage for you to view.
24. This topic covered: - Interface asset lines to fixed assets End of Procedure.
Tie Back Assets to a Project
Procedure This topic covers: - Tie back assets to a project Estimated time to complete this topic: 5 minutes
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Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To tie back assets to a project, navigate to the Submit Request page. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PA Processor link.
2. Click the Projects link.
3. The Find Projects window is displayed. The find projects window is used to search for projects and/or templates based on identified criteria. To tieback asset lines to Oracle Assets, run PRC: Tieback Asset Lines from Oracle Assets. Click the View menu.
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Step Action
4. Click the Requests menu item.
5. The Find Requests window is displayed. The find request window is used to submit a new request or view completed request output. Click the Submit a New Request... button.
6. The Submit a New Request window is displayed. You can submit a Single Request or a Request Set depending on the report needs. In this example, we will submit a single request and it is selected by default. Click the OK button.
7. The Submit Request window is displayed. Click in the Name field.
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8. Click the Name LOV button to view more options.
9. The Reports window is displayed. Click in the Find field to enter the search criteria.
10. Enter the appropriate report into the Find field. Enter all or part of the report name in the search field using the “%” wildcard character, if needed. In this example, enter "%prc: tieback%".
11. Click the Find button to execute the search.
12. All of the available options are listed. Select the appropriate report from the list. To tieback asset lines from Oracle Assets, select PRC: Tieback Asset Lines from Oracle Assets from the list.
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13. Click the OK button.
14. Click the Submit button to execute the report.
Step Action
15. A Caution window is displayed. Click the OK button to accept the caution and execute the report request.
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16. The Decision window is displayed. Make note of the Request ID. Click the No button if you don't need to run another report.
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17. The Find Request window is re-displayed. To view to report request output, click the Find button.
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18. Highlight the report request to view. Our report request submission is highlighted by default. Click the View Output button to view the request.
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19. The Tieback Asset Lines from Oracle Assets report is displayed. Review the output and ensure the report request completed successfully. Note: The report request completed successfully. However, 0 assets and 0 asset lines were tied back.
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20. This topic covered: - Tie back assets to a project End of Procedure.
