Welcome to Oracle TrainingProject Accounting
Welcome to Oracle TrainingProject Accounting
Introductions
Tell us your name
Where you work
Expectations from this class
(Optional) Interesting fact
Agenda for Day 1
Capital Projects OverviewCreating ProjectsModifying ProjectsCreating BudgetsModifying BudgetsCreating BOMs Internal Requisitioning
Oracle Modules
Capital ManagementFixed AssetsProject Accounting
Supply ChainPurchasingReceivingInventoryiProcurement
FinanceGeneral LedgerPayables
Future ModulesCash ManagementNew Product
IT/Server Tools
You are here.
Oracle Project TermsJDE Term Oracle Term
Job Task
Engineer Project Manager
Macro Project Project Category
Chart Type(CNA, FNU, etc.)
Service Type
Asset Category Oracle Template (only has one task per service type with transactional controls)
Service Center Location
Cost Type Expenditure Category
Optional: Click for JDE screens and Oracle Terms
Project StructureSoftware
Development Project
EB CS
Non-Stock Materials
Inside Labor
Contract Labor
Top Level TaskTASK
Expenditure Type
Expenditure Type
Costs are estimated
and actuals captured at
this level
Costs are estimated
and actuals captured at
this level
Project Lifecycle
Project Accounting Approval Process
CCI PA AdminCreates Project
CCI PA AdminCreates Budget
CCI PA AdminSubmits Budget for
approval
CCI PA Adminsubmits Project for
approval
Oracle sends PA Approver a project notification email (not for budget)
CCI PA Approver approves project via
email or Worklist
CCI PA Admin manually informs
approver that budget is ready to be approved
Project status: Unapproved
Budget status: EXECUTION APPROVED
Budget status: Submitted
Project status: Submitted for Execution Approved
Project status: Approved
Budget status: Working
CCI PA Approver approves budget via Baseline in Oracle
forms
Project Numbering Convention
18 Digit Field
355
Three Digit System Code:355 – KANSAS VIDEO/DATA356 - KANSAS TELEPHONY
Two Digit Line of Business:
05 – Video
10 – Residential Data
15 – Residential Telephony
20 – Commercial Data
25 – Commercial Telephony
Two Digit Year Identifier
Four Digit Location (department) Code:0295 – Central Kansas0296 – NorthEastKansas0297 – SouthEastKansas0298 – Western Kansas0299 – Wichita0000 – Default
Seven Digit User Defined Code:
Project Tracker Number
Alpha Numeric if Desired
05 05 0299 BTT1234
Ground Rules
Prerequisites: Navigation and CoA
Put cell phones/beepers on vibrate
Check email at break and lunch
Be on time from breaks
Ask questions, but remember there’s a lot of material…we will have to use the Parking Lot
Help others, but minimize side conversations
Relax and HAVE FUN!
Let’s get started!!!
Log in Procedure
Go to login page.http://xyzxyzxyz.training.corp.com
Type user name / passwordExample: PA_USER_## / oracle
DERPTRN http://xyzxyz.training.corp.com/DERPTRN
MoreMore 4 Apps Setup
Agenda for Day 2
Creating Contract Labor RequisitionsApproving Contract Labor Requisitions Receiving Partial Contract Labor
Requisitions Receiving Full Contract Labor
Requisitions Inquiring and ReportingPlacing Assets in ServiceClosing Tasks and ProjectsMore4Apps Alternatives (Project/Budget)
Wrap-Up
User Help
Cox University
Support: Help Desk
Questions/Answers
Go forth and practice