To set up project parameters:You need to associate a project number or a seiban number with a Planning Group, a Cost Group, and a Default WIP Accounting Class.
To set up project parameters:Navigate to the Project Parameters window.
Select the desired parameter option. The options are as follows:
Project- Select this option to setup one project across all organizations.
Organization- Select this option to setup multiple projects for one organization.
Optionally, check Do not ask me in the future, if you do not want this window to appear again.
Note: Checking this box sets the profile option PJM: Parameter Form View By Option
Choose OK.
Note: If you chose to set project parameters by organization instead of project, the organization appears in the main heading, and different projects appear in the tabbed regions of the window.
Enter the project or seiban number you want to associate with a planning group. If you are updating an existing assignment, query the existing record and make the necessary changes.
Select the desired project or organization.
Select a planning group if applicable.
If you plan material requirements by a group of projects, rather than by each individual project, you need to define a planning group and to assign all the projects to this planning group. If you plan material requirements only by a single project, you do not need to associate the project with any planning group. You can also associate a project to a single planning group.
For more information about planning groups. See: Defining Planning Group Lookups, in Oracle MRP User's Guide.
Select a Cost Group.
When you enter a project, the Cost Group field is enabled. You must select a Cost Group from the list of valid Cost Groups for a project.
Note: If you set project parameters by organization instead of project, the organization appears in the main heading, and different projects appear in the tabbed regions of the window.
The list of values includes the Common Cost Group and the user defined cost groups. The list of user defined cost groups includes only those cost groups with valid accounts and with Project selected in the Cost Group window. Weighted average costing for Inventory and WIP is maintained at the Cost Group level. Therefore, if you want to keep weighted average costing at the project level, you must assign the project to its own Cost Group. See: Overview of Average Costing and Overview of Standard Costing.
Optionally enter a WIP Accounting Class.
You can choose any WIP accounting class associated with the selected cost group in the WIP Accounting Classes for Cost Groups window in Cost Management.
When you create project jobs or complete work order-less schedules for a project, the default WIP accounting class is defaulted if an accounting class, based on the assembly item category set, cannot be found. You can override it, but only with another accounting class assigned to the cost group. See: Associating WIP Accounting Classes with Categories .
Note: When you create a project WIP job either manually or through MRP, the system checks if you assigned a default WIP accounting class to this WIP job's item category and cost group in the Default WIP Accounting Classes for Categories window. If you have, the program uses this WIP accounting class for the job. If you have not, the program uses the WIP accounting class you entered for the project.
Enter the project effective from/to date if applicable.
You can setup effective dates for a project in an inventory organization. The project, project-task and Project Parameter start/end dates are validated in various project document definitions through the use of a Project Manufacturing API. The system generates warnings when the exceptions are encountered during the definition of the document or request. You can create extensions to this API to include business specific rules.
Select the Invoice Transfer tab.
Enter an expenditure type for IPV.
This field is mandatory in a Project Manufacturing organization, if you selected the Transfer to PA IPV option. You can use the default IPV expenditure type or modify it to choose any one of expenditure types associated with expenditure type class Inventory.
If a variance generates when approving an inventory or a shopfloor (outside processing) related invoice, the Invoice Charge transfer process uses the IPV expenditure type, IPV amount, IPV account, and the Expenditure Organization you have defined to transfer the IPV amount for the project to Oracle Projects.
For outside processing, choose an expenditure type that is associated with the expenditure type class of Work in Process.
Enter an expenditure type for ERV.
This field is mandatory in a Project Manufacturing organization, if you selected the Transfer to PA ERV option. You can use the default ERV expenditure type or modify it to choose any one of expenditure types that has been associated with the expenditure type class Inventory.
If a variance generates when approving an inventory or a shopfloor (outside processing) related invoice, the ERV transfer process uses the ERV expenditure type, ERV amount, ERV account, and the Expenditure Organization you defined to transfer the ERV amount for the project to Oracle Projects.
For outside processing, choose an expenditure type that is associated with the expenditure type class of Work in Process.
Enter an expenditure type for Freight.
This field is mandatory in a Project Manufacturing organization, if you selected the Transfer to PA Freight option. You can use the default Freight expenditure type or modify it and choose any one of expenditure types associated with the expenditure type class Inventory.
If you use receipt based matching for your invoice, and freight is entered on the distribution when approving an inventory or shopfloor (outside processing) related invoice, the invoice charge transfer process uses the freight expenditure type defined in the Project Parameters window. It also uses the freight amount and freight account from Oracle Payables, and the expenditure organization from the purchase order to transfer the freight amount for the project to Oracle Projects.
For outside processing, choose an expenditure type that is associated with the expenditure type class of Work in Process.
Enter an expenditure type for Tax.
This field is mandatory in a Project Manufacturing organization, if you selected the Transfer to PA Tax option. You can use the tax expenditure type that has defaulted from the PJM Org Parameter window or modify it and choose any one of expenditure types associated with the expenditure type class Inventory.
The method you choose to match tax to your invoiced items determines which expenditure type is assigned to the tax you enter on the Payables Invoice window. You can allocate tax at the line match level or you can enter tax as an invoice distribution line and manually allocate it to item distributions.
If you allocate tax at the match to line level as described below, tax entered on the invoice is charged to the IPV expenditure type:
You can select the option of matching the supplier invoice to the purchase order or purchase order receipt on the shipments form of the purchase order. When you enter the Payables invoice, you select the same matching method that you chose on the purchase order.
On the Match to Purchase Order window of Invoice Entry, you can check the Allocate check box next to each matching line to allocate tax, freight, and miscellaneous charges to the matched lines.
Tax matched to a purchase order or receipt line on this form is designated as an invoice price variance - the difference between the tax amount allocated on the invoice and the tax entered on the purchase order line. In Oracle Projects you see the Invoice Price Variance expenditure type on the transaction for tax allocated on the invoice.
If you allocate tax at the invoice distribution line level as described below, tax entered on the invoice is charged to the tax expenditure type:
You can select the same matching method on the invoice as you selected on the purchase, but do not check the Allocate check box.
You can enter a new distribution line for tax on the Invoice Distributions window and choose Allocate.
You can manually allocate the tax to any of the item distribution lines.
Tax matched on this form is designated as a tax and is charged to the tax expenditure type which you set up on the Project Parameters window.
For outside processing, choose an expenditure type that is associated with the expenditure type class of Work in Process.
Enter an expenditure type for Miscellaneous charge.
This field is mandatory in a Project Manufacturing organization, if you selected the Transfer to PA Miscellaneous option. You can use the default Miscellaneous expenditure type that has defaulted or modify it and choose any one of expenditure types associated with the expenditure type class Inventory.
If a distribution generates for Tax when performing receipt based matching for an inventory or shopfloor (outside processing) related invoice, the Invoice Charge transfer process uses the ERV expenditure type, the miscellaneous amount and account from invoice distributions, and the expenditure type from the purchase order to transfer the miscellaneous amount for the project to Oracle Projects.
For outside processing, choose an expenditure type that is associated with the expenditure type class of Work in Process.
Select the Task AutoAssignment Tab.
Enter a Material Task if necessary.
Enter a Resource Task if necessary.
Enter a WIP Material task if necessary.
Select the Other Tab.
Enter a Purchase Price Variance (PPV) Default Expenditure Type. This field is updateable only if you are in an organization that uses standard costs.
Enter a Direct Item Default Expenditure Type. This field is updateable only if you are in an Enterprise Asset Management enabled organization.
Save your work.
Other Sources
Expenditure Types, Oracle Projects Implementation Guide
