This section describes how to define provider and receiver controls to:

• Control the ability to allow cross charges to other operating units within and across legal entities by an individual receiver operating unit

• Override the default processing method for cross charges to receiver operating units within a legal entity

• Allow cross charges to operating units outside the legal entity

• Allow cross charges within an operating unit across organizations assigned to different legal entities by enabling the Derive Legal Entity from Organization Setup check box

• Use internal billing

Defining Provider Controls

You can define provider controls.

To define provider controls:

1. Navigate to the Provider/Receiver Controls window.

   For an operating unit the associated legal entity is automatically displayed. You can select a legal entity from the LOV so that for the combination of operating unit and legal entity you can define the provider receiver controls.

2. Select the Provider Controls tab.

   The Allow Cross Charge To All Operating Units within Legal Entity and Default Processing Method options display the implementation options you selected. You can change these options only from the Implementation Options window.

3. Enter the name of the operating unit that can receive cross charges from the current operating unit.

   Enter the name of the operating unit that can receive cross charges from the current operating unit and legal entity.

   The operating unit can belong to a different legal entity than the current legal entity displayed or selected at the top of the window. Once you enter an operating unit, Oracle Projects displays the name of the corresponding legal entity. You can select the Legal entity from the LOV. (For Intercompany Billing the LOV for legal entity consists of all the legal entities under that operating unit which can be derived through organizations if Derive Legal Entity from Organization Setup check box is enabled)

4. Select Allow Cross Charge to allow cross charges to this operating unit.

   This value overrides the Allow Cross Charges To All Operating Units Within Legal Entity option. Changes to the Allow Cross Charge check box affect future cross charges to this receiver operating unit.

5. For Processing Method, select the cross charge processing method that you want to use for transactions charged to this receiver operating unit.

   You can choose Intercompany Billing only if you have identified the operating unit as a receiver for internal billing. If you change the processing method to or from Intercompany Billing, you must mark any unprocessed transactions for cross charge reprocessing (do so in the Expenditure Items window). If you do not mark these items, they may fail processing for intercompany billing. You can choose Borrowed and Lent only if the receiver operating unit and provider operating unit are in the same legal entity.

6. (Intercompany billing only) Enter the name of the intercompany billing project created to generate intercompany Receivables invoices for this provider operating unit.

   If Derive Legal Entity from Organization Setup check box is enabled, Oracle projects validates that the legal entity associated with the intercompany billing project organization is same as the one at the top of the window.

   Oracle Projects validates that the customer associated with the receiver operating unit is the same as the customer for the intercompany billing project.

   You cannot change the intercompany billing project once you have created any billing transactions by running the Generate Intercompany Invoices process.

7. (Intercompany billing only) Enter an invoice grouping method.

   • Receiver Project. Oracle Projects generates a separate invoice for each project that receives cross charges from the current operating unit.

   • Receiver Operating Unit. Oracle Projects generates a single invoice for all projects in the receiver operating unit that receive cross charges from the current operating unit.

8. For [ ] (descriptive flexfield), enter the information specified by your system administrator.

9. Save your work.

Defining Intercompany Receiver Controls

To define receiver controls:

1. Navigate to the Provider/Receiver Controls window.

2. Select the Receiver Controls tab and then enter the Provider lines, as shown below:

   Operating Unit	Enter the name of the operating unit that provides internal invoices to the current operating unit. You can choose among the operating units identified as providers for internal billing (in the Internal Billing tab of the Implementation Options window).
   Legal Entity, Supplier	After you enter an operating unit, Oracle Projects displays the name of the corresponding legal entity and supplier.
   Supplier Site	Enter a supplier site to use for this operating unit and legal entity, if Derive Legal Entity from Organization Setup check box is enabled
   Expenditure Type	Enter an expenditure type. Oracle Projects uses the expenditure type to create distribution lines for internal Payables invoices. You can choose only those expenditure types with an expenditure type class of Supplier Invoices.
   Expenditure Org	Enter an organization to use as the expenditure organization for all distribution lines of the internal Payables invoices from this provider operating unit.

3. Save your work.

   Note: You can override the expenditure type and expenditure organization assigned to internal Payables invoices using a client extension.

Other Sources

• Defining Legal Entities Using The Legal Entity Configurator, Oracle Financials Implementation Guide

• Using Account Setup Manager, Oracle Financials Implementation Guide