A transfer price schedule is a list of transfer price rules. The schedule specifies which rules determine the transfer price amount for transactions charged from a provider organization to a receiver organization.

When defining transfer price schedule lines, you can use the amount type classification to assign different rules for revenue sharing and cost reimbursement agreements. As cross charge transactions are processed, the work type attribute classifies each transaction as cost or revenue, and therefore, determines the schedule line used when the transfer price is calculated. See Work Types, Oracle Projects Fundamentals.

You can define different schedules to use different rules for various projects and tasks between the same pairs of provider and receiver organizations. For example, you can define one schedule that contains all the rules for capital projects and another for contract projects.

Changes to a transfer price schedule affect only future transactions. To change a previously processed transaction, use the Expenditure Items window to adjust the transaction manually.

Before you define transfer price schedule, you must define:

• Organizations: refers to Project, Task, Expenditure, Event organizations and Operating Units with Legal Entities if they are mapped as organizations for transfer price purposes

• Transfer price rules (see: Defining Transfer Price Rules)

To define a new transfer price schedule:

1. Navigate to the Transfer Price Schedules window.

2. Enter a unique name for the schedule, specify a description and the effective dates.

   The schedule is effective during the dates you specify. You will be able to use this schedule for projects and tasks within the effective date range only.

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

4. In the Schedule Lines region, specify the provider and receiver organizations and the transfer price rules that you want to associate with those rules. The provider and receiver organizations will include operating units and legal entities if they are defined as organizations and included in the transfer price organization hierarchy of the cross charge tab.

5. Enter the schedule lines, as shown below:

   Line Num	Enter a number greater than zero to specify the display order for the lines.
   Provider	Choose any organization, parent organization from organization hierarchy assigned to the operating unit in the Expenditures tab of the Implementation Options window, or business group. If you enable the Derive Legal Entity from Organization Setup check box, the Expenditure or Event organization hierarchy from transfer price organization hierarchy section of cross charge tab is used.
   (Optional) Receiver	Choose any organization, parent organization, operating unit, or business group. If you leave this field blank, this transfer price schedule applies to any receiver organization receiving transactions from the specified provider organization.
   Labor Rule, Non Labor Rule	For Labor Rule, choose a valid transfer type rule with the type Labor for this provider and receiver organization pair. For Non Labor Rule, choose a rule with the type Non Labor. You must specify at least one transfer price rule (labor, non-labor, or both) for each schedule line.
   Apply %	(One Apply % field applies to labor rules, the other to non-labor rules.) Enter a percentage (zero or any positive number). The percentage is a markup or discount to the transfer price amount calculated by the rule. Numbers less than 100 indicate a discount, and numbers greater than 100 indicate a markup. For example, to give a 20% discount on a bill rate, enter 80.
   Transfer Price Amount Type	Select one of the following: Cost Transfer: The schedule line is applied to transactions when the assigned work type has the amount type Cost Revenue Transfer: The schedule line is applied to transactions when the assigned work type has the amount type Revenue. Cost and Revenue: The schedule line applies to all cross charge transactions.
   Effective Dates	Enter effective dates for this schedule line. The schedule line will be applied to transactions within the effective date range only.
   Default	Choose one schedule line to be a default for this schedule. The rule associated with this line is used to derive the transfer price if none of the other lines match your transaction. Note: The system does not require that a transfer price schedule line be identified as the default line. However, the system does issue an error message if it cannot determine a rule to apply to a transaction.
   Descriptive flexfield	Enter the information specified by your system administrator.

6. Save your work.

Other Sources

• Oracle Financials Implementation Guide

  Oracle HRMS Implementation Guide