Cross Charge

You can enter the following information in the Project Multinational Setup and Task Multinational Setup windows:

Allow Charges from Other Operating Units: Enable this check box to accept cross-charged transactions from other operating units. At the project-level, this entry is the default value for each new top-task that you create. At the task-level, this entry is the default value for each new subtask that you create. If you assign a transfer price schedule to a lowest-level task, then Oracle Projects uses that transfer price schedule to process labor or nonlabor cross-charged transactions. If you do not assign a transfer price schedule at the lowest task level, then Oracle Projects uses the transfer price schedule that you assign at the project-level.

Distinct transfer price schedules may be assigned for Borrowed and Lent and Intercompany Billing. This distinction enables you to design your transfer price schedules differently as per business conditions for Borrowed and Lent as well as Intercompany Billing.

Intercompany Tax Receiving Task (project-level only): Specify the task to use to collect nonrecoverable intercompany tax amounts as project costs.

Process Cross Charges: Optionally enable the Labor, Non-Labor, or both check boxes to have Oracle Projects process labor and non-labor cross-charged transactions. If you do not enable a check box, then Oracle Projects does not process cross-charged transactions for that type of cost.

If you enable a check box, then you must specify a transfer price schedule for that selection. You can optionally specify a fixed date to use to calculate the transfer price amount. Oracle Projects uses this date only if the transfer price rule uses a calculation method based on a bill rate or burden schedule. If you do not enter a date, then Oracle Projects uses the expenditure item date.

At the project-level, this entry is the default value for each new top-task that you create. At the task-level, this entry is the default value for each new subtask that you create. If you assign a transfer price schedule to a lowest-level task, then Oracle Projects uses that transfer price schedule to process labor or non-labor cross-charged transactions. If you do not assign a transfer price schedule at the lowest task level, then Oracle Projects uses the transfer price schedule that you assign at the project-level.

Intercompany Tax Receiving Task (project-level only): Specify the task to use to collect nonrecoverable intercompany tax amounts as project costs.

If you enable cost breakdown structure for a project first and then perform the cross charge setup, for the Intercompany Tax Receiving Task you can select a Task, which is a combination of task and the cost code.

For a project that does not have cost breakdown planning enabled, a cross charge is setup and a task is selected for the Intercompany Tax Receiving Task. For this project, in order to enable cost breakdown planning, you must manually remove the Intercompany Tax Receiving Task setup, enable the cost breakdown structure in Oracle Project Management, and then update the cross charge setup.

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