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