Manage Revenue Category:

a. Unlimited LoV
b. Lookup value

Manage Expenditure Category:

a. Unlimited LoV
b. Form based

Manage Expenditure Type:

a. Unlimited LoV
b. Form based
c. Needs to be attached to Expenditure Type Class
d. Tax Classification Code attachment

Manage Resource Class:

S.No. Resource Class

1. Labor
2. Equipment
3. Material Items
4. Financial Resources
a. Limited LoV.
b. Default expenditure type to be attached for each BU.

Expenditure Type Classes:

S.No. Expenditure Type Class Type Expenditure Class

1. Straight Time Labor Project Labor
2. Overtime Labor Project Labor
3. Burden Transaction Non-Labor Project Financial Resource
4. Expense Report Non-Labor Project Financial Resource
5. Inventory Non-Labor Project Material
6. Miscellaneous Transaction Non-Labor Project Financial Resource
7 Supplier Invoice Non-Labor Project Financial Resource
8. Usage Non-Labor Project Equipment (Hours in
Expenditure Type)
9 Work-In-Progress Non-Labor Project Not Applicable

a. Expenditure Type Classes for Labor Costs:

Oracle Fusion Projects uses the following expenditure type classes to process labor
costs.
  Straight Time: Labor costs calculated using a base cost rate multiplied by
hours.
 Overtime: Labor costs calculated using a premium cost rate multiplied by hours.

b. Expenditure Type Classes for Non labor Projects:

Oracle Fusion Projects uses the following expenditure type classes to process non
labor projects.
 Burden Transaction: Burden transactions track burden costs that are calculated
in an external system or calculated by Oracle Fusion Projects as separate,
summarized transactions. These costs are created as a separate expenditure
item that has a burdened cost amount, and a quantity and raw cost value of
zero.
You can adjust burden transactions that are not system-generated.
 Expense Reports: Expense reports imported from Oracle Fusion Payables or
an external system.
Expense reports that you import into Oracle Fusion Projects must be fully
accounted prior to import.

 Inventory: Inventory transactions imported from Oracle Fusion Inventory or an

external system.
 Miscellaneous Transaction: Used to track miscellaneous project costs.
Following are examples of miscellaneous transactions.
 Fixed assets depreciation
 Allocations
 Interest charges
 Supplier Invoices: Supplier invoices, discounts, and payments from Oracle
Fusion Payables or an external system, and receipt accruals from Oracle
Fusion Cost Management.
 Usages: You must specify the nonlabor resource for every usage item that you
charge to a project.
For each expenditure type classified by a Usages expenditure type class, you
also define nonlabor resources and organizations that own each nonlabor
resource.
 Work-in-Process: Used when you import work-in-process transactions from
third-party applications or Oracle Fusion Project Costing using Microsoft Excel
or web services, or enter work-in-process transactions directly into Oracle
Fusion Projects.

Overtime Calculation Components: How They Work Together

If you charge overtime costs to a project, you can use Oracle Fusion Projects to record the cost
premium that you pay for overtime. Your business can then recover overtime costs with higher
bill rates or higher overhead rates.

You can set up Oracle Fusion Projects to calculate overtime hours and charge the hours to your
overtime project using one of the following methods:
  Manually enter time card transactions to calculate overtime hours and charge them to a
project.
 Implement the Overtime Calculation Extension to calculate and charge the hours to a
project automatically.

Other components of overtime cost calculations are:

 Costing Method
 Overtime Expenditure Types
 Labor Costing Multipliers
 Labor Costing Rules
 Overtime Projects and Tasks

Rates Costing Method

If you enter overtime hours manually, you can assign cost multipliers to overtime expenditure
types. When you use the Rates costing method, and a transaction is charged to an expenditure
type that has an assigned labor costing multiplier, the application applies the multiplier as labor
costs are calculated. To calculate rates for overtime expenditure items, before you define labor
costing rules, you must define an expenditure type with the Overtime expenditure type class.

When you charge overtime to the project on which overtime was worked, you can track all
overtime costs on one expenditure item. Oracle Fusion Projects uses the following formula to
calculate the overtime premium cost: (Overtime Hours * Hourly Cost Rate) + (Overtime Hours *
Hourly Cost Rate * Labor Cost Multiplier).

Extension Costing Method

Use the Overtime Calculation Extension to define your own rules to implement company-specific
overtime calculation policies. The application calculates labor costs based on the logic that you
configure in the extension. If you use this extension, labor costing rules establish the default
overtime transaction attributes, such as business unit, project, and task. In addition, you are not
required to maintain hourly cost rates in Oracle Fusion Projects.

Sample business rules in the Overtime Calculation Extension calculate and charge overtime
costs to a project other than the project where the labor is charged. You can use this extension to
create overtime transactions as separate expenditure items to track overtime costs. In addition,
you can customize this extension to use multiple projects to track costs.

Note

To charge overtime to the project where the labor is charged, consider creating overtime
expenditure items using the Related Transaction Extension.

If you use both the Overtime Calculation Extension and Related Transaction Extension, then you
must define conditions in both extensions so that each transaction is processed by only one of
the extensions.

Important
You must select the Enable Overtime Calculations business unit implementation option for the
Import and Process Cost Transactions process to use the custom logic that you configure in the
Overtime Calculation Extension to create overtime premium transactions.

Overtime Expenditure Types

You must set up at least one overtime expenditure type that is classified by the Overtime
expenditure type class.

Following are examples of overtime premium expenditure types and the corresponding
expenditure type class:

Expenditure Type Expenditure Type Class

Double Time Premium Overtime
Time and Half Premium Overtime

Labor Costing Multipliers

Labor costing multipliers are values by which labor cost rates are multiplied to calculate overtime
premiums. You define a labor cost multiplier for each type of overtime your business uses, such
as double time or time and a half. For example, if you pay a person double time for all overtime
hours, then define a labor cost multiplier of 1.0. The person's labor cost rate is multiplied by 1.0 to
calculate the person's overtime premium labor cost rate. If you pay a person time and a half for
all overtime hours, then define a labor cost multiplier of 0.5 to calculate the person's overtime
premium labor cost rate.

Oracle Fusion Projects uses the following formula to calculate the overtime premium cost
rate: Labor Cost Rate * Labor Cost Multiplier = Overtime Premium Labor Cost Rate. The
application then multiplies the overtime premium labor cost rate by the number of overtime hours
a person works to calculate the overtime premium for that person, as shown in this
formula: Overtime Premium Labor Cost Rate * Overtime Hours = Overtime Premium Cost.

A person's total labor cost is the overtime premium cost plus the total number of hours that the
person worked multiplied by the person's labor cost rate, as shown in this formula: Overtime
Premium Cost + (Total Hours * Labor Cost Rate) = Total Labor Cost.

For example, assume that a person worked 10 hours of overtime at a rate of time and a half. The
labor cost multiplier is 0.5, and the person's labor cost rate is $40.00. Oracle Fusion Projects
calculates the person's total labor cost as follows:

 $40.00 * 0.5 = $20.00 per hour Overtime Premium Labor Cost Rate
 $20.00 * 10 hours = $200.00 Overtime Premium Cost
 $200.00 + (10 * $40.00) = $600.00 Total Labor Cost

Labor Costing Rules

Labor costing rules associate overtime expenditure types with labor costing multipliers and
determine how straight time and overtime costs are calculated. When a person charges time to a
project, Oracle Fusion Projects processes the labor hours according to the person's labor costing
rule.

You specify the default overtime project and overtime task in the labor costing rule to be used for
the overtime expenditure items that are generated by the Overtime Calculation Extension.

Overtime Projects and Tasks

You can define one project to hold all overtime costs, or you can define many projects, such as
one project for each group or office in your company. For example, you can create an overtime
project for each office. You then charge each employee's overtime hours to the overtime project
for the office to which they are assigned.

For each overtime project, you must define a task for each type of overtime your business uses.
Examples of task names are Time and Half, Double Time, and Uncompensated Overtime.

If you use more than one project to hold overtime costs and you use the Overtime Calculation
Extension to create overtime transactions automatically, you must include the logic in the
extension to charge the overtime hours to the appropriate overtime project. You must also
include logic in the Overtime Calculation Extension to charge overtime hours to the appropriate
overtime task.
Project and Resource Calendars: Explained

Project and resource calendars define the standard working and nonworking time for projects
and resources. Working times are the days and total hours in a calendar during which work can
occur. Nonworking times in a calendar are days and total hours for which work isn't scheduled,
such as weekends and holidays.

Note: When you set up calendars for Project Management and Project Resource Management,
you can select only the Elapsed schedule type to use in project and resource calendars.

Features of project and resource calendars include:

 Default calendars
 Project calendars
 Resource calendars
 Standard calendar

Default Calendars
Your implementation team selects a default project calendar and resource calendar on the Define
Project Management Implementation Options page. The default project calendar is automatically
assigned to new projects, and the default resource calendar is automatically assigned to new
project enterprise labor resources.

If the default project calendar doesn't meet the schedule requirements for a specific project, a
project manager can select another calendar during project creation. Similarly, if the default
resource calendar doesn't meet the scheduling requirements for a specific project enterprise
labor resource, the project application administrator can assign another calendar to the resource.

Project Calendars
A project manager can select the calendar for a project during project creation or when managing
the project plan. The working days and total hours in the calendar are used to schedule the
project plan. The calendar also works with the project start and finish dates to determine the
project duration.
If required, associate a schedule exception with the selected calendar for the project plan. If you
create an off period exception, then the exception overrides any nonworking days and makes
them working days. If you create a work period exception, then the exception overrides any
working days and makes them nonworking days. The project plan uses the schedule exceptions
for calculating dates or duration.
Create a schedule exception using the Manage Project Schedule Exceptions task and associate
the exception to the project calendar using the Manage Project Schedules task in the Setup and
Maintenance work area.

Resource Calendars
The project application administrator can select a resource calendar when creating or editing a
project enterprise resource. The working days and total working hours in a resource calendar are
used to determine resource availability.
The Project Resources work area uses the resource calendar to determine a resource's available
hours for a project. The Update Resource Utilization Data process calculates the resource's
projected utilization with the available hours.

Standard Calendar
Project Execution Management provides a standard calendar of 8 hours per day, 5 days per
week that you can assign to projects and resources.
Project Calendar & Resource Calendar Creation Process: Explained

You can create the elements that represent project schedules, which are used to define the
project and resource calendars. Project and resource calendars define the standard working and
nonworking time for projects and resources. Working times are the days and total hours in a
calendar during which work can occur. Nonworking times in a calendar are days and total hours
for which work should not be scheduled, such as weekends and holidays.

Calendar definition is shared across Oracle Fusion Applications. Project Execution Management
applications provide a standard calendar of 8 hours per day, 5 days per week that you can assign
to projects and resources.

In Oracle Fusion Project Resource Management, available capacity is calculated only for active
project and resource calendars with a schedule type of Elapsed, one workday pattern of 7 days,
and one project shift. In Oracle Fusion Project Management and Oracle Fusion Project Resource
Management, you can select only the Elapsed schedule type to use in project and resource
calendars.

Schedules are used as a base for project and resource calendars in Project Execution
Management applications. The smallest scheduling unit is a day. For example, you can define
the number of hours in a day but, you can't schedule work for a specific time of the day. The
following are the elements of a schedule:

 Shifts
 Workday patterns
 Exceptions

Managing Shifts

A shift is a period of time, typically expressed in hours that can be defined by a start and end
time, or duration. Multiple shifts per day are not supported in Project Execution Management.

1. Open the Setup and Maintenance work area, and go to the Manage Project Shifts task.
2. Click the Manage Project Shifts link.
3. On the Manage Shifts page, click the Create Shift list.
4. Select Create Elapsed Shift from the list.
5. Enter name and duration for the selected shift and click Save and Close.
6. Click Done.

Managing Workday Patterns

A workday pattern is a collection of one or more shifts for a specific number of days. A pattern
repeats itself for a date range to define the complete schedule.

1. Open the Setup and Maintenance work area, and go to the Manage Project Workday
Patterns task.
2. Click the Manage Project Workday Patterns link.
3. On the Manage Workday Patterns page, click the Create Workday Pattern list.
4. Select Create Elapsed Workday Pattern from the list.
5. Enter name and days for the pattern. For example, if a workday pattern is a week, define
the work pattern as 7 days.
 6. In the Workday Pattern Details section, click the Add Row icon and enter the shift details.
Note that if work is carried out on certain days of the week, for instance Monday to Friday,
then work day pattern details will only be from day 1 through day 5.
7. Click Save and Close.
8. Click Done.

Managing Exceptions

Exceptions are deviations from a schedule. An example of a schedule exception is a public

holiday falling on an otherwise working day or special working days created for normal
nonworking days such as weekends.

1. Open the Setup and Maintenance work area, and go to the Manage Project Schedule
Exceptions task.
2. Click the Manage Project Schedule Exceptions link.
3. On the Manage Schedule Exceptions page, click the Create Schedule Exception icon.
4. Enter the details for the exception and click Save and Close.
5. Click Done.

Managing Schedules

Schedules contain workday patterns and exceptions.

1. Open the Setup and Maintenance work area, and go to the Manage Project Schedules
task.
2. Click the Manage Project Schedules link.
3. On the Manage Schedules page, click the Create Schedule list.
4. Select Create Elapsed Schedule from the list.
5. Enter the name and date range for the schedule. The start date of the schedule
determines day 1 of the work pattern. For example, if you pick Monday, December 28,
2015 as the effective from date, then day 1 is a Monday. If you pick Friday, January 1,
2016 as the effective from date, then day 1 is a Friday.
6. In the Schedule Details section, enter details in each tab as applicable.
7. Click Save and Close.

Click Done.
Contract Line Bill Rate Changes: Explained

You can change the bill rate for a contract line in two ways:

 Change the contract specific rates within the Contracts work area
 Change the standard rates using the Manage Rate Schedules task

The following sections explain the impact of changing the bill rate for a contract line using the two
methods.

When you change a bill rate override on a bill plan and amend the contract, the application marks
all transactions that have a transaction date on or after the contract amendment effective date for
adjustment processing. To recalculate and display the revised bill rates, perform these actions
within the Contract Invoices work area:

Invoice Status Action

Draft Generate the invoice again or recalculate the invoice details.
1. Approve or reject the invoice.
2. Perform the steps for an Approved or Approval Rejected
Submitted
invoice.

Any one of the following:

1. Reset the invoice to Draft status and perform the steps for
Approval Rejected
a Draft invoice.
2. Delete and regenerate the invoice.

Any one of the following:

1. Reset the invoice to Draft status and perform the steps for
a Draft invoice.
Approved
2. Delete and regenerate the invoice.
3. Release the invoice and perform the steps for a Released
invoice.

Released, Transferred, Generate invoices for the applicable contract, which will create
Transfer Rejected, or credit memos or credit invoice lines to adjust the original bill rates
Accepted to the revised bill rates.

If you change a bill rate on a rate schedule using the Manage Rate Schedules task, then perform
these actions to utilize the revised bill rate on previously generated invoices:

Invoice Status Action

1. Recalculate each applicable transaction for invoicing.
Draft, Submitted, Approval
2. Delete and regenerate the invoice.
Rejected, and Approved

1. Recalculate each applicable transaction for invoicing.

Released, Transferred, 2. Regenerate the invoice to create credit memos or credit
Transfer Rejected, or invoice lines that adjust the original bill rates to the
Accepted revised rates.
 Invoice and Revenue Rates: How They Are Determined

Oracle Fusion Project Billing uses bill rates, burdening, and transfer price schedules to derive
standard bill rates, multipliers, markups, and bases for calculating potential revenue when
the revenue method classification on a revenue plan is as billed, as incurred, or rate based.
Similarly, bill rates derive invoice amounts when the invoice method classification on a bill plan is
rate based.

Settings That Affect Rates and Overrides

The specific schedules to use to calculate invoice and revenue amounts are stored on either the
bill plan or revenue plan. They are based on the schedule types specified on the invoice method
and revenue method as shown in the following table.

Schedule Type Rate Source

Labor schedule, bill rate Standard employee bill rate schedule
Standard job bill rate schedule
Nonlabor schedule, bill Rate Standard nonlabor bill rate schedule
Labor schedule, burden Standard labor burden schedule
Nonlabor schedule, burden Standard nonlabor burden schedule
Labor and nonlabor schedule, burden Standard burden schedule
Labor schedule, transfer price Standard labor transfer price schedule
Nonlabor schedule type, transfer price Standard nonlabor transfer price schedule

Tip
When the labor or nonlabor schedule type is bill rate, you can enter labor or nonlabor bill rate
overrides on the bill plan or revenue plan.

How Bill Rates and Bill Rate Overrides Are Calculated

Oracle Fusion Project Billing uses this order to determine the labor bill rate for a billing
transaction originating from an expenditure item:

1. Employee bill rate override

2. Employee job assignment override with job bill rate override
3. Job bill rate override
4. Labor multiplier override
5. Standard employee bill rate schedule
6. Employee job assignment override with standard job bill rate schedule
7. Standard job bill rate schedule

Oracle Fusion Project Billing uses this order to determine the nonlabor bill rate for a billing
transaction originating from an expenditure item:
1. Nonlabor bill rate override for a specific expenditure type, resource, and organization
2. Nonlabor bill rate override for a specific expenditure type and resource
3. Nonlabor bill rate override for a specific expenditure type
4. Standard nonlabor bill rate schedule for a specific expenditure type, resource, and
organization
5. Standard nonlabor bill rate schedule for a specific expenditure type and resource
6. Standard nonlabor bill rate schedule for a specific expenditure type
 Oracle Fusion Project Billing uses the percent spent invoice method to invoice customers as
progress is calculated. Assigning the percent spent invoice method to a bill plan automatically
adds the percent spent invoice billing extension to the bill plan. Percent spent invoice amounts
are calculated by the percent spent invoice billing extension which creates an invoice event with
the percent spent amount.

The Generate Invoices process:

1. Calls the percent spent billing extension

2. Calculates the percent spent amounts
3. Creates events

Prerequisites and Settings That Affect Percent Spent Invoice Amounts

The following prerequisites and settings impact percent spent invoice for a contract line:

A baseline cost (or cost and revenue) budget version must exist for all projects associated with
the contract line.

All existing actual costs for projects associated with the contract line must first be summarized.

The Bill-Through Date parameter of the Generate Invoices scheduled process is a date that is on
or after the last day of the current accounting period.

The contract line amount or the funded amount for each project and task associated with the
contract line must be greater than zero.

The contract line must be assigned to a bill plan that uses the percent spent invoice method.

The bill plan contains a billing extension calculation level that creates events at the control line or
project.

The following table describes the effects of the calculation-level selection.

Calculation Description
Level

Contract line The percent spent invoice billing extension creates one event for the
contract line. The event contains the total of all percent spent amounts for
all projects and tasks associated with the contract line. The event doesn't
contain a project or task.

Associated The percent spent invoice billing extension creates separate events for
project each project and task associated with the contract line. Each event contains
the project and task associated with the contract line.

How Percent Spent Invoice Amounts Are Calculated

Inception-to-date (ITD) actual cost is derived by summing the actual costs summarized by
accounting period. The sum includes all accounting periods with a period end date on or before
the Bill-Through Date of the Generate Invoice process. To include current period costs in the
 calculation, use a Bill-Through Date that is on or after the last day of the current accounting
period.

Following is the mathematical formula for calculating percent spent invoice amount at the
contract line level:

Following is the mathematical formula for calculating percent spent invoice amount at the
associated project level:

Contract Line Percent Spent Example

The following table shows a scenario where a percent spent event was created at the contract
line level.

Associated Associated Project Contract Sum of Percent

Project ITD Total Budgeted Line Existing Spent Event
Actual Cost Cost Amount Invoice Events Amount
60 300
40 100
100 400 1000 100 150

Associated Project Percent Spent Example

The following table shows how the percent spent event was created for the Associated Project
calculation level.

Associated Associated Associated Sum of Percent

Project ITD Project Total Project Funded Existing Spent Event
Actual Cost Budgeted Cost Amount Invoice Amount
Events
60 300 750 80 70
40 100 250 20 80
 During the Generate Revenue process, Oracle Fusion Project Billing uses the process
parameters to select transactions for revenue recognition. The process also performs several
other checks to confirm the revenue eligibility status of a transaction.

Oracle Fusion Project Billing checks the following objects to determine if a transaction is eligible
for revenue recognition:

 Contract and contract line

 Revenue plan
 Associated project
 Expenditure item
 Event

Contract and Contract Line

The status of a contract must be either Active or expired to be eligible for regular revenue
recognition and revenue adjustments. The status of a contract line must be either Active or
expired and be associated with a revenue plan to be eligible for regular revenue recognition. For
revenue adjustments, the contract line must be either active or expired.

Revenue Plan
A revenue plan must not be on hold for transactions associated with its contract or contract line
to recognize revenue.

Associated Project
The project status of the expenditure item or event must be Active to recognize revenue.

Expenditure Item
The following table describes the conditions that must exist for an expenditure item to recognize
revenue

Type of Processing Revenue Method Eligibility Requirements

Classification
Recognize revenue  Rate based  Billable expenditure item.
(regular processing)  As incurred  Revenue is not on hold.
 Revenue is not fully recognized.
Recognize revenue As billed  Billable expenditure item.
(regular processing)  Revenue is not on hold.
 Revenue is not fully recognized.
 Status of the related invoice
distribution is accepted.
Adjustment  Rate based Revenue status of the expenditure item
 As incurred is Adjustment Pending.
Adjustment As billed  Revenue status of the
expenditure item is Adjustment
Pending.
  Status of the related invoice
distribution is accepted.

Event
An event must meet the following conditions to recognize revenue:

 The event must be a revenue event.

 Revenue is not on hold.
 Revenue is not fully recognized.

For adjustment processing, the following conditions must exist:

 The event must be a revenue event.

 The revenue status is Adjustment Pending.
 Create project plan types to define default information used for creating a project plan and
capturing progress.

Associate one project plan type to a project template. Projects created using the template inherit
setup and planning option values. You can revise setup or planning options at each level to
match specific planning requirements.

The following sections describe how to create project plan types.

Entering Basic Information and Setup Options

To create a project plan type:

1. Open the Setup and Maintenance work area, and go to the Manage Project Plan
Types task.
2. Click the Manage Project Plan Types link.
Use the Manage Project Plan Types page to create, review, edit, or delete existing project
plan types.
3. Click the Create icon to open the Create Project Plan Type page.
Use the Create Project Plan Type page to provide basic project plan type information and
specify setup and planning options that determine how associated project plans and
progress are created.
4. Enter a unique project plan type name and select a date from which the project plan type
is available for use.
 5. Optionally, provide a description and a date to which the project plan type is available for
use.
6. Use the options in the Setup Options section to indicate whether:
o Project managers can use Microsoft Project for scheduling.
o Project managers can enter amounts in currencies other than the project currency.
Note
When you select this option, you must provide currency conversion attributes in
the Currency Settings tab.

Assigning Sets and Specify Plan Settings

To assign sets and specify plan settings:

1. Navigate to the Set Assignments tab.

Use the Set Assignments tab to associate sets with project plan types so that project
managers can use them to create project plans for projects or project templates. For more
information, see the Create Financial Plan Types section of this document.
2. Navigate to the Plan Settings tab.
Use the Plan Settings tab to indicate whether you will track costs in the project plan and
whether you will plan for the project duration or by periods.
3. Take the following decisions.

Option Decision Notes

Name
Enable Will project managers Enable project plan costs if project
project plan plan for costs on the managers must plan for costs on tasks and
costs project? task assignments and monitor actual costs
through the project lifecycle.
Note
If you don't enable planning for costs, then
physical percent complete values are
calculated based only on effort.

Calendar Will project managers Decide whether project managers will plan
Type plan by period or for for the task assignment duration or if they
duration of plan lines? can plan for specific periods in the
accounting calendar or project accounting
calendar.
Rate How will cost rates be If project managers won't plan based on a
Derivation determined? calendar, determine whether cost rates are
Date Type derived based on the start or end date of
plan lines or a fixed date.
Fixed Date How will cost rates be If the rate derivation date type is Fixed
determined? Date, then select the date from which rates
will be used for calculating costs.
Period How will period If project managers will enter planning
Profile amounts be amounts by period, then select how periods
displayed? will be grouped for display when project
 managers view amounts for task
assignments.

Specifying Task Settings

Use the Task Settings tab to specify task and task assignment date settings.

1. Navigate to the Task Settings tab.

2. Decide how planned dates for tasks and task assignments are entered or calculated.

Option Name Decision

Use task planned dates as task Must task assignment dates match
assignment dates corresponding task planned dates?
If yes, then project managers can't edit task
assignment dates.
Automatically roll up task planned Must planned dates for lowest-level tasks roll
dates up to summary tasks?
If yes, then project managers can't edit
summary task dates.
3. Restriction
4. The Use task planned dates as task assignment dates check box and
the Automatically roll up task planned dates check box are disabled if you
enable use of Microsoft Project as the scheduling application.
5. Decide how transaction dates are entered using the following options.

Option Name Decision

Synchronize task Decide whether transaction dates must match the
transaction dates with planned dates for tasks, plus or minus the date
planned dates adjustment buffer.
If you don't select this check box, then transaction dates
for summary tasks are blank by default. Transaction
dates for subtasks are set to summary task transaction
dates.
Date Adjustment Buffer Optionally, specify a date adjustment buffer to determine
in Days the maximum lag (positive) or lead (negative) time
between task planned dates and task transaction dates.

6. Click Save.

Specifying Currency Settings and Rate Settings

Use the Currency Settings tab to select transaction currencies in which to enter project plan
amounts, and the rates for converting those amounts to project currency or project ledger
currency.

Use the Rate Settings tab to specify the actual or planning rates used to calculate cost and
revenue amounts on the project plan.

For more information on both tabs, see the Create Financial Plan Types section of this
document.
Specifying Progress Settings
Use the Progress Settings tab to define how progress values are calculated and roll up the task
hierarchy. These options indicate default values that you can modify at the project level.

1. Navigate to the Progress Settings tab.

2. Decide how physical percent complete values are calculated and roll up the task
hierarchy.

Option Name Decision Notes

Physical Percent How is physical Decide whether project managers must
Complete percent complete enter physical percent complete or if the
Calculation calculated for application calculates the value based on
Method lowest-level tasks? either cost or effort.
Calculation is based on the following
formula, where amount can be cost or
effort, as appropriate:
Actual Amount / Estimate at Completion
(EAC) Amount * 100
Primary Physical How does physical Decide whether the rolled-up physical
Percent percent complete percent complete for summary tasks is
Complete roll up the task based on cost or effort.
Method hierarchy? Calculation is based on the following
formula, where amount can be cost or
effort, as appropriate:
Sum of Earned Value Amount from
Subtasks / Sum of Baseline Project Plan
Amount * 100
Note
The rolled up physical percent
complete value is used in
project forecasting, reporting,
and revenue generation.

3. Decide how ETC amounts are calculated.

Option Name Decision Notes

ETC Method How are ETC Use one of the following methods to
amounts calculation ETC values:
calculated? o Remaining plan: For all progress
calculations (initial and subsequent)
ETC cost is calculated as:
Current Planned Cost - Actual Cost
o Manual entry: For first progress as-of
date, ETC cost is calculated as:
Current Planned Cost - Actual Cost
For all subsequent progress as-of
dates, ETC cost equals ETC cost
from the previous published progress.
Allow Can ETC values be If you are using the Remaining plan ETC
negative ETC negative or should method and actual amounts are greater than
calculation they be set to zero?
 the plan, then you can select to display
negative ETC amounts that result.

4. Decide how project plan information is updated and whether a forecast version is
generated when project managers publish progress.

Option Name Decision

Update planned quantity
with EAC quantity
Automatically generate
forecast version
Financial Plan Type
Decide whether planned quantity in the project plan
is updated with EAC quantity from progress.
Decide whether a forecast version is created when
the project manager publishes progress.
Select the financial plan type for use in forecast
creation.

5. Click Save.

Selecting Budget Generation Options

Use the Budget Generation Options tab to decide whether a budget version is generated when
you set a baseline for your project plan and to specify how the budget version is generated.
These options indicate default values that you can modify at the project level.

1. Navigate to the Budget Generation Options tab.

2. Take the following decisions.

Option Name Decision

Generate budget Decide whether a budget version is created when the
version project managers sets a baseline for the project plan.
Financial Plan Type Select the financial plan type for use in budget creation.
Automatically Decide whether the budget version must be set as the
designate budget current baseline version.
version as baseline Note
If an existing current baseline budget version exists, then
the existing version becomes a standard baseline version
and the newly created baseline version becomes the
current baseline version.

3. Click Save.

Providing Additional Information

Capture information specific to your organization using the descriptive flexfield
PJO_PLANNING_OPTIONS_DFF.
 Project Lifecycle: Points to
Consider

Help topic | 02/17/2018 | Generic

Bookmark Print E-Mail

As a project manager, you can use the Project Management work area to manage the complete
project lifecycle. First create projects for work planning, then work with the project administrator
to enable the project for financial management. Alternatively, the project administrator can create
the project with financial management enabled in the Project Financial Management work area.
Use one of the following methods to create a project for financial management:

 Create projects in the Project Management work area, create financial tasks, and enable
attributes, such as chargeable and billable. Later when you are ready for financial
planning, a project administrator can enable the project for financial management from
the Project Financial Management work area, Tasks panel tab.
 Create projects in the Project Financial Management work area. After the project
administrator creates the project, then the project manager can manage the complete
project lifecycle in the Project Management work area.
Note
The project administrator must assign a project manager to the project in the Project
Financial Management work area.

Work Planning Before Financial Management

In many circumstances, project managers may need to create a project for planning, scheduling,
or proposal purposes, without the need for financial management. The project manager can
quickly create a project, add tasks, and plan resources. For example, you have a project related
to a sales opportunity and the project manager must assess the schedule and staffing needs.
The project can then continue indefinitely without financial management, or the project
administrator can enable financial management for the project.
You can create a project for planning and scheduling in one of the following ways:

 From either the Manage Project Plan page, My Projects infolet on the Project
Management Dashboard, a requirement backlog, or from Oracle Fusion Sourcing.
 Import Project Plan file-based data import feature
 Project Work Plan Version 2 SOAP web service
 Projects REST service
Tip
Create a project without using a project template.
 Microsoft Project integration with Oracle Fusion Project Management

When you create a project for planning and scheduling, you can optionally select a work plan
template to provide the initial set of financial tasks, nonfinancial tasks, milestones, and resources.
 Later, you add more tasks individually or from work plan templates. You can use work plan
templates to create your project from the Project Management work area. Then you can:

 Schedule project work

 Request and assign resources
 Assign work to team members
 Have team members report progress

Enabling Project for Financial Management

Project administrators must select the action to enable the project for financial management
using the Tasks panel tab in the Project Financial Management work area. Specify the
organization, project number, and a project template. You can then perform activities such as
creating budgets and forecasts, capturing project costs, and monitoring overall project profitability
and financial performance. This approach enables you to manage your work and resources,
calculate project costs, and generate invoices. The application then performs the following
actions:

 Makes the financial tasks available for financial planning activities.

 Updates the financial project plan with task start and finish dates.
 Copies the legal entity from the project template. The project administrator can change
the legal entity anytime until transactions are entered for the project.
 Rolls up the labor resource effort and expense amounts, obtains the summarized
resource planning information for each lowest-level financial task, and maps each
resource against the primary planning resource breakdown structure.
 Rolls up effort for all labor resources and expense resource amounts to the lowest-level
financial tasks.

Project administrators can manually enter the remaining attributes such as team members,
project classifications, descriptive flexfields, budgets and forecasts, and assets.

Deriving Dates for Financial Tasks

Start and finish dates are mandatory on financial project plan tasks. If a financial task doesn't
have start and finish dates in the work plan and you enable a project for financial management,
then the application derives the task dates as follows:

 If the parent task has dates, then subtasks use the same dates.
 If the parent tasks don't have dates, then subtasks use the project dates.
 If the project doesn't have a finish date, then the project start date is used as the task
finish date.

Work Planning and Financial Management Together

If you know at the beginning that you need to manage the financial aspects of a project, then the
project administrator can create the project directly in the Project Financial Management work
area so that financial management is already enabled. For example, the project is approved and
resources need to report time and expenses against the project immediately. You can do so by
creating the project using a project template or another project. Create any new work planning
tasks as subtasks of the financial tasks.

You can alternatively create a financial project plan with financial tasks in one of the following
ways:

 Import Projects file-based data import feature

 Project Plan SOAP web service
 Projects REST service
 Microsoft Project integration with Oracle Fusion Project Foundation

The project manager then can add nonfinancial tasks and assign resources to the project and
tasks on the Manage Project Plan page in the Project Management work area.
Updating the Financial Project Plan and Progress
As you continue to add tasks, staff the project, schedule tasks, and update projects, you must
also update the financial project plan with the latest information. Use the Update Financial
Project Plan and Progress action on the Manage Project Plan page of the Project Management
work area to transfer the updated project plan and progress information to the Manage Financial
Project Plan page. To update progress, you can take any of the following approaches:

 Update physical percent complete on the project plan and then choose to automatically
capture and publish financial progress as part of the update flow.
 Update physical percent complete on the project plan and then choose capture financial
progress as part of the update flow. Then, review, update, and publish financial progress
as a separate step from the Progress tab on the Manage Financial Project Plan page.
 Perform all financial progress activities from the Progress tab on the Manage Financial
Project Plan page. In this approach, financial progress updates are completely separate.

The application automatically summarizes resources, effort, and task dates to the lowest-level
financial task.

Note
If you can only access the Manage Financial Project Plan page for a project in the Project
Management work area, then you may need to be added as a project manager on the Manage
Project Resources page for the project. To do this, either ask someone who already has
access to add you, or alternatively the application administrator can add you from the Manage
Project User Provisioning page (query the resource and select the action to Add Resource as
Project Manager, then select the project).
Caution
When you use Project Execution Management, the Manage Project Plan page is the master
project plan for planning and scheduling. Don't do any planning directly on the Manage
Financial Project Plan page. Each time you choose the action to update financial project plan
and progress, the process replaces all planning information in the financial project plan,
including any planning done directly on the Manage Financial Project Plan page, with the latest
plan from the Manage Project Plan page.

Summarizing Planning to Lowest-Level Financial Tasks

The action rolls up the labor resource effort and expense amounts, obtains the summarized
resource planning information for each lowest-level financial task, and maps each resource
against the primary planning resource breakdown structure for the project as follows:

 Named-person labor resources: If the resource breakdown structure uses the named-
person resource format and the same named HCM person exists on the planning
resource breakdown structure, then the application adds that resource to the financial
plan. Otherwise, the application maps the plan for the resource to the Labor resource
class.
 Expense resources created from expenditure types: If the resource breakdown structure
uses the resource format of Expenditure Type and the same expenditure type exists as a
resource, then the application adds that resource to the financial plan. Otherwise, the
application maps the plan for the resource to the Financial Resources resource class.
 Tip
You must add each named person and expenditure type to the primary planning resource
breakdown structure for a project if you want the summarized project plan to map to those
specific resources on the financial plan.

When you use the action to send actual values to the Manage Financial Project Plan page, you
can optionally:

 Generate a budget when setting a baseline for your financial plan.

 Generate a forecast when publishing financial progress.

Tracking Project Performance

Project managers can use the Project Management Dashboard to monitor the progress on work
and financial performance of the project. To see the latest information on the dashboard, you
must first run the Update Project Performance Data and Generate KPI Values processes from
the Scheduled Processes page. The Health, Cost Budget, Milestones, Assignments, Time Cards,
and Uninvoiced Costs infolets enable you to quickly review overall health, progress, and financial
status of projects and take action to resolve issues.
Authoring Contract Terms: How It Works

This topic provides an overview of contract terms authoring on the Contract Terms tab when you
create or edit the contract by selecting the Create Contract and Edit Contract tasks in the
Manage Contracts page or the Contracts work area.

Just what actions you can take during contract terms authoring depends on your implementation,
your privileges, and contract type. Some contracts may have their contract terms already
populated from a contract terms template and permit you only to add and delete clauses from the
Contract Terms Library. Other contracts may allow you to create nonstandard clauses or require
you to answer questions to determine if additional clauses are required. For some contracts, you
may attach the contract terms in a separate document and not use the authoring capabilities of
the application at all.

The following diagram outlines the contract terms authoring process:

1. If the contract terms are not applied in the Contract Terms tab, then you must add them
either by selecting a contract terms template or by attaching the contract terms in a file.
Choosing a contract terms template populates the tab with the contract terms from that
template and permits you to edit them in the application. If you choose to attach the
contract terms as a document, then you must continue to work outside the application.
2. Some contract terms templates require you to run the Contract Expert feature and enter
additional information to determine if more clauses are required.
3. You can edit the contract terms either in the application or outside the application using
Microsoft Word 2007.
4. You must enter any missing values for variables.
5. Optionally, you can change the contract terms source, either switching to a different
contract terms template or attaching the terms in a document. Alternately, you can
remove all of the contract terms completely.
6. You can also check for any clause updates in the Contract Terms Library.
7. You can run a report detailing the changes you made to the contract terms applied from a
template and have the deviations report submitted for approval along with the contract.
8. The last step before submitting the contract for approval is to validate your contract terms
and eliminate any errors.
Specifying the Source of Contract Terms

The first step in the contract terms authoring process is to specify the source of your contract
terms. The contract source can be either a contract terms template or an external document.

In some contracts, the contract terms are applied automatically from contract terms templates
based on rules set up by the Contract Terms Library administrator. In other contracts, you must
add the contract terms yourself. You can either accept the template recommended by the
application, choose a different template, or attach the contract terms in a separate document.

Depending on your permissions, you can change the source of the contract terms at any time
during the authoring process by selecting the Change Contract Source action.

Running Contract Expert

Some contract terms templates require you to run the Contract Expert feature to determine if
additional clauses must be added. You can tell if you must run Contract Expert when the Clauses
tab includes the Contract Expert Last Run indicator above the contract terms preview region.
When you run Contract Expert by selecting the Run Contract Expert action, Contract Expert
may ask you to enter values for contract variables and to answer questions. If you do not run
Contract Expert on a contract that requires it, then you receive a warning message during
contract validation.

Editing Contract Terms

Depending on the contract, you can, add, move, and delete clauses and sections. For example,
you can add standard clauses, substitute alternate clauses for existing clauses, edit standard
clauses or create nonstandard clauses that are specific to the contract.

You edit the contract terms by using the outline on the left side of the Clauses tab. You preview
the clauses on the right.

You can also edit the contract terms outside the application using Microsoft Word 2007. You
select the Download Contract action to export the contract terms to a file, make your edits, and
select the Upload Contract action to import your changes back into the application.

Entering Missing Variable Values

Select the Edit Variable Values action to enter any missing variable values. The Clauses tab
displays the number of missing values in the Pending Variables indicator. You must enter any
missing values before you submit the contract for approval. Missing variable values generate
warnings during contract validation.

Entering variable values using this action is equivalent to entering these values when running
Contract Expert.

Checking for Clause Updates

Select the Check for Clause Updates action to check if a more recent clause version is
available in the Contract Terms Library.

Changing the Contract Source and Removing Contract Terms

Select the Change Contract Source action to change the source of the contract terms from one
template to another, from a template to an attachment, or from an attachment to a template.

If you change templates, the application removes all sections and clauses added by the original
template, including any you have edited. Only new clauses you added are kept under the
unassigned section heading.

If you decide to attach the contract terms in a file to replace those from a template, then you have
the option of retaining the terms from the template for reference. If you replace attached contract
terms with those from a template, then the attachment is stored as one of the contract
documents.
Select the Remove Contract Terms action to remove all contract terms from the contract.
Removing contract terms removes all contract terms documents.

Reviewing Deviations and Validating Contract Terms

Select the Review Contract Deviations action to generate a report that lists differences
between the contract terms in the contract and the contract terms in the contract terms template.
The deviations report lists:

 Standard clauses you added, edited, or deleted

 Alternate clauses you selected to replace the standard clauses
 Nonstandard clauses you created for this contract
 Missing clauses recommended by Contract Expert
 Outdated clause versions
 Policy deviations

You can attach the report with your comments to the notification the application sends to
approvers when the contract is submitted for approval. The report is automatically refreshed at
the time the contract is submitted to ensure it contains the latest information.

Select the Validate Contract Terms action to determine if the contract terms are ready to be
submitted for approval. Validation can generate both errors and warnings. You must correct the
errors. Correcting the warnings is optional.

For example, you receive an error if:

 The contract terms contain a clause that the Contract Terms Library administrator has
updated, placed on hold, or made inactive.
 The contract terms template is inactive.
 The contract terms contain incompatible clauses.
 A section in the contract terms does not contain any clauses.
 A contract terms amendment does not contain a description.
 Some of the contract variables do not have values.

You receive a warning if you did not run Contract Expert as required by the contract terms
template or you did not answer all of the Contract Expert questions.

The application runs the validation process automatically when you attempt to submit the
contract for approval, and displays any remaining errors and warnings at that time.

How can I configure contract terms before I print them?

You define contract terms layout templates during contract type setup. Contract printing uses
these predefined layout templates. You can also configure the printing options available on the
page when creating and editing clauses and when adding and editing sections as part of contract
or template authoring.

You can
  Suppress title and skip numbering or only skip numbering while
o editing a section or clause for a terms template or contract
o adding a section or clause to a terms template
o adding a section or creating a nonstandard clause to add to a contract
 Align the section title or start a section on a new page while
o creating a new section while authoring a terms template or while authoring terms
and conditions for a contract
o adding a new section from the terms library to the terms template or contract
o editing a section in the terms template or contract

Note

As the numbering is part of the title of the section or clause, choosing to suppress the title
automatically suppresses the number, skipping numbering and moving the numbering up one
level for subsections and clauses in that section, and sections and clauses in the contract.

These printing options are only available for contracts in Draft and Under Amendment statuses.
Although, you can use these printing options on all templates including those for which approved
contracts exist, the options you select will only apply to future, yet to be approved contracts.
These printing configurations only show in the pdf, rtf, and html outputs of the contract.

Editing Contract Terms in the Clauses Tab: Explained

Depending on your permissions, the contract type, and the contract status, you can edit the
contract terms displayed in the Clauses tab by using the outline on the left and the Actions menu.
You must refresh the preview pane on the right to see the results of your edits.

On the Clauses tab you can:

 Edit clauses
 Edit sections
 Change the numbering style

Editing Clauses

You can add standard clauses; add, delete, or move clauses; select alternate clauses; and
create nonstandard clauses either by editing standard clauses or by creating a completely new
clause. Different clause types permit different actions. For example, you can only select alternate
clauses for clauses where alternates are available and you cannot edit protected clauses or
delete mandatory clauses unless you have special permissions. Mandatory and nonstandard
clauses are highlighted with icons as are clauses with available alternates.

The following table summarizes what actions are available for different clause types.

Clause Available Actions

Standard  Add
 Move
 Delete
 Edit to create a nonstandard clause
Nonstandard  Create by adding and editing a standard clause or create an entirely new
nonstandard clause
 Move
 Delete
 Edit
Protected  Add
 Move
 Delete
 Edit only with special privileges
Mandatory  Move
 Delete only with special privileges
 Edit only with special privileges
Alternate  Move
 Edit to create a nonstandard clause
 Delete
 Select an alternate clause

Editing Sections

You can add, edit, delete, and move sections. When you move or delete a section, you move or
delete its contents provided you have the permission to do so. For instance, you cannot delete a
section if that section includes a mandatory clause and you do not have the special permission
required to delete such clauses. When adding or editing a section, you have the option of
selecting predefined sections from the Contract Terms Library or creating your own.

Changing the Numbering Style

You can change the numbering style of the contract terms by selecting the Change Numbering
Scheme action.

Adding Contract Terms from a Template or as an Attachment: Points to Consider

When no contract terms are applied to your contract, click the Add Contract Terms button on
the Contract Terms tab to add contract terms either from a contract terms template or by
attaching contract terms in a document.

Selecting a Contract Terms Template

To add contract terms from a contract terms template, select Structured Terms as the Contract
Source and select the template.

Attaching Contract Terms in a Document

If you want to attach the contract terms in a document, select Attached Document as
the Contract Source and attach the document. If you attach the contract terms in a document,
then you must continue to author outside the application.
Note

Specifying that the contract source is an attached file and uploading a file is not the same thing
as attaching a file to the contract on the Documents tab. The latter only attaches a supporting
document.

Authoring with Contract Terms Templates: Explained

Contract Terms Library administrators set up contract terms templates to apply contract terms
and conditions based on the type of contract you are authoring. Depending on the setup, the
application can automatically apply the contract terms and conditions from a template or let you
select which contract terms template to apply manually.

A contract terms template you apply on a contract can:

 Add sections and clauses from the Contract Terms Library into your contract.
 Specify which numbering scheme and layout will be used in the printed contract terms.
 Require you to run the Contract Expert feature to determine if additional clauses are
required in the contract or to determine if the contract conforms to company policies.
 Permit you to edit some or all of the contract terms and conditions. Some clauses may be
protected from editing.

When a contract terms template is applied on a purchasing or a sourcing document rather than
on an enterprise contract, then the template can also include contract terms deliverables for
tracking deliverables such as performance reviews, references, and proof of insurance.

The following figure provides an example of how you work with a contract terms template:

1. The application applies the terms and conditions from the contract terms template either
automatically or when you select the template manually.
2. The Contract Terms tab now contains the contract terms and conditions from the
template. The sections and clauses are numbered according to the template's numbering
scheme. In purchasing documents, an additional tab can list contract terms deliverables
(shown in a shaded box).
3. You can edit the clauses on the Contract Terms tab using the outline on the left.
4. If the template requires you to run Contract Expert, you may be asked to answer
questions and enter values for contract variables. Depending on your entries, Contract
Expert may insert additional clauses that were not present in the template itself.
Adding and Editing Sections and Clauses

The contract terms template can include all the boilerplate clauses required for a contract such
as a warranty, for example, or just a few of the common clauses such as the governing
jurisdiction. These are inserted automatically into the contract terms when the template is
applied.

Depending on your privileges, you can add additional standard clauses, substitute an alternate
clause for an existing clause, edit standard clauses or add new nonstandard clauses that are
specific to the contract.

Any change you make to the clauses applied from the template will be recorded as a clause
deviation in the contract deviations report you run before you submit the contract for approval.
Running Contract Expert

Some contract terms templates require you to run the Contract Expert feature to determine if
additional clauses must be added. You can tell if you must run Contract Expert when the Clauses
tab includes the Contract Expert Last Run indicator above the contract terms preview region.
When you run Contract Expert by selecting the Run Contract Expert action, Contract Expert
may ask you to enter values for contract variables and to answer questions. If you do not run
Contract Expert on a contract that requires it, then you receive a warning message during
contract validation.

Adding Contract Terms Deliverables for Purchasing and Sourcing Documents

If the contract terms template includes contact terms deliverables, these deliverables are visible
only when the template is applied to a purchasing document. You can use these contract terms
deliverables in a purchasing document for the submission and tracking of contractual
deliverables such as reports and inspections. These deliverables can be updated both by the
purchasers within your organization and by the vendors using their supplier portal. The
contractual deliverables are listed in a clause in the contract terms.

Changing the Source of Contract Terms: Points to Consider

Depending on the contract, its status, and your privileges, you may be able to change the
contract source by selecting the Change Contract Source action on the Contract Terms tab, for
instance replacing the current contract terms template with another.

You can use this action to:

 Switch templates
 Replace the contract terms in the application with an attached file
 Replace contract terms attached in a file with those in another file
 Replace contract terms attached in a file with those from a contract terms template

Switching Templates

Switching templates by applying a different template completely removes all of the contract terms
applied from the old template, including any that you may have edited into nonstandard clauses.
The application moves any standard clauses you added or any nonstandard clauses you created
from scratch to the unassigned section. The Unassigned section, which is created automatically,
does not print in contracts. You must move any clauses from the unassigned section to other
sections if you want them to be part of the new contract terms.

Note

If you are switching templates in Oracle Fusion Purchasing or Oracle Fusion Sourcing contracts,
then you can retain contract terms deliverables by selecting the Retain All Deliverables option.

Replacing the Contract Terms in the Application with an Attached File

You may need to attach the contract terms to replace the contract terms in the application, if you
are editing the contract terms in Microsoft Word and the there are too many changes to import
back into the application successfully, for instance. When you change the contract terms source
from a contract terms template to an attached file, the application removes all of the contract
terms and contract documents. You have the option of selecting the Retain Structured Terms
for Reference option to include the contract terms in the contract deviations report, contract
terms validation, and clause analysis.

Replacing One Attached File with Another

When you change the contract terms source from one file to another, the application deletes the
old file if the file name is the same. If the new file name is different, then the application
preserves the file you are replacing in contract Documents.

Note

The old file is not preserved in Oracle Fusion Sourcing because negotiation documents do not
include the Documents tab.

Replacing an Attached File with a Contract Terms Template

When you replace an attached contract terms file with the terms from a contract terms template,
the application retains the file for reference on the Documents tab except in Oracle Fusion
Sourcing where the file is deleted.

Contract Terms Authoring Actions: Explained

This topic lists and briefly describes the actions for authoring contract terms.

The actions in the Actions menu are divided into four groups. There are actions for:

 authoring within the application

 authoring in Microsoft Word
 checking your work
 starting over

Note

The Actions menu appears only after you add contract terms. Which actions are available on a
contract depends on your implementation, the contract type, and the contract life cycle.

Actions for Authoring Within the Application

The following actions are related to authoring within the application:

Action Description
Edit Select the Edit Variable Values action to enter any missing variable values. The
Variable Clauses tab displays the number of missing values in the Pending
Values Variables indicator. You must enter any missing values before you submit the
contract for approval. Missing variable values generate warnings during contract
validation.
Run Some contract terms templates require you to run the Contract Expert feature to
Contract determine if additional clauses must be added. You can tell if you must run
Expert Contract Expert when the Clauses tab includes the Contract Expert Last Run
indicator above the contract terms preview region. When you run Contract Expert
by selecting the Run Contract Expert action, Contract Expert may ask you to
enter values for contract variables and to answer questions. If you do not run
Contract Expert on a contract that requires it, then you receive a warning message
during contract validation.

Actions for Authoring Contract Terms Using Word 2007

The following table lists the actions you can use for editing the contract terms outside the
application using Word 2007.

Action Description
Download Use the Download Contract action to export the contract terms authored in the
Contract application to an XML file you can edit in Word 2007.
Upload Use the Upload Contract action to import the edits you made in Word 2007.
Contract You can only upload a file that was originally downloaded from the application.
Lock Contract Use the Lock Contract Terms action to prevent anyone from editing the
Terms contract terms in the application while you are editing the contract terms offline
in Word.

Actions for Checking Your Work

The following table lists the actions for checking the contract terms meet your organization's
standards.

Action Description
Review Select the Review Contract Deviations action to generate a report that lists
Contract differences between the contract terms in the contract and the contract terms
Deviations in the contract terms template. The deviations report lists:
 Standard clauses you added, edited, or deleted
 Alternate clauses you selected to replace the standard clauses
 Nonstandard clauses you created for this contract
 Missing clauses recommended by Contract Expert
 Outdated clause versions
 Policy deviations
Check for Select the Check for Clause Updates action to check if a more recent clause
Clause version is available in the Contract Terms Library.
Updates
Validate Select the Validate Contract Terms action to determine if the contract terms
Contract are ready to be submitted for approval. Validation can generate both errors
Terms and warnings. You must correct the errors. Correcting the warnings is optional.

The application automatically performs the same contract terms validation

whenever you submit the contract for approval.

Actions for Starting Over

The following table lists the actions you can use to start over.

Action Description
Change Select the Change Contract Source action to change the source of the
Contract contract terms from one template to another, from a template to an attachment,
Source or from an attachment to a template.

If you change templates, the application removes all sections and clauses
added by the original template, including any you have edited. Only new
clauses you added are kept under the Unassigned section heading.
Remove Select the Remove Contract Terms action to remove all contract terms from
Contract the contract. Removing contract terms removes all contract terms documents.
Terms

Creating Nonstandard Clauses during Authoring: Points to Consider

If you do not find the standard clause you need in the Contract Terms Library, then you can
create a nonstandard clause either by adding a similar standard clause and editing it or by
creating an entirely new nonstandard clause.

Creating a Nonstandard Clause by Editing a Standard Clause

Adding a similar standard clause and editing it makes it possible at any time to revert back to the
most recent version of the original standard clause and to compare the nonstandard clause text
with the text of the most recent version of that standard clause.

Creating a New Nonstandard Clause

Creating an entirely new nonstandard clause does not permit you to revert to a similar standard
clause or compare the text. Both types of nonstandard clauses are listed as deviations in the
Contract Deviations report submitted along with the contract for approval.
Contract Variables: Explained

Contract variables represent information that varies from contract to contract. They make it
possible for you to change parameters, such as payment terms and price, in clauses without
modifying the clause text. You must supply the value for all the variables. If you do not, the
application generates a warning during contract validation and represents the missing information
as dashes in the printed contract.

Contract variables fall into two types:

 User variables
 System variables

User Variables

User variables represent information in individual clauses. For example a jurisdiction clause may
contain a variable that specifies the county and state. User variables have the following
properties:

 They must be defined by Contract Terms Library administrators before they can be used
in clauses.
 You must supply the values for user variables by selecting either the Edit Variable
Values or Run Contract Expert actions during contract terms authoring.
 You can view the number of variables that are missing values by checking the Pending
Variables indicator on the Clauses tab.

System Variables

System variables are already defined in the application and are available for use in the clause
text. The application obtains the value of the system variables from the contract header or lines.
System variables have the following properties:

 System variables are predefined by the application and represent information from the
contract document itself. For instance, the payment terms in a purchase order or the
purchase order number are properties of the purchase order.
 System variables that are missing values are not included in the Pending
Variables indicator count on the Clauses tab.
 Their values must be supplied in the contract document itself. You cannot supply their
values by selecting the Edit Variable Values or the Run Contract Expert actions.
 Contract Terms Library administrators cannot define new system variables.

Reviewing Contract Deviations: How It Works

Select the Review Contract Deviations or the View Contract Deviations action to check how
well your contract conforms to company standards by generating a report of contract deviations.
The reports highlights any differences between the contract terms in the contract and those in the
associated contract terms template and warns you of any deviations from company policies. A
copy of the report can be automatically attached to the contract approval notification sent to
contract approvers.
The Review Contract Deviations action makes it possible for you to enter a justification for any
deviations in the report and make the report available for review by the contract's approvers. This
action is available while the contract is in a status that is open to editing, such as the draft status.

While the contract is closed for editing, for example when the contract was submitted for approval
or was rejected, you can only view the report by selecting the View Contract Deviations action.

The following figure illustrates how the contract deviations report is generated and used:

1. When you select the Review Contract Deviations action, the application checks for and
lists any changes to the clauses applied from the contract terms template.
2. The application also checks and records any deviations from company policies by
evaluating Contract Expert rules which apply to the contract terms template you are
using.
3. If you want to submit the report for review by contract approvers, then you must select
the Generate for Approval option. You can enter an explanation for the approvers and
other comments in the Approval Abstract field.
4. If you selected the Generate for Approval option and submit the contract for approval,
then the application automatically regenerates the report to ensure that it contains the
latest information and attaches it as a PDF to the notification sent to the approvers.
Clause Deviations

The application checks for invalid, nonstandard, and missing clauses by comparing the contract
terms in the contract with those in the latest version of the contract terms template applied to the
contract.

Policy Deviations

Policy deviation checks are based on the values of variables in the contract and the answers you
give to any questions presented during authoring. For example, if you specified payment terms of
30 days for a big contract, but company policy only permits 20 days on such contracts, this
deviation is recorded in the report. Policy deviations depend on Contract Expert rules set up by
the Contract Terms Library administrator for a particular contract terms template.
Running Contract Expert during Authoring: How It Works

If a Contract Expert-enabled contract terms template is applied to your contract, then you must
run Contract Expert to determine if the contract deviates from company policies or if any
additional clauses are required. When you run Contract Expert, you may be asked to enter
values for contract variables or to answer questions. Based on your responses, Contract Expert
may suggest additional clauses for insertion into the contract terms. If you fail to run Contract
Expert on a contract which requires it, then you will receive a warning when you attempt to
submit the contract for approval or when you download the contract for editing in Word 2007 or
later versions. You can run Contract Expert at that time.

The following figure illustrates what happens when you run Contract Expert by selecting the Run
Contract Expert action from the Actions menu or by clicking the icon at the top of the preview
section on the Clauses tab. The application:

1. Prompts you to respond to questions and to specify values for variables. In some cases,
additional questions may appear depending on the responses that you provide to
previous questions. If you already ran Contract Expert on the contract before, the
application remembers the values you entered previously.
2. Evaluates your entries to determine if the contract requires additional clauses and
displays them for your review.
3. Inserts the selected clauses into the contract terms.
4. On subsequent runs, Contract Expert removes any clauses it inserted previously.
Removes Any Clauses It Inserted Previously

If this is not the first time you are running Contract Expert, then the feature removes the clauses
that it inserted previously, even if you moved them to other sections. Contract Expert does not
remove any of the clauses you turned into nonstandard clauses by editing them.

Prompts You to Enter Additional Information

Contract Expert starts evaluating any business rules entered by the Contract Terms Library
administrator for the contract terms template being used on your contract. If the rules require
your entry, then Contract Expert displays pages where you enter variable values and answer
questions. Answers to questions can trigger follow-up questions. In this figure, the answer to
Question 1 triggered the follow-up Question 2.
Evaluates Your Entries and Displays Any Additional Clauses for Your Review

Contract Expert completes evaluating the business rules based on any additional information you
provided and displays the recommended clauses for your review before inserting them into the
contract terms.

You can reject a recommended clause by deselecting the Insert into Document option on the
Review Suggested Clauses page provided you have sufficient privileges. Your rejection is listed
as a warning when you review contract deviations. If you do not have the required privileges, this
option cannot be deselected.

Inserts Additional Clauses into the Contract

Contract Expert inserts the additional clauses into the contract.

Frequently Asked Questions for Contract Terms Authoring

Why can't I see my edits on the Clauses tab?

The contract terms preview in the right pane of the Clauses tab is not automatically updated as
you edit. You must refresh the preview by clicking the Refresh icon to see all of your edits.

Why can't I edit the contract terms?

There are multiple reasons why you may not be able to edit the contract terms on the Clauses
tab.

These include:

 The contract is in a status that does not permit editing. For instance, it is cancelled,
approved, or pending approval.
 The contract may be locked or you may lack the security privileges to add clauses.
 The contract terms must include a section before you can add clauses.
 The source of contract terms is attached.

What are pending variables?

Pending variables are contract terms variables that are missing values. You must enter all of the
missing variable values during contract terms authoring before submitting the contract for
approval. The Pending Variables indicator on the Clauses tab shows the number of variables
with missing values.

You can enter the missing values in one of the following ways:
  By clicking the Edit Variable Values icon on the Clauses tab. This icon is located to the
right of the Pending Variables indicator.
 By selecting the Edit Variable Values action on the Contract Terms tab.
 By entering the values when you run the Contract Expert feature.

What's a primary contract document?

A file containing the contract terms and conditions. This file can be generated automatically by
the application from the structured terms or attached to the contract by the contract author.

If you are authoring contract terms and conditions in the application using structured terms, then
the application automatically creates the primary contract document at the time you submit the
contract for approval. If you are attaching contract terms in a separate file, the file itself is the
primary contract document.

What's a nonstandard clause?

A clause created during contract terms authoring by editing a standard clause or by creating a
new clause that is not in the Contract Terms Library.

What's the clause default section?

The clause default section is the contract terms section where the Contract Expert rules insert
the clause.

What's a future-dated clause?

A future-dated clause is a clause in the Contract Terms Library that will be available for use at a
future date.

What's the difference between the Clause Title and the Display Title fields?

The clause title you enter in the Clause Title field must be unique in the business unit where you
are creating the contract and cannot be changed after you first save the clause.

You can use the Display Title field to substitute a different title in the printed contract. This is
useful if you want to create several variations of a clause with the same title, for example. The
display title has no uniqueness requirement and can be edited after you save it.

Can I add nonstandard clauses from other contracts?

No, you cannot search for or add nonstandard clauses created in other contracts. You can only
search for and add standard clauses in the Contract Terms Library. Any nonstandard clauses
you create are restricted to individual contracts.

What am I previewing in a contract terms template preview?

The contract terms template preview displays the contract terms in the template with the
numbering scheme that will be used in the printed contract. The preview does not include any
contract terms that may be added by the application as the result of your entries of variable
values or your answers to questions associated with the template. The preview does not
necessarily display the contract terms using the same styles as the printed version because it
uses a different layout template.

What clause deviations does the contract deviations report capture?

The application checks for invalid, nonstandard, and missing clauses by comparing the contract
terms in the contract with those in the latest version of the contract terms template applied to the
contract.

The following table lists the deviations captured in Clause Deviations section of the Contract
Deviations report. You can generate the report by selecting the Review Contract
Deviations action.

Deviation
Category Description
Added You added nonstandard clauses either by editing a standard clause or by
nonstandard creating a completely new nonstandard clause in the contract.
clauses
Missing standard You removed mandatory or optional clauses that were present in the
clauses contract terms template or were recommended by Contract Expert.
Invalid clauses A clause can become invalid in the Contract Terms Library because:
 The clause was placed on hold by an administrator.
 The clause expired.
 The clause was one of the clauses recommended by Contract
Expert, but that recommendation is no longer in effect.
Added standard You added additional standard clauses or replaced clauses with their
clauses alternates.

What clause updates am I checking for?

The Check for Clause Updates action checks for and displays any new versions that are
available for the standard clauses in your contract. You can substitute the new version for the
original.
What's the difference between reviewing contract deviations and validating contract
terms?

The Contract Deviations report, generated by selecting the Review Contract Deviations or
the View Contract Deviations actions, lists all the changes you made to the contract terms
applied from the contract terms template and any departures in the contract from company
policies. A copy of the report with your comments can be submitted along with the approval
notification to approvers.

Contract terms validation, which is performed by selecting the Validate Contract Terms action
or automatically whenever you attempt to submit the contract for approval, lists errors that you
must fix before you can submit the contract for approval. Fixing warnings on the report is
optional.

Contract deviations and validations do overlap. The Contract Deviations report lists invalid
clauses that will generate errors when you validate the contract, for example. Examples of invalid
clauses include clauses that were placed on hold or have expired. But the validation checks are
more comprehensive and include checks for errors in variable definitions, for instance. The
following table compares the features of contract deviation and contract terms validation:

Feature Contract Deviation Report Contract Terms Validation

Lists changes made to the Yes, lists all changes Restricted to warnings for
contract terms applied from a including the addition of some changes such as the
template. clauses or substitution of deletion of mandatory
alternate clauses. clauses.
Lists changes to clauses Yes. Yes.
recommended by the Contract
Expert feature.
Includes a list of deviations from Yes. No.
company policies.
Lists invalid clauses that will Yes. Yes.
prevent the contract from being
submitted for approval.
Lists variable and other errors No. Yes.
that will prevent the contract from
being submitted for approval.
Can be attached as a PDF report Yes. No.
to the approval notification.
Makes it possible to add Yes. No.
comments for approvers.

What's a policy deviation?

The application determines if your contract deviates from company policies by evaluating the
variable values in your contract and the answers you give to any questions presented during
authoring. For example, a contract may deviate from company policies if payment terms are
greater than Net 60 for a contract worth more than $100,000.

Contract Terms Library administrators create and maintain the rules for checking policy
compliance using Contract Expert rules. Different rules can apply for each contract terms
template.

What happens to the existing primary contract document when I upload a new one?

What happens to the existing primary contract document depends on the name of the new file
you are uploading. If the new and existing files have the same name, then the new file overwrites
the existing file. If the file names are different, then the existing file is archived as a supporting
document which is available in the Documents tab of the contract. The Documents tab is not
available in negotiations in Oracle Fusion Sourcing.

What kind of information does the Contract Terms tab or page display during authoring?

Depending on the contract, the Contract Terms tab or page can display very different information.

The following table lists the possibilities:

What's Displayed What It Means

Clauses tab with structured This can mean:
terms  The application automatically applied the contract
terms template.
 A contract author applied the template
Add Contract Terms button This can mean:
only.  The application did not automatically apply contract
terms from a contract terms template.
 A contract author removed the contract terms by
selecting the Remove Contract Terms action.
Note

The only available action is to add contract terms using the

Clauses tab displays the name
and link to a file.
Clauses tab displays the name
and link to the file but also
shows the structured contract
terms authored in the
application.
button. No Actions menu is displayed.
A contract author attached the contract terms as a file. The
contract terms are being authored outside the application.
The contract author attached the contract terms as a file but
selected to retain the structured terms for reference. The
structured terms are being kept for reference only and may
not reflect the contract terms in the file. You cannot edit the
structured terms.

What's the difference between validating the contract terms and validating the contract?
Validating the contract terms by selecting the Validate Contract Terms action displays errors
and warnings specific to the contract terms and conditions.

Selecting the Validate Contract action displays errors and warnings for the contract header,
lines, and other contract attributes in addition to those specific to the contract terms and
conditions.

When do I import the nonstandard clause text instead of entering it?

Import clause text from a document created in Word instead of entering the text directly into the
application if you want to preserve complex formatting not supported by the application's editor or
if using Word is more convenient.

Note the following:

 The file you are importing must be saved in the XML file format.
 The built-in text editor is disabled after you import the text for the first time. To edit the
nonstandard clause in the future, you must download it to a file, edit the clause in Word
2007, and upload again.

Why am I being asked to enter variable values in the Contract Wizard?

Variables are used to represent information that changes from contract to contract. If the legal
language of the contract includes one or more of these variables, then the values you provide will
be part of the legal contract terms and conditions. The application also evaluates the variable
values you enter to determine if it must insert additional contract terms. In the Contract Wizard,
you can review any additional terms the application inserted during contract review.

What variable values can I enter while authoring contract terms?

You can enter values only for variables used within the terms and conditions of your contract.
You can select to view only pending variables, those variables with missing values, or view and
edit all available variables. The value of other variables, such as the variable representing the
customer on the contract, come directly from the contract header and cannot be edited here.

Frequently Asked Questions for Running Contract Expert

Can I reject the clause recommendations made by Contract Expert?

You can reject a clause recommended by Contract Expert by deselecting the Insert into
Document option on the Review Suggested Clauses page provided you have sufficient
privileges. Your rejection is listed as a warning when you review contract deviations. If you do not
have the required privileges, this option cannot be deselected.
What happens if I do not enter values for all of the variables?

Any variable without a value shows up as an underscore in the printed contract and generates a
warning when you validate the contract terms. Those variables that require you to choose a value
from a list can also trigger the application to insert additional clauses. Leaving one of these
variables without a value can mean your contract does not have all the required clauses.

When must I run Contract Expert?

If you are authoring contract terms in the application and the Clauses tab includes the Contract
Expert Last Run indicator, then you must run the Contract Expert feature, either by selecting
the Run Contract Expert action from the Actions menu or by selecting the icon next to the
indicator. You should run Contract Expert when you first apply the contract terms template and,
optionally, before you submit the contract for approval. You may want to run Contract Expert
more than once on a contract that is being authored over a long period of time just in case the
Contract Terms Library administrator updated the Contract Expert business rules. The indicator
on the Clauses tab displays Not Run if you did not run Contract Expert or records the date and
time when you last ran Contract Expert on the contract.

Frequently Asked Questions for Authoring Using the Contract Wizard

How can I edit the contract terms in the Contract Wizard?

You cannot edit the contract terms applied from a template in the Contract Wizard itself. You can
only change contract terms templates. However, provided you have the correct privileges, you
can edit the contract and its contract terms outside the Contract Wizard by selecting the Edit
Contract action.

What documents can I upload in the Contract Wizard?

If the party authoring the contract is internal or if the contract terms template is applied on the
contract, then you can upload files as a supporting contract documents. You cannot upload a file
as the primary contract document in this case. If the party authoring the contract is external, then
you can upload a file as the primary contract document in addition to uploading supporting
documents.

What's the difference between authoring a contract with and without the Contract Wizard?

Authoring enterprise contracts using the Contract Wizard provides a simple and quick method for
creating contracts which you can later edit to add additional details.

When you select the Create Contract in Wizard and Edit Contract in Wizard tasks you:

 Are guided through a set of steps to create contracts

  Are not required to run the Contract Expert feature as it is included in the wizard steps.
 You are not required to preview any clauses Contract Expert inserts into the contract
terms. They are inserted automatically.

Use the Create Contract and Edit Contract tasks to create complex contracts or to add those
details to contracts created with the wizard. Using these tasks you can:

 Add and edit parties and party contacts.

 Add and edit contract lines.
 Edit the contract terms.
 Export the contract terms for editing in Microsoft Word.
 Add notes and view contract history.
 Run Contract Expert, when required.
 Preview any clauses recommended by Contract Expert before they are inserted.
 Create and manage contract deliverables in buy-intent contracts.
 View and enter contract risk management and projects billing information for sell-intent
contracts.
 Create contracts of contract types with no contract terms.

What's the difference between reviewing and previewing the contract in the Contract
Wizard?

The Review Contract page in the Contract Wizard displays the contract terms with basic HTML
formatting. It may not include all of the formatting or content of the final contract. Use it to review
the content of the contract terms.

The Preview Contract button generates a PDF of the entire contract as it will be submitted for
approval and presented to the customer or supplier. The PDF includes all of the formatting and
content.

Why am I being asked to answer questions in the Contract Wizard?

The application uses the answers you provide to determine if your contract meets your
organization's standards and if must insert additional contract terms. You can review any
additional contract terms inserted by the application when you review the contract. This step is
equivalent to running the Contract Expert feature when you author contract terms without the
Contract Wizard.

Editing Contract Terms Offline in Microsoft Word

Editing Contract Terms outside the Application in Word 2007: How It Works

You can edit contract terms offline using Microsoft Word 2007 and import the edits back into the
application.

The following figure outlines the process:

 1. Download the contract terms as an XML file to your desktop by selecting the Download
Contract action in the Contact Terms tab. You can lock the contract terms in the
application while you are editing them offline.
2. Edit the file using Microsoft Word 2007 and accept or reject all changes.
3. Select the Upload Contract action to upload your changes. Depending on your needs,
different options make it possible to update the structured terms in the application with
your changes or simply attach them as a file. The different use cases numbered in the
figure are discussed in the Uploading Your Edits section.
4. If you decide to update the structured terms in the application, then you must review and
accept the changes.

Downloading the Contract Terms

Select the Download Contract action to download the contract terms as a Word 2007 XML file.
When downloading, you can prevent others from editing the structured terms while you are
working outside the application by selecting the Lock Contract Terms until Upload option.

Editing Contract Terms outside the Application

If you want to automatically update the contract terms in the application with the edits you make
in the Word file, then you must:

 Use only the file you downloaded for your edits.

 Enable Word's change control features to track your changes and accept the changes
before you upload the file.
 Be aware of how your edits will be uploaded as described in the section below:

Tip

 To edit the text of a clause, keep your edits within the boundary
of the clause text and do not add any paragraph breaks or title
headings.
 To add a new clause, enter the clause title outside the boundary
of an existing clause and apply the ClauseTitle2 style.
Press Enter and add the clause text. The clause text should be
automatically appear with the Normal style applied.
 To add a new section, enter the section title outside the boundary
of an existing clause and apply the Heading1 style.

There are no restrictions if you want to attach the edited file without updating the structured terms
in the application.

Uploading Your Edits

After selecting the Upload Contract action to upload your edits, you can either update the
contract terms in the application with your edits or attach the edited file.

The different use cases depend on your selection of the following three options:

 Contract Source

Specifies if you want the source of the contract terms to be the structured terms in the
application or the file you are uploading.

 Update Contract Terms Automatically

Specifies if you want the edits in the file imported into the application.

 Retain Structured Terms for Reporting

If you chose the file as the source of contract terms, then you can retain the contract
terms in the application for reviewing contract deviations and other reports.

Update Retain
Use Contract Contract Structured
Case Source Terms Terms for
Use Case Number Selection Automatically Reporting Consequences
You want to 1 Structured Selected Not  The contract
import the edits Terms applicable terms in the
from the file into for this use application
the application. case. are updated
with the edits
from the
Word
document.
 The
application
remains the
source of the
contract
terms.
 The file with
your edits is
uploaded as
a supporting
document.
The edits in the 2 Attached Deselected Deselected  The
Word file are so Document application is
extensive that not updated
importing them with changes.
into the  The Word file
application is becomes the
impractical. primary
contract
The contract document.
terms in the file  The
are so different, structured
that running the terms in the
contract application
deviations report are not
against the terms retained for
in the application reports.
would be
misleading.
You do not want 3 Attached Deselected Selected  The
to import the Document application is
edits into the not updated
application, but with your
you want to changes.
retain the  The Word file
contract terms in becomes the
the application primary
for reporting. contract
document.
 The
structured
terms are
retained for
reporting.
You want to 4 Attached Selected Selected  The
specify the Document application is
attached file as updated with
the primary your
contract changes.
document, but  The Word file
want to import becomes the
the changes into primary
the application contract
for more document.
accurate  The
reporting. structured
terms are
used for
reporting.

Automatically Updating the Contract Terms in the Application

If you chose to update the contract terms in the application automatically, the application
compares the contract terms in the file with those in the application and displays the changes in
the Review Changes page.

Note

Before you upload, you must accept all tracked changes in the Word file. If the Accept and Reject
buttons are not enabled on the Review tab, you can enable them by selecting Protect Document,
Restrict Formatting and Editing and clicking Stop Protection.

The application considers some but not all edits as changes for importing. Examples of changes
that do get imported include:

 Adding a clause in the file will add the clause to the structured terms.
 Deleting a clause in the file counts as a deletion of the clause in the structured terms.
 Edits within the text of a standard clause, including the addition of spaces, turns the
standard clause into a nonstandard clause.
 Text that you add outside the boundary of an existing clause will be imported as a new
clause.
 Headings you insert are interpreted as sections or clause titles, depending on their style.
If you insert a heading with the ClauseTitle2 style applied and that is followed by text with
the Normal style applied, then the heading is imported as a clause title and the text as
the clause text. If you enter a heading with the Heading1 style, then it will become a
section.
 If you add a new clause without a heading, then the application automatically creates a
clause title with a clause number based on the number of such clauses without titles. The
first title is Clause 1 and the title of the ninth such clause is Clause 9.

The application does not import some edits such as moving clauses or sections within the
contract terms. Font changes are only imported if they are accompanied with another edit. For
example, the application will ignore clause text you placed in italics if that is the only edit you
made. Nor does the application import any edits you may make to the clause or section numbers.
It retains the numbering in the structured terms.

Also not imported are any changes in variable values you made in the Word document. You must
edit the variable values in the application after your upload.
You can use the Review Changes page to either accept or reject all of the changes and to merge
any clauses that were split accidentally. If you want to reject individual changes, then you must
cancel the upload, make additional edits to the Word document, and upload again.

The application retains the file you uploaded as a supporting document. If the file name is the
same as the previous version you uploaded, then the previous version is overwritten.

Managing Contract Terms Deliverables

Contract Terms Deliverables: Explained

Contract terms deliverables establish and track both contractual and noncontractual
commitments that must be fulfilled as part of negotiations and contractual agreements between
businesses and their partners. These deliverables can be used only in procurement contracts
and in negotiations. They cannot be used in enterprise contracts.

This topic provides an overview of:

 How you can use contract terms deliverables

 Creating and managing contract terms deliverables
 One-time and repeating deliverables
 Where you can create and use contract terms deliverables
 The different deliverable types
 Fixed and relative due dates
 Deliverable notifications

Using Contract Terms Deliverables

You can use contract terms deliverables:

 To communicate with your suppliers about deliverables they are responsible for.

When your employees create or update a deliverable in their procurement application that
change is automatically visible to suppliers accessing their Oracle Fusion Supplier Portal
and vice versa. The party responsible for the deliverable must be external and the
supplier contact must be defined as an external contact on the deliverable.

 To submit any required documents

A supplier required to produce an environmental compliance report, for example, can log
into their supplier portal, submit the report, and change the deliverable status to indicate
the they have fulfilled the obligation.

 As a repository of documents submitted in the negotiations

All documents you and the suppliers submit as attachments are stored in the deliverable
history and can be accessed from the deliverable itself.

 To track a deliverable from the initial stages of a negotiation to the signed contract
 The application can automatically copy the appropriate deliverables from the negotiation
document to the final contract.

 To automatically calculate deliverable due dates

You can set deliverable due date’s relative to contract events, for example, a week before
the contract is signed or comes into effect. The application automatically calculates the
actual date the deliverable is due. You can also create multiple instances of a deliverable
to track repeating deliverables, such as monthly reports.

 To automatically notify interested parties when the deliverable is due or overdue

You can set up the deliverable to automatically notify parties of an upcoming deadline or
when the deliverable is overdue.

Creating and Managing Contract Terms Deliverables

You create and manage the deliverables in two separate interfaces. You create the deliverables
while the contract is in negotiations. You manage the deliverables while the contract is active and
in the process of being executed. Here is how it works:

1. You create the deliverable as part of a contract terms template or in an individual contract
entering the responsible party, the deliverable deadlines, and what notifications you need.
2. If deliverables are present in a contract terms template you apply to a contract, then the
deliverables get copied to the contract automatically. The type of deliverables that are
applied automatically can vary based on the document type.
3. The application creates deliverable instances with the calculated deadlines based on your
setups at the time the contract becomes active. For instance, if you created a deliverable
that calls for the supplier to submit a report every week after the contract is signed, then
the application creates a separate instance of the deliverable for each week based on the
date the contract was signed.
4. You and the suppliers use the Manage Deliverables page to access and update each
deliverable instance. In the above example, each week the supplier updates the
deliverable instance that is due that week and attaches any collateral. Both internal
employees and suppliers logging into their supplier portals use the same interface to
communicate the deliverable progress and to attach required documents.
5. Based on your setups, the parties are automatically notified when the deliverable is due
or overdue, or when one of the parties changes its status (dashed lines).
6. The contractual deliverables you set up are listed in the printed contract terms when you
add the deliverable variable to a clause.
One-Time and Repeating Deliverables

You can create both one-time and repeating deliverables.

A one-time deliverable tracks the performance and deadlines for an individual required action
that must be performed by one of the parties in the contract.

A repeating deliverable tracks a deliverable that must be performed periodically, for instance a
progress report that must be submitted every week after the agreement is signed.

The following diagram uses an example to illustrate the two variable types:

 A one-time deliverable (Report 1) that the supplier must provide that is due one week
after the agreement is signed.
 A repeating deliverable (Report 2) that the supplier must provide weekly after the contract
is signed.

After the contract is signed, the application automatically creates the instances of the two
deliverables which can be viewed and updated both by the internal party and the supplier using
the Manage Contract Terms Deliverables task. The due dates for each deliverable in this
example are based on the date the contract was signed.
Note

Note that the name of each deliverable instance for a repeating deliverable is the same. The only
difference is the due date.

The supplier attaches the report file to the appropriate instance of the deliverable and changes its
status to complete to indicate that it has been fulfilled.

Where You Can Create and Use Contract Terms Deliverables

You can create contract terms deliverables both in buy-intent contract terms templates and in
individual Oracle Fusion Purchasing and Oracle Fusion Sourcing contracts.

For purchasing, you can create and use deliverables on documents which include:

 Blanket Purchase Agreement

  Contract Purchase Agreement
 Standard Purchase Order

For sourcing, the documents include:

 Auction
 Bid
 RFI
 RFI Response
 RFQ
 Sourcing Quote

Contract Terms Deliverable Types

Deliverable types restrict where a deliverable is available and where it can be printed. There are
three deliverable types:

Where
Fulfilment Type Available Description Where It Prints
Contractual Purchasing Deliverables that must be Prints in all documents:
Deliverables and sourcing fulfilled as part of the contract.  As part of the
Contract Terms
Template preview
 Procurement
contracts
 Sourcing documents

Negotiation Sourcing only Deliverables that are a part of Prints as part of:
Deliverables a negotiation document but are  As part of the
not part of the final contract. Contract Terms
Template preview
 Sourcing documents

Internal Purchasing Purchasing deliverables that Not printed as part of the

Purchasing only are used to track internal contract terms.
Deliverables schedules and commitments.
Note

If you create a deliverable as part of a contract terms template and that deliverable is of a type
that is not compatible with the contract where the template is applied, then the deliverable does
not get created in that contract. For instance, a negotiation deliverable in a template is dropped
when that template is applied to a purchase order but added when that same template is used for
an RFQ.

Fixed and Relative Due Dates

You can specify a deliverable to be due on a fixed date, such as the first of the month, or relative
to a contract event, such as one week after the contract is signed.

The available events include:

  The contract start and end dates
 The dates the negotiations are opened and closed
 The date the contract is signed
 The date you receive a response from the supplier

The available contract events differ depending on where you create the deliverable and the
deliverable type. For instance, for contractual deliverables you create in a contract terms
templates, you can base the due dates on: Contract Cancelled, Contract Closed, Contract
Signed, Contract Start Date, and Contract End Date. Negotiation deliverables can be based on:
Negotiation Closed, Negotiation Opened, and Response Received.

Deliverables Notifications

You can notify interested parties using Oracle BPEL Process Manager via e-mail, voice
message, instant messaging (IM), or short message service (SMS).

You can send automatic notifications:

 Prior to the due date

 When one of the parties changes the status of the deliverable
 When a deliverable is overdue
 When a deliverable needs to be escalated after the due date

Who receives the notification depends on a combination of the notification type and the party who
is responsible for the deliverable as listed in the following table. The requester is an internal
party. The external contact is a supplier contact.

Notification Type Responsible Party Recipients

Prior to due date Internal Internal Contact
Prior to due date External External Contact
Overdue Internal Requester, Internal Contact
Overdue External Requester, Internal Contact, External Contact
Status Change Internal Requester, Internal Contact
Status Change External Requester, Internal Contact, External Contact
Escalation Internal and External Requester, Internal Contact, Escalation Contact

Managing Contract Terms Deliverables: How It Works for Suppliers

Use the Manage Contract Terms Deliverables task to communicate the status of deliverables to
the purchasing department and to submit any required documents.

Contract terms deliverables are created by the buyer as part of the contract negotiations and are
listed in the contract terms. Each deliverable includes information about the due date and can
automatically notify you before it is due.
If a particular deliverable is due periodically, then the application creates separate instances for
each of the due dates. Such repeating deliverables share the same name but have different due
dates. For example, a safety report that is due every month after the contract is signed, results in
multiple instances of the same deliverable each with the appropriate due date.

The following diagram outlines how you use contract terms deliverables to communicate with the
buyer:

1. Before the due date or when you receive a notification, you log onto the supplier portal.
You can edit any deliverable in the Open or Rejected status.
2. You can add a comment to the deliverable and attach any required files and submit the
deliverable for buyer review.
3. They buyer reviews your submission and indicates if the deliverable is accepted.
4. If the buyer rejected the deliverable and it is in the Rejected status, then you can edit it
and submit it for approval again.
5. If the buyer rejects the deliverable and it is past due, the buyer changes the status to
Failed to Perform. You cannot edit deliverables with this status.
Buyer Role in Terms Deliverable Management

The buyer reviews the submission:

 If the buyer accepts your submission, the application sets the deliverable to the
Completed status.
 If the buyer rejects the deliverable and it is not yet overdue, the application sets it to the
Rejected status. If the rejected deliverable is overdue, then the buyer sets it to the Failed
to Perform status. The buyer can also cancel the deliverable or modify the due dates on
the deliverable by amending the contract.

Automatic Notifications
If you, the supplier, are the responsible party for the deliverable, then the buyer can set up
notifications that inform you automatically:

 Prior to the deliverable due date

 When one of the parties changes the status of the deliverable
 When a deliverable is overdue

Frequently Asked Questions for Contract Terms Deliverables

What's the difference between contract terms deliverables and contract deliverables?

Contract terms deliverables establish and track both contractual and noncontractual
commitments that must be fulfilled as part of negotiations and contractual agreements between
businesses and their partners. These deliverables can be used only in procurement contracts
and in negotiations. They cannot be used in enterprise contracts.

Contract deliverables are contract fulfilment lines that track contractual and noncontractual
commitments, but in procurement enterprise contracts. In addition, you can use contract
fulfilment to initiate and monitor purchasing activity in integrated procurement applications. For
example, you can use a contract fulfilment to create a purchase order in Oracle Fusion
Purchasing for items in a contract line and then monitor the purchasing activity on that purchase
order as it is being executed.

How can I change the due dates, notifications, and other contract terms deliverable
details?

You cannot change the due dates or other information while editing a contract terms deliverable
using the Manage Contract Terms Deliverables task because the contract was already
approved. Only buyers can make changes and only when the contract is being amended.

What does it mean to change the printing sequence for contract terms deliverables?

Contract terms deliverables can be listed by title in a clause in your terms and conditions. You
can change the sequence in which the titles appear on this list by modifying the print sequence.

Reclassified Billing Offset Balances: How They Are

Calculated

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Unbilled receivables and deferred revenue are not automatically cleared during regular
invoice and revenue processing. Periodically submit the Reclassify Billing Offset
Balances process to automatically create reclassification accounting transactions that net
the unbilled receivables and deferred revenue balances together into a single balance.
 Tip
Create an accounting transaction if you want to manually override the projected
reclassified amount or the reversal option on the reclassification accounting transaction
for a single contract line. The billing offset balances are reclassified when you save the
accounting transaction.

Settings That Affect Reclassified Billing Offset Balances

Select the business unit and accounting period that contain the balances you want to
reclassify. If you choose to generate a success report, the Reclassify Billing Offset
Balances output report will contain detail of the accounting transactions. Additional
criteria you can select are:

 Contract type
 Revenue method classification
 Contract number
 Contract line number

How Accounting Transactions for Reclassified Billing Offset Balances Are Calculated
Oracle Fusion Project Billing uses a formula to calculate the projected amount of an
accounting transaction for reclassified billing offset balances. This formula uses the
lesser value of either the inception-to-date (ITD) revenue amount or the ITD invoice
amount, and the period-to-date (PTD) reclassification amount. The formula is as follows:

Projected Accounting Transaction Amount = Lesser value of ITD Revenue Amount or

ITD Invoice Amount - PTD Reclassification Amount

Oracle Fusion Project Billing performs these steps when reclassifying billing offset
balances:

1. Create accounting transactions.

o Set the accounting type to Billing Offset Reclassification.
o Calculate the reclassification amounts.
2. Create reversal accounting transactions when the reversal option is selected.
o Set the accounting type to Billing Offset Reclassification Reversal.
o Change the accounting period to the next period, and set the accounting
date to the first day of that period.
o The reclassification amount is equal to the value of the billing offset
reclassification accounting transaction, multiplied by -1.
3. If the contract business unit is configured to transfer revenue to general ledger,
Oracle Fusion Project Billing creates accounting events.

Reclassified Billing Offset Balances Example

The following tables illustrate a scenario where existing revenue and invoice accounting
entries are reclassified.
Revenue Accounting Entry for Month 1

Entry Distribution Account Debit Credit

SLA1 RDL1 Unbilled Receivables 100

SLA1 RDL1 Revenue 100

Invoice Accounting Entry for Month 1

Entry Receivables Item Account Debit Credit

SLA2 AR1 Accounts Receivable 120

SLA2 AR1 Deferred Revenue 120

Reclassified Billing Offsets Accounting Entry for Month 1

Entry Accounting Account Debit Credit

SLA3 RCLS1 Deferred Revenue 100

SLA3 RCLS1 Unbilled Receivables 100

Reclassified Billing Offsets Reversal Accounting Entry for Month 2

Entry Accounting Account Debit Credit

SLA4 RCLSR1 Unbilled Receivables 100

SLA4 RCLSR1 Deferred Revenue 100

 Prerequisites for Setting Up Business Unit Options for Cross-Charge Transactions:
Explained

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Before you can set up the cross-charge options during business unit implementation to
enable cross-charge transactions within a business unit and between business units, you
must complete prerequisite setup steps.

Prerequisites for Creating Cross-Charge Transactions

You must define the following objects before you can create cross-charge transactions.

 Legal entities, including setting up accounting and associating the balancing

segment values to the legal entity.
 Business units with the project accounting business function.
 Organizations and organization hierarchies that share resources.
Note
If you use organization hierarchies, the application uses the project expenditure
organizationhierarchy, and the project and task owning organization hierarchy, to
determine the transfer price defined for the provider organization and receiver
organization combination.

Prerequisites for Borrowed and Lent Processing Method

You can implement the Borrowed and Lent processing method of creating cross-charge
transactions after defining the following objects.

 Transfer price rule and schedule

 Either a rate schedule or burden schedule, based on the transfer price rule

Prerequisites for Intercompany Billing Processing Method

For the Intercompany Billing processing method of creating cross-charge transactions,
set up at least one of the following schedules.

 Rate schedule
 Burden schedule
 Transfer price rule and schedule
 Project Business Unit Cross-Charge Options: Critical
Choices

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Oracle Fusion Projects provides two methods to process cross-charge transactions.

 Borrowed and Lent Accounting: Creates accounting entries that move an amount
equal to the transfer price between the provider and receiver organizations within
a legal entity. There is no formal internal invoice created with this method. Costs
or revenue are shared based on transfer price rules.
Use the Borrowed and Lent processing method to apply cross-charge transactions
within a business unit or between business units.
 Intercompany Billing: Enables the provider organization to present a formal invoice
based on the transfer price to the receiver organization and receive payment for
services rendered and materials supplied. You can use this processing method
between legal entities.
You must set up the contract business unit to use the Intercompany Billing
processing method.

This section describes the project business unit options for setting up cross-charge
transactions for sharing costs and revenue within and between business units in the
same legal entity.

Transfer Price Currency Conversion

Select the date type, either transaction date or project accounting date, and rate type that
the system uses by default to determine the conversion rate to convert the transfer price
amount from the transaction currency to the ledger currency.

Cross-Charge Transactions Within a Legal Entity

The method of creating cross-charge transactions can be different for transactions within
a business unit than the method used across business units. You can choose either the
Borrowed and Lent Processing method of creating cross-charge transactions, or specify
that no cross-charge transactions will be created.

The processing method that you specify for cross-charge transactions between business
units is the default method used between the provider business unit and any other
receiver business unit. You can override the default processing method for specific
receiver business units.

Note
If you delete the override of the default processing method for a specific receiver
business unit, you must manually adjust transactions to reflect the deleted controls.
Transfer
Price
Rules:
Critical
Choices

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Create rules to determine how transfer prices are calculated for cross-charge transactions that
require borrowed and lent processing or intercompany billing processing. Transfer price
calculation can be based on the raw cost, burdened cost, or revenue of the cross-charged
transaction.

To set up transfer price rules, you need to understand the following components:

 Transfer price rule attributes

 Transfer price determination logic

Transfer Price Rule Attributes

To create a transfer price rule, you specify the rule name and description, and define these
attributes:

 Type: Valid transfer price rule types are Labor and Nonlabor.
 Transfer Price Basis: The basis for transfer price calculation. Transfer price basis options
are:
o Raw cost
o Burdened cost
o External recognized revenue
 Calculation Method: Transfer price calculation methods are:
o Basis only: Use the transfer price with no further adjustments.
o Apply burden schedule: Specify the name of an existing burden schedule to apply
to the basis.
o Apply rate schedule: Specify the name of an existing rate schedule to apply to the
basis.
 Burden Schedule: The burden schedule to apply to the transfer price basis if the transfer
price calculation method is to apply a burden schedule. You can select any burden
schedule from any set.
 Rate Schedule: The rate schedule to apply to the transfer price basis if the transfer price
calculation method is to apply a rate schedule. You can select any rate schedule from any
set.
 Markup or Discount Percentage: A rate to apply to the transfer price amount that the rule
calculates.
Transfer Price Determination Logic
The following table lists the valid combinations of transfer price basis and calculation methods,
and the calculation logic used to determine transfer price amounts based on transfer price rules.

Transfer Price Calculation Transfer Price Transaction

Calculation Logic
Basis Method Currency
Raw cost with no multipliers Same as transaction currency of
Raw cost Basis only
applied expenditure item
Apply burden Burden multipliers are Same as transaction currency of
Raw cost
schedule applied to raw cost expenditure item
If the rate schedule has a
markup, the markup is
applied to raw cost
Apply rate
Raw cost Currency of the rate schedule
schedule
If the rate schedule has a
multiplier, the multiplier is
applied to the amount
Burdened cost with no Same as transaction currency of
Burdened cost Basis only
multipliers applied expenditure item
Apply burden Burden multipliers are Same as transaction currency of
Burdened cost
schedule applied to burdened cost expenditure item
Apply rate Rate multipliers are applied
Burdened cost Currency of the rate schedule
schedule to burdened cost
External Regular recognized revenue in
External recognized revenue
recognized Basis only ledger currency, which is an
with no multipliers applied
revenue attribute of the expenditure item
Assuming the custom project role name is XYZ , following is the workflow setup:

1. Go to BPM worklist via FSM task "Manage Task Configurations for Project Financial Management"
2. Open the BPM task "ApprovePlanVersion"
3. Click Edit
4. Open the rule set "BudgetForecastAMXRuleSet"
5. Remove the pre-defined rule that routes the notification to the PM role.
6. Add a new rule:

IF ProjectTeamMember.teamMemberRoleName is "XYZ"

THEN
Add Approver: Resource
List Builder: Resource
Response Type: Required
Users: ProjectTeamMember.teamMemberUserName
Optionally, name the rule.

7. Save the task.

8. Commit the task

How to setup Infolets in Fusion Applications ? (Doc ID 2118806.1)

Customizing Infolets In Accounts Or Other Objects (Doc ID 2060661.1)

Groovy Script - Conditional Validation on Required field (Doc ID 2006737.1)

PJB: Rates On The Invoice Lines For Transferred Invoices From Oracle Fusion Projects Billing
To Receivables (Doc ID 2043129.1)
Project Billing Invoice Approval Notification (Doc ID 2118543.1) To Bottom

In this Document

Goal

Solution

APPLIES TO:

Oracle Fusion Project Billing - Version 11.1.10.0.0 and later

Oracle Fusion Project Billing Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

GOAL

A.
Is there an option to change the Project Billing Invoice Approval Notification?
The information in the notification is very basic. It does give enough information for the approver
to make the decision.
While testing, I also noticed that the attachments I added on the draft invoice are not included in
the notification.Is this as intended or am I missing some configuration or setup?
What are the options to provide enough information to the approver without him having to log
into the system?

B.
When you use the preview button, you can have multiple templates.
Will all the templates be attached to the notification or will we be able to choose which one will
be sent?

SOLUTION

A.
In the next release coming out this year, we are delivering a new Project Manager Dashboard that
contains invoice-related analytics for a project and a new Manage Project Invoices page.
From here, Project Managers will be able to review contract invoices for a project, including
transaction details and estimated tax, and quickly decide whether to approve or reject each
invoice.
This alleviates the necessity of filling up Project Manager e-mail inboxes.

We are also delivering the Preview Invoice BIP report output pdf file as an attachment to the
Project Billing invoice approval e-mail notification, should e-mail notifications still be the desired
approach for invoice approvals.
You can customize the Preview Invoice BIP report to get any of the attributes we deliver in the
Preview Invoice BIP data model onto the output pdf file, or you could create a custom Preview
Invoice BIP data model to add whatever attributes you need.

Attaching other invoice attachments to the invoice approval e-mail notification is not on our
product backlog.

B.
Only the template with the Template Name 'Email Attachment Invoice Template' will be attached
to the invoice workflow approval email notification.
Note this is the Template Name not Template File Name.
You may choose to modify the template we provide or upload one of your own, but should ensure
that the template is named "Email Attachment Invoice Template".
 Project Billing: Tax Classification Code Not Populate In Project Invoice (Doc To
ID 2036531.1) Bottom

In this Document

Symptoms

Cause

Solution

References

APPLIES TO:

Oracle Fusion Tax - Version 11.1.9.2.0 to 11.1.9.2.0 [Release 1.0]

Information in this document applies to any platform.

SYMPTOMS

ISSUE

------------

1. Create tax regime, tax rate, tax status (AR)

2. Tied above to a Tax classification code
3. Assigned Tax classification code to a contract line
4. Generated an invoice for the contract line – but the tax code is not getting populating in the
PPM invoice. Hence when we transfer invoice to AR , tax not getting calculated.

CAUSE

This issue is caused because of incorrect tax setup. For PPM invoices, there should be a tax rule
defined as bill from instead of bill to, ship to or ship from.

When a project invoice is generated from a contracts, tax should be calculated during invoice
generation. If the tax is not calculated then the Transfer to Invoice to Receivables and Auto
Invoice process will not calculate tax on these invoices.
The source of the issue is with invoice generation. Tax is not getting calculated during invoice
generation and same is followed when the invoice is released and transferred to AR and Auto
Invoice.
SOLUTION

To implement the solution, please execute the following steps:

1. Navigate to Setup and Maintenance.

2. Search for Manage Tax Rule under all tasks.

3. Change the place of supply to Bill from

4. Retest the issue.

5. Migrate the solution as appropriate to other environments.

PJB: Generate Invoice Process Does Not Create Invoice When Bill-Through To
Date Is Blank (Doc ID 2253603.1) Bottom

In this Document

Goal

Solution

References

APPLIES TO:

Oracle Fusion Project Billing Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

GOAL

Qn1:On : 11.1.11.1.0 version, Manage Project Contracts-Manage Project Contract Billing

Generate Invoices process does not create invoice when Bill-Through Date is blank. Bill-Through
Date is not a mandatory field.

Qn2:When Generate Invoices process run without any from or to contract number, and also
without any contract number i.e. if the process is run open-ended, is it considered as being run for
a range of contracts? What logic will be used by the process for the Bill-Through Date in the
above described scenario?

SOLUTION

An1:Billing cycle determines the frequency and dates for invoicing contracts and contract lines.
You define the billing cycle that meets your business need and assign the billing cycle to a bill
plan. Oracle Fusion Project Billing generates invoices for contracts and contract lines on the dates
specified on the billing cycles assigned to the bill plan.

When the user runs Generate Invoice for a range of contracts, we exclude bill plans with a Next
Bill Through Date greater than the Bill Through Date the user specified as a parameter for the
current process. If the user leaves the Bill Through Date null, then today's date is used instead.
The Next Bill Through Date is derived from the maximum Bill Through Date as stamped on the
invoice distributions for that bill plan and the definition of the billing cycle.

For an example, if:

1. A billing cycle is defined as every 30 days.
2. The last time invoicing was generated for a range of contracts, the user specified a Bill Through
Date of April 15.
3. For a specific bill plan in that range of contracts, a transaction was invoiced.

Then, if:

1. This time, the user generated invoicing for a range of contracts with a Bill Through Date of
May 1.
2. Another transaction is otherwise eligible for invoicing for that same bill plan.

An invoice won't be generated, because 30 days have not elapsed since the previous Bill Through
Date. If the Bill Through Date had been May 20, which is greater than April 15 + 30 days, then an
invoice would have been generated.

Please refer product documentation for more details.

An2:Oracle Fusion Billing Development confirms that when none of the parameters are given, the
process will select and use the minimum contract number as the from contract number and the
maximum contract number as the to contract number and process all of them with a bill through
date as the system date. This is equivalent of EBS' generate invoices for a range of contracts.

Project Invoice Approval -

Access to approve or reject invoices is controlled by the Approve Project Contract Invoice
privilege. This privilege is assigned to the Project Billing Specialist Job role
(PJF_PROJECT_BILLING_SPECIALIST_JOB) and the Project Contract Invoice Management Duty
(PJB_PROJECT_CONTRACT_INVOICE_MANAGEMENT_DUTY). Assuming the creator of the
invoice has the Project Billing Specialist Job role, this is the current expected behavior.

There are two options for achieving this.

1) Navigate to 'Manage Job Roles' task and create a custom role as a copy of the Project
Billing Specialist role.
 - for the custom role, remove the inherited privilege "'Approve Project Contract
Invoice".

- run 'Run User and Roles Synchronization Process' .

2) A second option in case a custom role cannot be created (is not approved), will be to
personalize the Invoice Overview page on tab 'Submitted Invoices' in order to remove
the Approve/Reject buttons.

18C: How To Create Deep Links For Project Overview and Point to Details of Selected
Project ? (Doc ID 2472283.1)

https://ehec.fa.em2.oraclecloud.com/fscmUI/faces/deeplink?objType=PROJECT&objKey=ProjectI
d={PROJECT_ID}&action=OVERVIEW