BPM Configurations:-

1) Project Status Changes

Task Name: ProjectStatusNotificationApproval

Rule Set Updated:

1) Single Participant1

2) Budget approval Changes

Task Name: ApprovePlanVersion

Rule Set Updated:

1) BudgetForecastAMXRuleSet

3) Invoice Approvals

Task Name: InvoiceApprovalHumantask

Rule Sets Updated are:-

1) Updated the actual approval in the parallel rule set.

2) Updated the Single rule set with the dummy rule with no approval details
setting as Null.

3) Updated the Serial rule set by deleting the standard rule.

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Person Details:-
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To get resource column under person details, person should have application
implementation consultant role.

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Project Asset should be same as the asset which is in FA already:-

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Requirement:- Assets are already in the FA and we need to create the project assets
with the same number as in FA.

Solution:-

1. Create Project (with a project type with option “as merged

additions” for supplier invoices)
 2. Create Asset in Projects to mimic the existing asset in FA
(do not put anything in asset number box)
3. Create a penny transaction invoice
4. Import into Projects
5. Place asset in service
6. Generate asset lines
7. Transfer to FA
8. In FA, the mass additions queue will have the penny
addition
9. Click on the mass addition and click add to asset
10. Find existing asset
11. Post mass addition
12. Run Process “Send Asset Info to Projects”
13. Go into the Project and you will see that the existing
asset number has been generated on the project
14. Every cost to that Project Asset will from that point
forward come through as a merged mass addition to the existing asset and will
automatically add to the existing asset
15. All you need to do from then on in FA is post

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Spread Curves:-
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Spread Curves distribute quantity, cost and revenue amounts automatically accross
accounting or project accounting periods.

We assign the spread curves to resource classes.

Planning resources (in the RBS) will inherit the spread curve settings from the
resource class.

We can also change the spread curve for the planning resource.

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Revenue First:-
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Revenue:-
Unbilled Receivables Dr
Revenue Cr

Invoice:- Unbilled Receivables Cr

Receivables Dr

Invoice First:-
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Invoice: Receivables Dr
Unearned Revenue Cr
Revenue: Unearned Revenue Dr
Revenue Cr

Fusion:-

Revenue First:-
---------------

Revenue:-
Unbilled Receivables Dr
Revenue Cr

Invoice:-
Deferred Revenue Cr
Receivables Dr

Invoice First:-
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Invoice:-
Receivables Dr
Deferred Revenue Cr

Revenue:- ???????????????????

Billing Offset:- Why we need this?

Deferred Revenue Dr
Unbilled Receivables Cr

1) Unbilled receivables and Deferred revenue are not automatically cleared during
regular invoice and revenue processing.
2) So we need to submi the create Acounting Transactions periodically to
automatically create reclassification accounting transactions
that net unbilled receivables and deferred revenue balances together into a
single balance.