This chapter covers the following topics:
You can use the Project Manufacturing Inquiry to analyze Oracle Projects and Oracle Project Manufacturing data. You can access the project or project and task details from the two options respectively. You can also access the selected transactional details. This inquiry provides you with access to all project information.
In the Project Manufacturing Inquiry, you can search for a project using project number, project name, or project description. You can then access the details for a project from the list of projects that matched your search criteria. The following information is provided for each project: project number, project name, project description, project type, start date, project status, end date, category, and organization name.
In the Project Details page, you can view the project information and drill down to review additional details for the project including budgets, expenditures, project status, RFQ, quotation, requisitions, purchase orders, blanket POs, manufacturing plans, WIP jobs, onhand balances, sales orders, onhand values, and flow schedules. All inquiries in the Project Details page display the project header information and includes project number, project name, project description, project type, start date, project status, end date, category, and organization name.
In the Task Details page, you can view the task information and then drill down to review details for your project or project and task. Available details include RFQs, quotations, requisitions, purchase orders, blanket POs, manufacturing plans, WIP jobs, onhand balances, sales orders, onhand values, and line schedules. All inquiries in the Task Details page display the task header information including project number, project name, project description, task number, task name, manager, task start date, and task end date.
This section discusses the prerequisites required as well as how to use Project Manufacturing Inquiry to view project details.
Items are based on Profiles defined in Oracle Projects because of the many-to-many relationship of Budget Types to Budget Amounts. Before you can use the Project Manufacturing Inquiry, the following profile names must be defined in the System Administrator responsibility at the Site level:
PA: Reporting Budget 1 (Cost) (Default: Approved Cost Budget)
PA: Reporting Budget 2 (Cost) (Default: Forecasted Cost Budget)
PA: Reporting Budget 3 (Revenue) (Default: Approved Revenue Budget)
PA: Reporting Budget 4 (Revenue) (Default: Forecasted Revenue Budget)
For more information on the profile options, see Oracle Projects User's Guide.
Select one of the following methods:
Navigate to the Project Manufacturing Inquiry from the Navigator menu in Oracle Applications.
Use the web browser through the self service applications.
If you enter through the web browser you need to provide a username and password to log into the system. Then select the Project Manufacturing Inquiry option.
Select the mode desired.
Project Inquiry (with Projects)
With this mode, you can drill down to all Oracle Projects and Oracle Project Manufacturing information for a particular project.
Project Inquiry (without Projects)
With this mode, you can drill down to all Oracle Project Manufacturing information for a particular Seiban number.
Project Inquiry (Projects only)
With this mode, you can drill down to all Oracle Projects and procurement information for a particular project. This mode is designed specifically for Project inquiry without Project Manufacturing.
Select the search criteria. The following search criteria are available by default for each mode.
Project Inquiry (Projects only)
Project Number
Project Name
Project Description
Manager Name
Project Status
PM Product
PM Project Reference
Project Organization Name
Project Type
Project Inquiry (with Projects)
Project Number
Project Name
Project Description
Manager Name
Project Status
PM Product
PM Project Reference
Project Organization Name
Project Inquiry (without Projects)
Project Number
Project Name
Operating Unit
Once you have selected a project from the list of projects that matched your search criteria you can drill down for details.
By default, the following information is provided for each project: project number, project name, start date, completion date, manager name, project status, project organization name, project type, PTD revenue, PTD cost, PTD margin, YTD revenue, cost, YTD margin, YTD margin percentage, YTD revenue, YTD cost, YTD margin, YTD margin percentage, total revenue budget, backlog, backlog percentage, commitments, total cost.
The calculations for the displayed columns are as follows:
PTD Margin = PTD Revenue - PTD Burdened Cost
PTD Margin% = PTD Margin/ PTD Revenue
ITD Margin = ITD Revenue - ITD Burdened Cost
ITD Margin% = ITD Margin / ITD Revenue
YTD Margin = YTD Revenue - YTD Burdened Cost
YTD Margin% = YTD Margin/ YTD Revenue
Backlog = Primary Budgeted Revenue Amount - ITD Revenue (if ITD revenue is > Primary Budgeted revenue amount then backlog = 0)
Backlog% = Backlog / Primary Budgeted Revenue Amount
Total Cost = Total Cost ITD + Committed Burden Amount
Each business can select columns to be shown in the Project Manufacturing Inquiry by changing the display mode for the column in the PJM_PROJECT_PRJ_SUMMARY_V. Please refer to the Project Manufacturing TRM for the complete listing and additional details.
Note: The formula for calculating the project margin is based on burdened cost, not cost of goods sold. If your project incurs cost for which you have not yet recognized revenue, the margin calculation is incorrect. For example, if you have a project to manufacture items which require a year to build and you plan to recognize revenue on a percentage completion basis as cost is incurred, the margin calculation for this project is correct. If, however, you plan to recognize revenue at the time of shipment, your project incurs cost and no revenue for eleven months. The margin for this project is a negative number, which is incorrect. We recommend that you do not use this column for project manufacturing projects.
In the Project Details page, you can view the project information and you can then view additional details for the project including expenditures, commitments, RFQ, quotation, requisitions, purchase orders, and blanket POs. You can also view task details by selecting a task number in the task summary which includes a list of valid tasks for a project. The task summary contains details on the task number, task name, description, manager, start date and end date. All inquiries in the project Details pagedisplay the project header information and includes project number, project name, project description, project type, start date, project status, end date, category, and organization name.
In the Task Details page, you can view the task information and then view details for your project/task including RFQ, quotation, requisitions, purchase orders, and blanket POs. All inquiries in the Project Details page display the task header information including project number, project name, project description, task number, task name, manager, task start date, and task end date.
By default, the following information is provided for each: project number, project name, start date, completion date, manager name, project status, project organization name, project type, PTD revenue, PTD cost, PTD margin, YTD revenue, cost, YTD margin, YTD margin percentage, YTD revenue, YTD cost, YTD margin, YTD margin percentage, total revenue budget, backlog, backlog percentage, commitments, total cost.
The calculations for the displayed columns are as follows:
PTD Margin = PTD Revenue - PTD Burdened Cost
PTD Margin% = PTD Margin/ PTD Revenue
ITD Margin = ITD Revenue - ITD Burdened Cost
ITD Margin% = ITD Margin / ITD Revenue
YTD Margin = YTD Revenue - YTD Burdened Cost
YTD Margin% = YTD Margin/ YTD Revenue
Backlog = Primary Budgeted Revenue Amount - ITD Revenue (if ITD revenue is > Primary Budgeted revenue amount then backlog = 0)
Backlog% = Backlog / Primary Budgeted Revenue Amount
Total Cost = Total Cost ITD + Committed Burden Amount
Note: Each business can select columns to be shown in the Project Manufacturing Inquiry by changing the display mode for the column in the PJM_PROJECT_PRJ_SUMMARY_V. Please refer to the Project Manufacturing TRM for the complete listing and additional details.
In the Project Details page, you can view the project information and you can view additional details for the project including expenditures, commitments, RFQs, quotations, requisitions, purchase orders, blanket POs, manufacturing plans, WIP-jobs, onhand balances, sales orders, onhand values, line schedules, and cost activities.
You can also access the task details by selecting a task number in the task summary which includes a list of valid tasks for a project. The task summary contains details on the task number, task name, description, manager, start date and end date. All inquiries in the project kiosk display the project header information and includes project number, project name, project description, project type, start date, project status, end date, category, and organization name.
In the Task Details page, you can view the task information and then drill down to review details for your project/task including RFQ, quotation, requisitions, purchase orders, blanket POs, manufacturing plans, WIP jobs, onhand balances, sales orders, and line schedules. All inquiries in the Task Details page display the task header information including project number, project name, project description, task number, task name, manager, task start date, and task end date.
The following information is provided for each project in the Project Manufacturing Inquiry: project number, project name, operating unit.
In the Seiban Numbers Details page, you can view the project information and you can then review additional details for the project including RFQ, quotation, requisitions, purchase orders, blanket POs, manufacturing plans, WIP jobs, onhand balances, sales orders, onhand values, and line schedules. All inquiries in the Seiban Numbers Details page display the project header information and includes project number, project name, project description, project type, start date, project status, end date, category, and organization name.
The following paragraphs list the column details for each drilldown for a project or task in the Project Manufacturing Inquiry.
Select the Expenditures button in the Project Details page, and click Go.
The following information is displayed: task number, expenditure type, expenditure category, revenue category code, expenditure organization, item date, quantity, burdened cost, accrued revenue, bill amount, non labor resource, non labor resource organization, UOM, employee name employee number, job name, and supplier name.
Select the Commitments button in the Project Details page for the selected project.
The following information is displayed: task number, task name, commitment number, commitment line number, expenditure type, expenditure organization, commitment date, quantity, UOM, commitment amount, burdened cost, commitment type, requester, buyer, need by date, promised date, approved, approved date, description, supplier, transaction source, denom currency code, denom raw cost, denom burdened cost, acct currency code, acct raw cost, acct burdened cost, acct rate date, acct rate type, acct exchange rate, receipt currency code, receipt currency amt, receipt exchange rate, project currency code, project rate date, project rate type, project exchange rate, commitment rejection code.
This section describes how to view Purchase Order information
Select the Purchase Orders button on the Project/Task/Seiban Numbers Details page.
The purchase order summary includes the following information for each project purchase order: document type, revision number, revised date, order date, status, supplier, supplier site, ship-to location, currency, amount, ship via, freight term, FOB, buyer, bill-to location, payment term, item number, item description, end item model/unit number.
Select a purchase order to view line, receipt, and invoice details.
Select the purchase order in the Project PO window.
For each project purchase order, you can view the following details: item number, supplier item number, description, price, quantity ordered, quantity received, quantity invoiced, ship-to location, status, UOM, and promise date.
Select the appropriate button in the purchase order detail window to view the receipt or invoices for the purchase order. See: Oracle Internet Procurement User's Guide
Select the Invoices button in the purchase order detail window.
The following information is displayed: invoice number, invoice date, due date, amount due, payment number, and payment status. You can choose a specific invoice to drill to the invoice summary window. The information displayed includes: invoice number, date, due date, currency, gross amount, amount due, discount date, available discount, PO number, payment number, and description. You can review receipts for this purchase order by selecting the receipts button in the invoice window.
Select the Receipt button in the purchase order detail window.
The following information is displayed for each receipt transaction: receipt number, receipt date, PO number, item number, description, supplier item number, supplier, quantity received, UOM, packing slip, and supplier lot.
You can view matched invoices for the purchase order by selecting the invoices button in the PO receipt transaction window.
Select the Requisitions button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: requisition number, creation date, description, type, approval status, approver, closed flag, cancelled flag, preparer, currency, total, item number, item description, and end item model/unit number.
Select the Attachments button to view any existing attachments for the project requisition.
You can also view the line and distribution level details for each requisition in the Project Manufacturing Inquiry.
Select the quotations button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: quotation number, quotation type, quotation class, quotation status, Request For Quotation (RFQ) number, effective date, expiration date, supplier and buyer.
Select the RFQ button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: RFQ number, status, buyer, reply date, and close date.
Choose the desired options to access and view the details for each RFQ.
Select the blanket POs button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: PO number, release number, document type, revision number, revised date, order date, printed date, status, closure status, supplier, supplier contact, supplier site, ship-to, ship via, freight terms, FOB, buyer, bill-to, payment terms, currency, amount, item number, item description, and end item model/unit number.
Select the manufacturing plans button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: plan name, plan description, plan type code, organization name, start date, completion date, and plan horizon.
Select a plan name to view additional details for each plan.
Select the WIP jobs button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: job name. job description, job class, job status, assembly, assembly description, end item model/unit number, start date, completion date, start quantity, primary UOM, quantity completed, quantity remaining, quantity scrapped, and bom revision.
Choose the desired details for operations and components for each WIP job by selecting the appropriate buttons in this window.
Select the Components button in the project WIP jobs window for a job.
The following information is displayed: item, description, primary UOM, inventory asset flag, location control code, restrict subinventories, restrict locators, operation sequence number, department, WIP supply type, date required, required quantity, quantity issued, quantity open, quantity per assembly, comments, supply subinventory, locator, MRP net flag, MPS required quantity, MPS date required, routing exists flag, first unit start date, first unit completion date, and last unit completion date.
Select the operations button in the project WIP jobs window for a job.
The following information is displayed: operation sequence number, operation code, department code, description, scheduled quantity, quantity in queue, quantity running, quantity waiting to move, quantity rejected, quantity scrapped, quantity completed, first unit start date, first unit completion date, last unit start date, last unit completion date, previous operation sequence number, next operation sequence number, count point, autocharge, backflush, minimum transfer quantity, date last moved.
Select the components button to view the list of components at the selected operation.
The information displayed includes item, description, primary UOM, inventory asset flag, location control code, restrict subinventories, restrict locators, operation sequence number, department, WIP supply type, date required, required quantity, quantity issued, quantity open, quantity per assembly, comments, supply subinventory, locator, MRP net flag, MPS required quantity, MPS date required, routing exists flag, first unit start date, first unit completion date, and last unit completion date.
Select the onhand balances button for your project in the Project/Task/Seiban Numbers Details page.
Onhand balances are displayed by organization, by item, by subinventory and by locator for each project. The following information is displayed: organization name, item, item description, subinventory, locator, primary UOM, and total onhand quantity.
Select the Sales Orders button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: order number, PO number, order category, order type, freight terms, payment terms, customer number, customer name, order date, request date, cancelled flag, ship to location, ship method, ship priority, allow partial ship, bill to location, order amount, order currency, tax exempt, item number, item description, and end item model/unit number.
You can access the line and shipment details for each sales order.
Select the onhand values button in the Project/Task/Seiban Numbers Details page.
Onhand values are displayed based on item, organization and cost group. The following information is displayed: item number, organization name, cost group, cost group description, quantity onhand, unit cost, extended inventory value, extended material value, extended material overhead value, extended resource value, extended outside processing value, and extended overhead value.
Extended value is calculated as follows:
extended inventory value = quantity onhand * unit cost
You can see the extended value of each of the cost elements as extended material value, extended material overhead value, extended resource value, extended outside processing value, and extended overhead value.
You can access the cost history details by selecting the item in the onhand balances window. In the cost history window, you can view the following details: transaction costed date, transaction date, prior costed quantity, primary quantity, new quantity, transaction type, actual cost, actual material, actual material overhead, actual resource, actual overhead, prior cost, prior material, prior material overhead, prior resource, prior overhead, new cost, new material, new material overhead, new resource, new overhead, change.
Select the line schedules button in the Project/Task/Seiban Numbers Details page.
The following information is displayed: line, planned quantity, quantity completed, variance quantity.
Select the line to view the item information which includes line, item number, planned quantity, quantity completed, variance quantity.
You can view the schedule details, daily and weekly line schedules for each line in the schedule items window.
Select the detail button for the selected line schedule.
The following information is displayed: line, project number, task number, source, schedule number, item number, start date, completion date, planned quantity, quantity completed, and variance quantity.
Select the daily button for the selected line schedule.
The following information is displayed: line, item number, scheduled date, planned quantity, quantity completed, and variance quantity.
Select the weekly button for the selected line schedule.
The following information is displayed: line, item number, scheduled date, planned quantity, quantity completed, and variance quantity.
You can use OA personalization to customize the columns displayed on the Project Manufacturing Inquiry. You can change/customize column prompts and display sequences also.
PJM Inquiry utilizes the views which were designed for Oracle Projects Discoverer Workbooks. All amount columns are from the PA_RPT_PRJ_SUMMARY view. Project attributes are from the PA_PROJECTS_ALL table.
All amounts are based on the current Projects reporting period. Although this period is not shown on the PJM Inquiry, the amounts are based on the most recent summarization of the current reporting period.
Note that the Expenditure Drill may not match the project summary amounts due to the fact that the Expenditure Drill contains all expenditure items, including those that may not be summarized.