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Types of Expenditure Item Adjustments

Two factors control whether you can perform adjustments on expenditure items:

You can perform the following types of adjustments on expenditure items. With noted exceptions, you make the adjustments using the Expenditure Inquiry window Special menu. See: Adjusting Expenditure Items.

Except where noted, you use the same Special menu items to adjust project invoice lines. See: Adjusting Project Invoices.

See Also

Project Statuses

Transaction Sources

Correct Approved Expenditure Item

You can correct the date, expenditure type, project, task, and amount of an approved expenditure item using the Pre-Approved Expenditure Entry windows. (You cannot correct these items using the Expenditure Inquiry window.) You make the corrections by reversing the original item and then creating a new item using the correct information.

You can also change the project and task assignment of an expenditure item by using the Transfer adjustment action.

You cannot correct the amount, date, expenditure type, or supplier of supplier invoice items in Oracle Projects. You must correct these attributes of supplier invoice item in Oracle Payables.

You must correct expenditure items imported from Oracle Inventory or Oracle Manufacturing in their respective systems. You cannot reverse or correct expenditure items from these applications in Oracle Projects.

Billable to Non-Billable or Non-Billable to Billable

You can mark a billable expenditure item as non-billable, or a non-billable item as billable. A non-billable item does not accrue revenue and is not invoiced. A billable item accrues revenue and can be invoiced.

You may want to check the setup of the billable status of your project to reduce the number of items you need to adjust for billable classification. You can define tasks as billable or non-billable; you can further specify which items are non-billable using transaction controls. See: Transaction Controls.

Capitalizable to Non-Capitalizable or Non-Capitalizable to Capitalizable

You can mark a capitalizable expenditure item as non-capitalizable, or vice versa. A capitalizable item can be grouped into an asset line you send to Oracle Assets. A non-capitalizable item cannot become an asset cost in Oracle Assets.

You can define tasks as capitalizable or non-capitalizable; you can further specify which items are non-capitalizable using transaction controls. See: Transaction Controls.

Billing Hold

You can place an expenditure item on billing hold. An item on billing hold is not included on an invoice until you release the billing hold on the item.

One-Time Hold

You can place an expenditure item on one-time billing hold. An item on one-time billing hold is not billed on the current invoice but is eligible for billing on the next invoice. The one-time billing hold is released when you release the current invoice.

Release Hold

If you have placed an expenditure item on billing hold, you use the release hold to take it off hold so the item can be billed.

Recalculate Burden Cost

You can recalculate burden cost of an expenditure item if you find that the burdened cost amount is incorrect. To produce correct recalculation results, you must correct the source of the problem before adjusting the items.

Note: You cannot recalculate burden cost of an invoice line.

Recalculate Raw Cost

You can recalculate raw cost of an expenditure item if you find that the raw cost amount is incorrect. To produce correct recalculation results, you must correct the source of the problem before adjusting the item.

You cannot recalculate raw cost on expenditure items that were imported through Transaction Import as costed items.

Note: You cannot recalculate raw cost of an invoice line.

Recalculate Revenue

You can recalculate revenue if you find that:

You should correct the source of the problem before adjusting the items.

Recalculate Cost/Revenue

You can recalculate cost and revenue if you find that:

You should correct the source of the problem before adjusting the items.

If you recalculate cost, the revenue is automatically adjusted to ensure that revenue that is based on the cost (with markup or labor multipliers) is adjusted when the cost is adjusted.

Change Comment

You can edit the expenditure comment of an item. You can use this adjustment to make the expenditure comment clearer if you are including the comment on an invoice backup report.

Split

You can split an item into two items so that you can process the two resulting split items differently.

For example, you may have an item for 10 hours, of which you want 6 hours to be billable and 4 hours to be non-billable. You would split the item of 10 hours into two items of 6 hours and 4 hours, marking the 6 hours to be billable and 4 hours to be non-billable.

The resulting split items are charged to the same project and task as the original item.

Transfer

You can transfer an item from one project and task to another project and task, when an item is charged to the incorrect project and task.

Oracle Projects provides security as to which employees can transfer items between projects. Cross-project users can transfer to all projects. Key members can transfer to projects to which they are assigned. See: Project-Based Security in Oracle Projects.

Oracle Projects performs a standard validation on all transferred items. For a description of the standard validation process and resulting rejection reasons, see: Expenditure Item Validation. Oracle Projects also ensures that you only transfer items which pass the charge controls of the project and task to which you are transferring. If the item(s) you are transferring do not pass the new project and task's charge controls, you cannot transfer the item(s). See: Transaction Controls.

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