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Account Generator
A feature that uses Oracle Workflow to provide various Oracle Applications with the ability to construct Accounting Flexfield combinations automatically using custom construction criteria. You define a group of steps that determine how to fill in your Accounting Flexfield segments. You can define additional processes and/or modify the default process(es), depending on the application. See also activity, function, item type, lookup type, node, process, protection level, result type, transition, Workflow Engine
accrue through date
The date through which you want to accrue revenue for a project. Oracle Projects picks up expenditure items having an expenditure item date on or before this date, and events having a completion date on or before this date, when accruing revenue. An exception to this rule are projects that use cost-to-cost revenue accrual; in this case, the accrue through date used is the PA Date of the expenditure item's cost distribution lines.
An obsolete term. See also summarization.
An Oracle Workflow unit of work performed during a business process. See also activity attribute, function activity
activity attribute
A parameter for an Oracle Workflow function activity that controls how the function activity operates. You define an activity attribute by displaying the activity's Attributes properties page in the Activities window of Oracle Workflow Builder. You assign a value to an activity attribute by displaying the activity node's Attribute Values properties page in the Process window.
ad hoc
Concerned with or formed for a particular purpose. For example, ad hoc tax codes or an ad hoc database query.
An amount of money prepaid in anticipation of receipt of goods, services, obligations or expenditures.
In Oracle Payables, an advance is a prepayment paid to an employee. You can apply an advance to an employee expense report during expense report entry, once you fully pay the advance.
A contract with a customer that serves as the basis for work authorization. An agreement may represent a legally binding contract, such as a purchase order, or a verbal authorization. An agreement sets the terms of payment for invoices generated against the agreement, and affects whether there are limits to the amount of revenue you can accrue or bill against the agreement. An agreement can fund the work of one or more projects.
agreement type
An implementation-defined classification of agreements. Typical agreement types include purchase order and service agreement.
approved date
The date on which an invoice is approved.
An object of value owned by a corporation or business. Assets are entered Oracle Projects as non-labor resources. See non-labor resource.
See activity attribute, item type attribute
A feature used by Oracle Projects to automatically determine the account coding for an accounting transaction based on the project, task, employee, and expenditure information.
AutoAccounting function
A group of related AutoAccounting transactions. There is at least one AutoAccounting function for each Oracle Projects process that uses AutoAccounting. AutoAccounting functions are predefined by Oracle Projects.
AutoAccounting Lookup Set
An implementation-defined list of intermediate values and corresponding Accounting Flexfield segment values. AutoAccounting lookup sets are used to translate intermediate values such as organization names into account codes.
AutoAccounting parameter
A variable that is passed into AutoAccounting. AutoAccounting parameters are used by AutoAccounting to determine account codings. Example AutoAccounting parameters available for an expenditure item are the expenditure type and project organization. AutoAccounting parameters are predefined by Oracle Projects.
AutoAccounting Rule
An implementation-defined formula for deriving Accounting Flexfield segment values. AutoAccounting rules may use a combination of AutoAccounting parameters, AutoAccounting lookup sets, SQL statements, and constants to determine segment values.
AutoAccounting Transaction
A repository of the account coding rules needed to create one accounting transaction. For each accounting transaction created by Oracle Projects, the necessary AutoAccounting rules are held in a corresponding AutoAccounting Transaction. AutoAccounting transactions are predefined by Oracle Projects.
A program that imports invoices, credit memos, and on account credits from other systems to Oracle Receivables.
automatic event
An event with an event type classification of Automatic. Billing extensions create automatic events to account for the revenue and invoice amounts calculated by the billing extensions.
A feature specific to flexfields where Oracle Applications automatically moves your cursor to the next segment as soon as you enter a valid value into a current flexfield segment. You can turn this feature on or off with the user profile option Flexfields:AutoSkip.


baseline budget
The authorized budget for a project or task which is used for performance reporting and revenue calculation.
batch source
A source you define in Oracle Receivables to identify where your invoicing activity originates. The batch source also controls invoice defaults and invoice numbering. Also known as transaction batch sources.
bill rate
A rate per unit at which an item accrues revenue and/or is invoiced for time and material projects. Employees, jobs, expenditure types, and non-labor resources can have bill rates.
bill rate schedule
A set of standard bill rates that maintains the rates and percentage markups over cost that you charge clients for your labor and non-labor expenditures.
bill site
The customer address to which project invoices are sent.
bill through date
The date through which you want to invoice a project. Oracle Projects picks up revenue distributed expenditure items having an expenditure item date on or before this date, and events having a completion date on or before this date, when generating an invoice.
The functions of revenue accrual and invoicing.
billing cycle
The billing period for a project. Examples of billing cycles you can define are: a set number of days, the same day each week or month, or the project completion date. You can optionally use a client extension to define a billing cycle.
billing title
See Employee Billing Title, Job Billing Title.
Borrowed and Lent revenue
A revenue entry that is created to record when an employee works on a project that is managed by a different organization than the expenditure organization. This revenue entry is created to separately track project organization revenue versus employee organization revenue.
See also budget line,
budget line
Estimated cost, revenue, labor hours, or other quantity for a project or task categorized by a resource.
burden cost code
An implementation-defined classification of overhead costs. A burden cost code represents the type of burden cost you want to apply to raw cost. For example, you can define a burden cost code of G&A to burden specific types of raw costs with General and Administrative overhead costs.
burden costs
Burden costs are legitimate costs of doing business that support raw costs and cannot be directly attributed to work performed. Examples of burden costs are fringe benefits, office space, and general and administrative costs.
burden multiplier
A numeric multiplier associated with an organization for burden schedule revisions, or with burden cost codes for projects or tasks. This multiplier is applied to raw cost to calculate burden cost amounts. For example, you can assign a multiplier of 95% to the burden cost code of Overhead
burden schedule
An implementation-defined set of burden multipliers that is maintained for use across projects. Also referred to as a standard burden schedule. You may define one or more schedules for different purposes of costing, revenue accrual, and invoicing. Oracle Projects applies the burden multipliers to the raw cost amount of an expenditure item to derive an amount; this amount may be the total cost, revenue amount, or bill amount. You can override burden schedules by entering negotiated rates at the project and task level. See also Firm Schedule, Provisional Schedule, Burden Schedule Revision, Burden Schedule Overrides.
burden schedule override
A schedule of negotiated burden multipliers for projects and tasks that overrides the schedule you defined during implementation.
burden schedule revision
A revision of a set of burden multipliers. A schedule can be made of many revisions.
burden structure
A burden structure determines how cost bases are grouped and what types of burden costs are applied to the cost bases. A burden structure defines relationships between cost bases and burden cost codes and between cost bases and expenditure types.
burdened cost
The cost of an expenditure item, including raw cost and burden costs.
business group
The highest level of organization and the largest grouping of employees across which a company can report. A business group can correspond to an entire company, or to a specific division within the company. Each installation of Oracle Projects uses one business group with one hierarchy.


capital project
A project in which you build one or more depreciable fixed assets.
chargeable project
For each expenditure, a project to which the expenditure can be charged or transferred.
class category
An implementation-defined category for classifying projects. For example, if you want to know the market sector to which a project belongs, you can define a class category with a name such as Market Sector. Each class category has a set of values (class codes) that can be chosen for a project. See class code
class code
An implementation-defined value within a class category that can be used to classify a project. See class category.
comment alias
A user-defined name for a frequently used line of comment text, which can be used to facilitate online entry of timecards and expense reports.
compensation rule
An implementation-defined name for an employee compensation method. Also known as pay type. Typical compensation rules include Hourly and Exempt.
complete matching
A condition where the invoice quantity matches the quantity originally ordered, and you approve the entire quantity. See also matching, partial matching.
A customer representative who is involved with a project. For example, a contact can be a billing contact, the customer representative who receives project invoices.
contact type
An implementation-defined classification of project contacts according to their role in the project. Typical contact types are Billing and Shipping.
context field prompt
A question or prompt to which a user enters a response, called a context field value. When Oracle Applications displays a descriptive flexfield pop-up window, it displays your context field prompt after it displays any global segments you have defined. Each descriptive flexfield can have up to one context prompt.
context field value
A response to your context field prompt. Your response is composed of a series of characters and a description. The response and description together provide a unique value for your context prompt, such as 1500, Journal Batch ID, or 2000, Budget Formula Batch ID. The context field value determines which additional descriptive flexfield segments appear.
context response
See context field value.
context segment value
A response to your context-sensitive segment. The response is composed of a series of characters and a description. The response and description together provide a unique value for your context-sensitive segment, such as Redwood Shores, Oracle Corporation Headquarters, or Minneapolis, Merrill Aviation's Hub.
context-sensitive segment
A descriptive flexfield segment that appears in a second pop-up window when you enter a response to your context field prompt. For each context response, you can define multiple context segments, and you control the sequence of the context segments in the second pop-up window. Each context-sensitive segment typically prompts you for one item of information related to your context response.
contract project
A project for which you can generate revenue and invoices. Typical contract project types include Time and Materials and Fixed Price. Formerly known as a direct project.
cost base
A cost base refers to the grouping of raw costs to which burden costs are applied. Examples of cost bases are Labor and Materials.
cost budget
The estimated cost amounts at completion of a project. Cost budget amounts can be summary or detail, and can be burdened or unburdened.
cost burden schedule
A burden schedule used for costing to derive the total cost amount. You assign the cost burden schedule to a project type that is burdened; this default cost burden schedule defaults to projects that use the project type; and then from the project to the tasks below the project. You may override the cost burden schedule for a project or a task if you have defined the project type option to allow overrides of the cost burden schedule.
cost distribution
The act of calculating the cost and determining the cost accounting for an expenditure item.
cost rate
The monetary cost per unit of an employee, expenditure type, or resource.
A revenue accrual method that calculates project revenue as budgeted revenue multiplied by the ratio of actual cost to budgeted cost. Also known as percentage of completion method or percentage spent method.
credit memo
A document that partially or fully reverses an original invoice.
credit receiver
A person receiving credit for project or task revenue. One project or task may have many credit receivers for one or many credit types.
credit type
An implementation-defined classification of the credit received by a person for revenue a project earns. Typical credit types include Quota Credit and Marketing Credit.
Cross-Project responsibility
A responsibility that permits users to view and update any project.
cross-project user
A user who is logged into Oracle Projects using a Cross-Project responsibility.
current budget
The most recently baselined budget version of the budget.


deferred revenue
An event type classification that generates an invoice for the amount of the event, and has no immediate effect on revenue. The invoice amount is accounted for in an unearned revenue account that will be offset as the project accrues revenue.
descriptive flexfield
A field that your organization can extend to capture extra information not otherwise tracked by Oracle Applications. A descriptive flexfield appears in your window as a single character, unnamed field. Your organization can customize this field to capture additional information unique to your business.
direct project
An obsolete term. See contract project.
distribution line
A line corresponding to an accounting transaction for an expenditure item on an invoice, or a liability on a payment.
distribution rule
See revenue distribution rule.
draft budget
A preliminary budget which may be changed without affecting revenue accrual on a project.
draft invoice
A potential project invoice that is created, adjusted, and stored in Oracle Projects. Draft invoices require approval before they are officially accounted for in other Oracle Applications.
draft revenue
A project revenue transaction that is created, adjusted, and stored in Oracle Projects. You can adjust draft revenue before you transfer it to other Oracle Applications.
A software feature that allows you to view the details of an item in the current window via a window in a different application.
dynamic insertion
A feature specific to key flexfields that allows you to enter and define new combinations of segment values directly into a flexfield pop-up window. The new combination must satisfy any cross-validation rules, before your flexfield accepts the new combination. Your organization can decide if a key flexfield supports dynamic insertion. If a flexfield does not support dynamic insertion, you can only enter new combinations of segment values using a combinations form (a form specifically used for creating and maintaining code combinations).


employee billing title
An employee title, which differs from a job billing title, that may appear on an invoice. Each employee can have a unique employee billing title.
employee organization
The organization to which an employee is assigned.
A summary level transaction assigned to a project or top task that records work completed and generates revenue and/or billing activity, but is not directly related to any expenditure items. For example, unlike labor costs or other billable expenses, a bonus your business receives for completing a project ahead of schedule is not attributable to any expenditure item, and would be entered as an event.
event type
An implementation-defined classification of events that determines the revenue and invoice effect of an event. Typical event types include Milestones, Scheduled Payments, and Write-Offs.
A group of expenditure items incurred by an employee or an organization for an expenditure period. Typical expenditures include Timecards and Expense Reports.
expenditure (week) ending date
The last day of an expenditure week period. All expenditure items associated with an expenditure must be on or before the expenditure ending date, and must fall within the expenditure week identified by the expenditure week ending date.
expenditure category
An implementation-defined grouping of expenditure types by type of cost. For example, an expenditure category with a name such as Labor refers to the cost of labor.
expenditure comment
Free text that can be entered for any expenditure item to explain or describe it in further detail.
expenditure cost rate
The monetary cost per unit of a non-labor expenditure type.
expenditure cycle
A weekly period for grouping and entering expenditures.
expenditure group
A user-defined name used to track a group of pre-approved expenditures, such as Timecards, or Expense Reports.
expenditure item
The smallest logical unit of expenditure you can charge to a project and task. For example, an expenditure item can be a timecard item or an expense report item.
expenditure item date
The date on which work is performed and is charged to a project and task.
expenditure operating unit
For an expenditure, the operating unit where the expenditure item was incurred against a project.
expenditure organization
For timecards and expense reports, the organization to which the incurring employee is assigned, unless overridden by organization overrides. For usage, supplier invoices, and purchasing commitments, the incurring organization entered on the expenditure.
expenditure type
An implementation-defined classification of cost that you assign to each expenditure item. Expenditure types are grouped into cost groups (expenditure categories) and revenue groups (revenue categories).
expenditure type class
An additional classification for expenditure types that indicates how Oracle Projects processes the expenditure types. For example, if you run the Distribute Labor Costs process, Oracle Projects will calculate the cost of all expenditure items assigned to the Straight Time expenditure type class. Formerly known as system linkage.
expense report
A document that, for purposes of reimbursement, details expenses incurred by an employee. You can set up expense report templates to match the format of your expense reports to speed data entry. You must create invoices from Payables expense reports using Invoice Import before you can pay the expense reports.
external organization
See organization.


A position on a window that you use to enter, view, update, or delete information. A field prompt describes each field by telling you what kind of information appears in the field, or alternatively, what kind of information you should enter in the field.
firm schedule
A burden schedule of burden multipliers that will not change over time. This is compared to provisional schedules in which actual multipliers are mapped to provisional multipliers after an audit.
first bill offset days
The number of days that elapse between a project start date and the date that the project's first invoice is issued.
fixed date
See Schedule Fixed Date.
An Oracle Applications field made up of segments. Each segment has an assigned name and a set of valid values. Oracle Applications uses flexfields to capture information about your organization. There are two types of flexfields: key flexfields and descriptive flexfields.
flexfield segment
One of the sections of your key flexfield, separated from the other sections by a symbol that you define (such as -,/, or \). Each segment typically represents an element of your business, such as cost center, product, or account.
A logical collection of fields, regions, and blocks that appear on a single screen. Oracle Applications forms look just like the paper forms you use to run your business. All you need to do to enter data is type onto the form. See window.
A PL/SQL stored procedure referenced by an Oracle Workflow function activity that can enforce business rules, perform automated tasks within an application, or retrieve application information. The stored procedure accepts standard arguments and returns a completion result. See also function activity.
function activity
An automated Oracle Workflow unit of work that is defined by a PL/SQL stored procedure. See also function.


GL Date
The end date of the GL Period in which costs or revenue are transferred to Oracle General Ledger. This date is determined from the open or future GL Period on or after the PA Date of a cost distribution line or revenue. For invoices, the GL Date is the date within the GL Period on which an invoice is transferred to Oracle Receivables, and is based on the invoice date.
global segment prompt
A non-context-sensitive descriptive flexfield segment. Each global segment typically prompts you for one item of information related to the zone or form in which you are working.
global segment value
A response to your global segment prompt. Your response is composed of a series of characters and a description. The response and description together provide a unique value for your global segment, such as J. Smith, Financial Analyst, or 210, Building C.


hard limit
An option for an agreement that prevents revenue accrual and invoice generation beyond the amount allocated to a project or task by the agreement. If you do not impose a hard limit, Oracle Projects automatically imposes a soft limit of the same dollar amount. See also soft limit.


indirect project
A project for which you cannot generate revenue or invoices. Generally you use indirect projects for the administration of overhead costs, such as overtime. Typical indirect project types include Bid and Proposal and Overtime.
intermediate value
The parameter value, constant, or SQL statement result that is determined during the first step in the execution of an AutoAccounting rule.
internal organization
See organization.
internal requisition
See internal sales order, purchase requisition.
internal sales order
A request within your company for goods or services. An internal sales order originates from an employee or from another process as a requisition, such as inventory or manufacturing, and becomes an internal sales order when the information is transferred from Purchasing to Order Entry. Also known as internal requisition or purchase requisition.
A summarized list of charges, including payment terms, invoice item information, and other information that is sent to a customer for payment.
invoice burden schedule
A burden schedule used for invoicing to derive the bill amount of an expenditure item. This schedule may be different from your revenue burden schedule, if you want to invoice at a different rate at which you want to accrue.
invoice date
The date that appears on a customer invoice. This date is used to calculate the invoice due date, according to the customer's payment terms.
invoice format
The columns, text, and layout of invoice lines on an invoice.
Invoice Import
An Oracle Payables process you use to import invoices from non-Oracle payables systems and to create invoices from Payables expense reports. You can also use Invoice Import to create invoices from expense reports in Oracle Projects.
When you initiate Invoice Import, Oracle Payables imports the required invoice or expense report information and automatically creates invoices with invoice distribution lines from the information. Oracle Payables also produces a report for all invoices or expense reports it could not import.
invoice item
A single line of a project's draft invoice, formatted according to the project invoice formats.
invoice set
For each given run of invoice generation for a project, if multiple agreements exist and multiple invoices are created, Oracle Projects creates the invoices within a unique set ID. You approve, release, and cancel all invoices within an invoice set.
invoice transaction type
An Oracle Receivables transaction type that is assigned to invoices and credit memos that are created from Oracle Projects draft invoices.
invoice write-off
A transaction that reduces the amount outstanding on an invoice by a given amount and credits a bad debt account.
The function of preparing a client invoice. Invoice generation refers to the function of creating the invoice. Invoicing is broader in the terms of creating, adjusting, and approving an invoice.
item type
A term used by Oracle Workflow to refer to a grouping of all items of a particular category that share the same set of item attributes, used as a high level grouping for processes. For example, each Account Generator item type (e.g. FA Account Generator) contains a group of processes for determining how an Accounting Flexfield code combination is created. See also item type attribute
item type attribute
A feature of a particular Oracle Workflow item type, also known as an item attribute. An item type attribute is defined as a variable whose value can be looked up and set by the application that maintains the item. An item type attribute and its value is available to all activities in a process.
Item Validation Organization
The organization that contains your master list of items. You define this organization by setting the OE: Item Validation Organization profile option. See also organization.


A name for a set of duties to which an employee may be assigned. You create jobs in Oracle Projects by combining a job level and a job discipline using your job key flexfield structure. For example, you can combine the job level Staff with the job discipline Engineer to create the job Staff Engineer.
job billing title
A job billing title, which differs from a job title, that may appear on an invoice.
job discipline
A categorization of job vocation, used with Job Level to create a job title. For example, a job discipline may be Engineer, or Consultant.
job level
A categorization of job rank, used with Job Discipline to create a job title. For example, a job level may be Staff, or Principal.
job title
A unique combination of job level and job discipline that identifies a particular job.
journal entry batch
A method used to group journal entries according to your set of books and accounting period. When you initiate the transfer of invoice or payment information to your general ledger for posting, Oracle Projects transfers the necessary information to create journal entry batches for the information you transfer. Journal Import in Oracle General Ledger uses the information to create a journal entry batch for each set of books and accounting period.
You can name your journal entry batches the way you want for easy identification in your general ledger. Oracle Projects attaches the journal entry category, date, and time of transfer to your batch name so that each name is unique. If you choose not to enter your own batch name when you transfer posting information, Oracle Projects uses the journal entry category, date, and time of transfer.
journal entry category
A category used to indicate the purpose or nature of your journal entry. Oracle General Ledger associates each of your journal entry headers with a journal entry category. Journal entry categories specify what kind of transaction the journal entry represents.
journal entry header
A method used to group journal entries by currency and journal entry category within a journal entry batch. When you initiate the transfer of invoices or payments to your general ledger for posting, Oracle Projects transfers the necessary information to create journal entry headers for the information you transfer. Journal Import in Oracle General Ledger uses the information to create a journal entry header for each currency and journal entry category in a journal entry batch. A journal entry batch can have multiple journal entry headers.
journal entry lines
Each journal entry header contains one or more journal entry lines. The lines are the actual journal entries that your general ledger posts to update account balances. The number and type of lines in a journal entry header depend on the volume of transactions, frequency of transfer from Oracle Projects, and your method of summarizing journal entries from Oracle Projects.
journal entry source
An indicator of which feeder system your journal entries come from, such as Oracle Projects. Oracle General Ledger associates each of your journal entries with one journal entry source. This allows you to group related journal entry transactions for reporting and analysis in your general ledger.
Journal Import
A Oracle General Ledger program that creates journal entries from transaction data stored in the Oracle General Ledger GL_INTERFACE table. Journal entries are created and stored in GL_JE_BATCHES, GL_JE_HEADERS, and GL_JE_LINES.


key flexfield
An intelligent key that uniquely identifies an application entity. Each key flexfield segment has a name you assign, and a set of valid values you specify. Each value has a meaning you also specify. You use this Oracle Applications feature to build custom fields used for entering and displaying information relating to your business. The Accounting Flexfield in your Oracle General Ledger application is an example of a key flexfield used to uniquely identify a general ledger account.
key flexfield segment
One of up to 30 different sections of your key flexfield. You separate segments from each other by a symbol you choose (such as -, / or \.). Each segment can be up to 25 characters long. Each key flexfield segment typically captures one element of your business or operations structure, such as company, division, region, or product for the Accounting Flexfield and item, version number, or color code for the Item Flexfield.
key flexfield segment value
A series of characters and a description that provide a unique value for this element, such as 0100, Eastern region, or V20, Version 2.0.
key member
An employee who is assigned a role on a project. A project key member can view and update project information and expenditure details for any project to which they are assigned. Typical key member types include Project Manager and Project Coordinator.


labor cost
The cost of labor expenditure items.
labor cost multiplier
A multiplier that is assigned to an indirect project task and applied to labor costs to determine the premium cost for overtime or other factors.
labor cost rate
The hourly raw cost rate for an employee. This cost rate does not include overhead or premium costs.
labor invoice burden schedule
A burden schedule used to derive invoice amounts for labor items.
labor multiplier
A multiplier that is assigned to a project or task, and is used to calculate the revenue and/or bill amount for labor items by applying the multiplier to the raw cost of the labor items.
labor revenue burden schedule
A burden schedule used to derive revenue amounts for labor items.
legal entity
An organization that represents a legal company for which you prepare fiscal or tax reports. You assign tax identifiers and other relevant information to this entity.
lookup code
The internal name of a value defined in an Oracle Workflow lookup type. See also lookup type.
lookup type
An Oracle Workflow predefined list of values. Each value in a lookup type has an internal and a display name. See also lookup code.


The process of comparing purchase order, invoice, and receiving information to verify that ordering, billing, and receiving information is consistent within accepted tolerance levels. Oracle Projects uses matching to control payments to suppliers. You can use the matching feature in Oracle Projects if you have Oracle Purchasing or another purchasing system. Oracle Projects supports two-, three-, and four-way matching.


An instance of an activity in an Oracle Workflow process diagram as shown in the Process window of Oracle Workflow Builder. See also process.
non-labor invoice burden schedule
A burden schedule used to derive invoice amounts for non-labor items.
non-labor resource
An implementation-defined asset or pool of assets. For example, you can define a non-labor resource with a name such as PC to represent multiple personal computers your business owns.
non-labor revenue burden schedule
A burden schedule used to derive revenue amounts for non-labor items.
non-revenue sales credit
Sales credit you assign to your salespeople that is not associated with your invoice lines. This is sales credit given in excess of your revenue sales credit. See also revenue sales credit.


one time billing hold
A type of hold that places expenditure items and events on billing hold for a particular invoice; when you release that invoice, the items are billed on the next invoice.
operating unit
An organization that partitions data for subledger products (AP, AR, PA, PO, OE). It is roughly equivalent to a single pre-Multi-Org installation.
Internal organizations are divisions, groups, cost centers or other organizational units in a company. External organizations can include the contractors your company employs. Organizations can be used to demonstrate ownership or management of functions such as projects and tasks, non-labor resources, and bill rate schedules. See also Item Validation Organization.
organization hierarchy
An organizational hierarchy illustrates the relationships between your organizations. A hierarchy determines which organizations are subordinate to other organizations. The topmost organization of an organization hierarchy is generally the business group.
organization structure
See organization hierarchy.
original budget
The budget amounts for a project at the first successful baselining of the project.
Overtime Calculation Program
A program that Oracle Projects provides to determine which kind of overtime to award an employee based on the employee's compensation rule and hours worked. If your company uses this automatic overtime calculation feature, you may need to modify the program based on the overtime requirements of your business.
overtime cost
The dollar amount over straight time cost that an employee is paid for overtime hours worked. Also referred to as Premium Cost.


PA Date
The end date of the PA Period in which costs are distributed, revenue is created, or an invoice is generated. This date is determined from the open or future PA Period on or after the latest date of expenditure item dates and event completion dates included in a cost distribution line, revenue, or an invoice.
PA Period
See Project Accounting Period.
PA Period Type
The Period Type as specified in the PA implementation options for Oracle Projects to copy project accounting periods. Oracle Projects uses the periods in the PA Period Type to populate each Operating Unit's PA periods. PA periods are mapped to GL periods which are used when generating accounting transactions. PA periods drive the project summary for Project Status Inquiry. You define your accounting periods in the Operating Unit's Set of Books Calendar.
partial matching
A condition where the invoice quantity is less than the quantity originally ordered, in which case you are matching only part of a purchase order shipment line. See also matching, complete matching.
pay type
See compensation rule.
pop-up window
An additional window that appears on an Oracle Applications form when your cursor enters a particular field.
The process of updating account balances in your general ledger from journal entries. Oracle Projects uses the term posting to describe the process of transferring posting information to your general ledger. When you initiate posting in Oracle Projects, Oracle Projects transfers your invoice and payment transactions and sets the status of the payments and invoices to posted. You must use your general ledger to create journal entries and post the journal entries to update your account balances. See also Journal Import.
premium cost
See overtime cost.
A payment you make to a supplier in anticipation of his provision of goods or services. A prepayment may also be an advance you pay to an employee for anticipated expenses.
In Oracle Payables, a prepayment is a type of invoice that you can apply to an outstanding invoice or employee expense report to reduce the amount of the invoice or expense report. You must approve the prepayment and fully pay the prepayment before you can apply the prepayment.
A set of Oracle Workflow activities that need to be performed to accomplish a business goal. See also Account Generator, process activity, process definition.
process activity
An Oracle Workflow process modelled as an activity so that it can be referenced by other processes; also known as a subprocess. See also process.
process cycle
The planned schedule for batch processing of costs, revenue, and invoices, according to your company's scheduling requirements. See streamline request.
process definition
An Oracle Workflow process as defined in the Oracle Workflow Builder. See also process.
process responsibility type
An implementation-defined name to which a group of reports and processes are assigned. This group of reports and processes is then assigned to an Oracle Projects responsibility. A process responsibility type gives a user access to Oracle Projects reports and programs appropriate to that user's job. For example, the process responsibility type Data Entry could be a set of reports used by data entry clerks. See responsibility.
A unit of work that can be broken down into one or more tasks. A project is the unit of work for which you specify revenue and billing methods, invoice formats, a managing organization and project manager, and bill rate schedules. You can charge costs to a project, and you can generate and maintain revenue, invoice, unbilled receivable, and unearned revenue information for a project.
Project Accounting Period
An implementation-defined period against which project performance may be measured. Also referred to as PA Periods. You define project accounting periods to track project accounting data on a periodic basis by assigning a start date, end date, and closing status to each period. Typically, you define project accounting periods on a weekly basis, and your general ledger periods on a monthly basis.
Project Burdening Organization Hierarchy
The organization hierarchy version that Oracle Projects uses to compile burden schedules. Each business group must designate one and only one version of an organization hierarchy as its Project Burdening Organization Hierarchy. (Note: In Oracle Projects Implementation Options, each operating unit is associated with an organization hierarchy and version for project setup, invoice level processing, and project reporting. The Project Burdening Organization Hierarchy selected for the business group does not have to match the hierarchy version in the Implementation Options.).
project chargeable employees
In a multiple organization installation, employees included as labor resource pool to a project. This includes all employees, as defined in Oracle Human Resources, who belong to the business group associated with the project operating unit.
project funding
An allocation of revenue from an agreement to a project or task.
project operating unit
The operating unit within which the project is created.
project/task organization
The Organization that owns the project or task. This can be any organization in the LOV (list of values) for the project setup. The Project/Task Organization LOV contains organizations of the Project/Task Organization Type in the Organization Hierarchy and Version below the Start Organization. You specify your Start Organization and Version in the Implementation Options window.
project role
The responsibility or position assigned to an employee on a project.
project role type
An implementation-defined classification of the role or responsibility that an employee can have on a project. When you define project role types, you can determine whether an employee assign to a particular project role type can query labor costs.
project status
An implementation-defined classification of the status of a project. Typical project statuses are Active and Closed.
project type
An implementation-defined template that consists of essential project attributes such as whether a project is direct or indirect, a project's default revenue distribution rule and bill rate schedules, and whether a project burdens costs. For example, you can define a project type with a name such as Time and Materials for all projects that are based on time and materials contracts.
project type class
An additional classification for project types that indicates how to collect and track costs, quantities, and, in some cases, revenue and billing. Oracle Projects predefines three project type classes: Indirect, Contract, or Capital. For example, you use an Indirect project type to collect and track project costs for overhead activities, such as administrative and overhead work, marketing, and bid and proposal preparation.
Project/customer relationship
An implementation-defined classification of the relationship between a project and a customer. Project/Customer Relationships help you manage projects that involve multiple clients by specifying the various relationships your customers can have with a project. Typical relationships include Primary or Non-Paying.
Project/Task Alias
A user-defined short name for a project or project/task combination used to facilitate online timecard and expense report entry.
Project/Task Organization
The Organization that owns the project or task.
protection level
In Oracle Workflow, a numeric value ranging from 0 to 1000 that represents who the data is protected from for modification. When workflow data is defined, it can either be set to customizable (1000), meaning anyone can modify it, or it can be assigned a protection level that is equal to the access level of the user defining the data. In the latter case, only users operating at an access level equal to or lower than the data's protection level can modify the data. See also Account Generator.
provisional schedule
A burden schedule of estimated burden multipliers that are later audited to determine the actual rates. You apply actual rates to provisional schedules by replacing the provisional multipliers with actual multipliers. Oracle Projects processes adjustments that account for the difference between the provisional and actual calculations.
purchase order (PO)
A document used to buy and request delivery of goods or services from a supplier.
purchase order distribution
Each purchase order shipment consists of one or more purchase order distributions. A purchase order distribution consists of the Accounting Flexfield information Oracle Payables uses to create invoice distributions.
purchase order line
An order for a specific quantity of a particular item at a negotiated price. Each purchase order in Purchasing can consist of one or more purchase order lines.
purchase order requisition line
Each purchase order line is created from one or more purchase order requisition lines. Oracle Payables creates purchase order requisition lines from individual requisitions.
purchase order shipment
A scheduled delivery of goods or services from a purchase order line to a specified location. Each purchase order line can have one or more purchase order shipments.
Oracle Projects defines a purchase order shipment by a purchase order line location you enter in Oracle Payables. When you perform matching during invoice entry, you can match an invoice to one or more shipments.
purchase requisition
An internal request for goods or services. A requisition can originate from an employee or from another process, such as inventory or manufacturing. Each requisition can include many lines, generally with a distinct item on each requisition line. Each requisition line includes at least a description of the item, the unit of measure, the quantity needed, the price per item, and the Accounting Flexfield you are charging for the item. Also known as internal requisition. See also internal sales order.
purchasing site
A supplier site from which you order goods or services. You must enter at least one purchasing site before Purchasing will allow you to enter a purchase order.


A search for applications information that you initiate using an Oracle Applications window.


raw costs
Costs that are directly attributable to work performed. Examples of raw costs are salaries and travel expenses.
A collection of logically-related fields set apart from other fields by a dashed line that spans a block. Regions help to organize a block so that it is easier to understand.
related transaction
Additional transactions that are created for labor transactions using the Labor Transaction Extension. All related transactions are associated with a source transaction and are attached to the expenditure item ID of the source transaction. You can identify and process the related transactions by referring to the expenditure item ID of the source transaction. Using labor transaction extensions, you can create, identify, and process the related transactions along with the source transaction.
released date
The date on which an invoice and its associated revenue is released.
remit to addresses
The address to which your customers remit their payments.
An organized display of Oracle Applications information. A report can be viewed online or sent to a printer. The content of information in a report can range from a summary to a complete listing of values.
A user-defined group of employees, organizations, jobs, suppliers, expenditure categories, revenue categories, expenditure types, or event types for purposes of defining budgets or summarizing actuals.
A level of authority in an application. Each responsibility lets you access a specific set of Oracle Applications windows, menus, reports, and data to fulfill your role in an organization. Several users can share the same responsibility, and a single user can have multiple responsibilities.
responsibility type
See process responsibility type.
result code
In Oracle Workflow, the internal name of a result value, as defined by the result type. See also result type, result value.
result type
In Oracle Workflow, the name of the lookup type that contains an activity's possible result values. See also result code, result value.
result value
In Oracle Workflow, the value returned by a completed activity, such as Approved. See also result code, result type.
In Oracle Projects, the amounts recognized as income or expected billing to be received for work on a project.
revenue accrual
The function of calculating and distributing revenue.
revenue authorization rule
A configurable criterion that, if enabled, must be met before a project can accrue revenue. For example, an active mandatory revenue authorization rule states that a project manager must exist on a project before that project can accrue revenue. Revenue authorization rules are associated with revenue distribution rules. See also revenue distribution rule.
revenue budget
The estimated revenue amounts at completion of a project. Revenue budget amounts can be summary or detail.
revenue burden schedule
A burden schedule used for revenue accrual to derive the revenue amount for an expenditure item. This schedule may be different from your invoice burden schedule, if you want to accrue revenue at a different rate than you want to invoice.
revenue category
An implementation-defined grouping of expenditure types by type of revenue. For example, a revenue category with a name such as Labor refers to labor revenue.
revenue credit
Credit that an employee receives for project revenue.
See revenue sales credit.
revenue distribution rule
A specific combination of revenue accrual and invoicing methods that determine how Oracle Projects generates revenue and invoice amounts for a project. See revenue authorization rule.
revenue item
A single line of a project's revenue, containing event or expenditure item revenue summarized by top task and revenue category or event.
revenue sales credit
Sales credit you assign to your salespeople that is based on your invoice lines. The total percentage of all revenue sales credit must be equal to 100% of your invoice lines amount. Also known as quota sales credits. See also non-revenue sales credit, sales credit.
revenue write-off
An event type classification that reduces revenue by the amount of the write-off. You cannot write-off an amount that exceeds the current unbilled receivables balance on a project. See also invoice write-off.
One occurrence of the information displayed in the fields of a block. A block may show only one row of information at a time, or it may display several rows of information at once, depending on its layout. The term "row" is synonymous with the term "record".


sales credit
Credits that you assign to your salespeople when you enter orders, invoices, and commitments. Credits can be either quota or non-quota and can be used in determining commissions. See also non-revenue sales credit, revenue sales credit.
schedule fixed date
The date used to freeze bill rate or burden schedules for a project or task. You enter a fixed date to specify that you want to use particular rates or multipliers as of that date. You do not use schedule fixed dates if you want to use the current effective rates or multipliers for a particular schedule.
A single sub-field within a flexfield. You define the structure and meaning of individual segments when customizing a flexfield.
service type
An implementation-defined classification of the type of work performed on a task.
set of books
A financial reporting entity that uses a particular chart of accounts, functional currency and accounting calendar. You must define at least one set of books for each business location.
set of books
An organization or group of organizations within Oracle Applications that shares a common Accounting Flexfield structure, calendar, and functional currency. You must define at least one set of books for each business location.
soft limit
The default option for an agreement that generates a warning when you accrue revenue or generate invoices beyond the amount allocated to a project or task by the agreement, but does not prevent you from running these processes. See also hard limit.
source transaction
For related transactions, the identifying source transaction from which the related items are created.
start organization
An organization that defines a set which includes itself and all subordinate organizations in the organization hierarchy. When you choose a start organization as a report parameter, all organizations below the start organization are included in the report.
straight time cost
The monetary amount that an employee is paid for straight time (regular) hours worked.
streamline process
See streamline request.
streamline request
A process that runs multiple Oracle Projects processes in sequence. When using streamline processing, you can reschedule your streamline requests by setting rescheduling parameters. Rescheduling parameters allow you to configure your processes to run automatically, according to a defined schedule. When you reschedule a process, the concurrent manager submits another concurrent request with a status of Pending, and with a start date according to the parameters you define.
A hierarchical unit of work. Subtasks are any tasks that you create under a parent task. Child subtasks constitute the lowest level of your work breakdown structure; where Oracle Projects looks when processing task charges and for determining task revenue accrual amounts. See task.
Processing a project's cost, revenue, commitment, and budget information to be displayed in the Project, Task, and Resource Project Status windows. You must distribute costs for any expenditure items, accrue and release any revenue, create any commitments, and baseline a budget for your project before you can view summary project amounts. Formerly known as accumulation.
A business or individual that provides goods or services or both in return for payment.
supplier invoice
An external supplier's invoice entered into Oracle Payables.
system linkage
An obsolete term. See expenditure type class.


A subdivision of project work. Each project can have a set of top level tasks and a hierarchy of subtasks below each top level task. See also Work Breakdown Structure, subtask.
task organization
The organization that is assigned to manage the work on a task.
task service type
See service type.
Time and Materials (T&M)
A revenue accrual and billing method that calculates revenue and billings as the sum of the amounts from each individual expenditure item. The expenditure item amounts are calculated by applying a rate or markup to each item.
A weekly submission of labor expenditure items. You can enter timecards online, or as part of a pre-approved batch.
transferred date
The date on which you transfer costs, revenue, and invoices to other Oracle Applications.
In Oracle Workflow, the relationship that defines the completion of one activity and the activation of another activity within a process. In a process diagram, the arrow drawn between two activities represents a transition. See also activity, Workflow Engine.


Unbilled Receivables
The amount of open receivables that have not yet been billed for a project. Oracle Projects calculates unbilled receivables using the following formula: (Unbilled Receivables = Revenue Accrued - Amount Invoice)
Unearned Revenue
Revenue received and recorded as a liability or revenue before the revenue has been earned by providing goos or services to a customer. Oracle Projects calculates unearned revenue using the following formula: (Unearned Revenue = Amount Invoiced - Revenue Accrued)
unit of measure
A unit of measure records quantities or amounts of an expenditure item. For example, if you specify the unit Miles when you define an expenditure type for personal car use, Oracle Projects calculates the cost of using a personal car by mileage.
See non-labor resource.
usage cost rate override
The cost rate assigned to a particular non-labor resource and non-labor organization which overrides the rate assigned to its expenditure type.
usage logs
Usage logs record the utilization of company assets on projects as the asset is used.
user profile
A set of changeable options that affect the way your applications run. You can change the value of a user profile option at any time.


See supplier.


A box around a set of related information on your screen. Many windows can appear on your screen simultaneously and can overlap or appear adjacent to each other. Windows can also appear embedded in other windows. You can move a window to a different location on your screen.
Work Breakdown Structure (WBS)
The breakdown of project work into tasks. These tasks can be broken down further into subtasks, or hierarchical units of work.
work site
The customer site where project or task work is performed.
Workflow Engine
The Oracle Workflow component that implements a workflow process definition. The Workflow Engine manages the state of all activities, automatically executes functions, maintains a history of completed activities, and detects error conditions and starts error processes. The Workflow Engine is implemented in server PL/SQL and activated when a call to an engine API is made. See also Account Generator, activity, function, item type.
See invoice write-off, revenue write-off.
An event type classification that causes revenue to accrue and generates an invoice for the amount of the write-on.




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