Reporting Credit Information in Oracle Projects
You can assign credit receivers in Oracle Projects for invoices at the project level, using credit types that you define in Oracle Projects. You do not have to interface salesrep credit information to Oracle Receivables; you can use Oracle Projects tables to create custom reports on the information.
You use credit receivers in Oracle Projects to award different kinds of revenue credit to your employees, such as marketing credit or quota credit. For example, if you want to credit an employee for bringing in a contract in a market sector for which you currently have few or no projects, you can define a credit type with a name such as Diversity Credit. After you define the project, you specify the employee as a credit receiver of Diversity Credit.
Disable the Require Salesrep option
If you do not want to interface sales credit information to Oracle Receivables, during your implementation of Oracle Receivables for Oracle Projects disable the Require Salesrep option of the Define System Options window.
Define Credit Types
You use the Oracle Projects Credit Types window to specify the kind of revenue credit you want to assign employees in Oracle Projects. Oracle Projects predefines the credit type of Quota Credit. See: Credit Types.
| Fremont Corporation awards Marketing Credit to a marketing staff member who generates a lead. Fremont also awards Quota Credit to a staff member who brings in a project.
|
| Name
| Description
|
| Marketing Credit
| Credit for generating leads
|
| Quota Credit
| Credit for acquiring a project
|
Set the Allow Sales Credits option
If you do not want to send sales credit information to Oracle Receivables, you leave this option set to No. See also: Define Invoice Sources Oracle Receivables User's Guide.
| Fremont Corporation's implementation team enables the Allow Sales Credits option.
|
| Miscellaneous Options
|
| Allow Sales Credits
| Disabled
|
Define Salesreps
Oracle Projects assigns the primary salesrep as the manager on the project, if you have defined the project manager as a salesrep in Oracle Receivables. Using the primary salesrep as the criteria, you can use Oracle Receivables reports and forms to review invoices by project manager. If you want to use this type of functionality, you must define all project managers as salesreps in Oracle Receivables.
Attention: The name you enter in the Salesreps window must be identical to the name you enter in Oracle Human Resources Enter Person window. Use the following format when you define salesreps: Last Name, Title, First name (Middle Name).
To report sales credit information in Oracle Projects only:
1. Set the Require Salesrep System Option in Oracle Receivables to No.
2. Define sales credit types using the Oracle Projects Credit Types form.
3. Define all project managers as salesreps in Oracle Receivables. This way you can still retrieve AR information by primary salesrep in Oracle Receivables.
4. Leave the Allow Sales Credits option in the AutoInvoice Processing Options alternative region of the Invoice Sources window in Oracle Receivables disabled.
5. Create custom reports on the credit receiver information in the Oracle Projects table.
