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You can interface sales credit information to Oracle Receivables for project invoices. Sales credit information is based on credit receivers you enter in Oracle Projects. If you interface sales credits to Oracle Receivables, the credit receiver must be a salesrep in Oracle Receivables and the credit type must be a sales credit type in Oracle Receivables.
You enter credit receivers at the project level using the Credit Receivers window located under the Billing Information option. You interface the information to Oracle Receivables by enabling the Transfer to AR option.
Note: If you do not have Oracle Order Entry installed, use the predefined sales credit type of Quota Sales Credit when you define salesreps. Using this sales credit type allows you to use sales credits without having Oracle Order Entry installed.
When you interface Oracle Projects invoices to Oracle Receivables, Oracle Projects assigns a primary salesrep to the invoice and interfaces sales credit lines for the invoice based on the project's credit receivers.
Oracle Projects assigns the project manager on the project as the primary salesrep as long as the project manager is defined as a salesrep in Oracle Receivables. Using the primary salesrep as the criteria, you can use Oracle Receivables reports and windows 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.
Oracle Projects also credits the sales credit lines for the invoice using the project's credit receivers specified for interface to Oracle Receivables. You must define all employees that may be credit receivers for which you want to interface sales credit as salesreps in Oracle Receivables.
Use the Oracle Receivables Salesreps window to define salesreps. You assign a sales credit type to salesreps when you define them.
Attention: The name you enter in the Salesreps window must be identical to the name you enter in the Oracle Human Resources Enter Person window. Use the following format when you define salesreps: Last name, Prefix, First name (Middle name).
If you want to send salesrep information to Oracle Receivables, you need to enable the Allow Sales Credits option in the Invoice Sources window for the predefined batch source of PROJECTS INVOICES. When you set this option to Yes, Oracle Receivables ensures that sales credit lines are assigned valid credit types as defined in Oracle Order Entry and have valid salesreps as defined in Oracle Receivables.
The Allow Sales Credit option is located in the AutoInvoice Processing Options alternative region of the Invoice Sources window. If you navigate to the Batch Source alternative region and query by Name = PROJECTS INVOICES, you will then be able to go to the AutoInvoice Processing Options alternative region. The AutoInvoice Processing Options region is only available for batch sources with type = Imported. See also: Define Invoice Sources Oracle Receivables User's Guide).
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