The system first looks for an applicable task level transaction control. If it does not find applicable task level controls, it looks for project level controls. If the item matches an applicable transaction control at the task level, project level controls are not checked. The task level controls override the project level controls.
Applicable transaction controls are all of the transaction control records that apply to an expenditure item based on the employee, expenditure category, expenditure type, non-labor resource, and dates.
Oracle Projects follows the steps detailed in when determining the chargeable status of an expenditure item.
The flow is first followed when checking task level transaction controls and is then repeated for project level transaction controls, if needed.
Entering Project and Task Options
Inclusive and Exclusive Transaction Controls
Determining if an Item is Billable
Examples of Transaction Controls Configuration