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29 Project Foundation Configuration: Define Cross-Charge Options

This chapter contains the following:

Extensions for Define Cross-Charge Options

Provider and Receiver Organizations Override Extension

Use this client extension to enforce cross-charge rules at a higher level in the organization hierarchy than the level at which you assign resources and projects. Doing so provides a single place for you to enforce and maintain your business rules in all organizations in your enterprise.

The extension is identified by the following items:

Extension Component	Name
Body template	pjc_client_extn_cc_ident.pkb
Specification template	pjc_client_extn_cc_ident.pkh
Package	pjc_client_extn_cc_ident
Procedure	override_prvdr_recvr

Important

Do not change the name of the extension procedure or parameters. Also, do not change the parameter types or parameter order in the procedure. After you write a procedure, compile it and store it in the database.

The system identifies cross-charged transactions based on the provider and receiver organizations for the transaction. It derives default values for these organizations as follows:

Provider organization: The expenditure organization or nonlabor resource organization for usage transactions.
Receiver organization: The organization that owns the task or project to which the transaction is charged.

To override the cross-charge identification, code this extension to use a higher level in the organization hierarchy to derive the appropriate provider and receiver organizations and then determine if a transaction is a cross-charge transaction.

This extension is called by the Identify Cross-Charge Transactions process. If you use the Borrowed and Lent Accounting cross-charge processing method, the application automatically calls the Identify Cross-Charge Transactions process as part of the Distribute Borrowed and Lent Amounts process. However, if you use the Intercompany Billing cross-charge processing method, you must manually run the Identify Cross-Charge Transactions process.

Cross-Charge Processing Method Override Extension

Use the Cross-Charge Processing Method Override Extension to have custom business rules that help you identify how to process cross-charged transactions.

Use this extension to:

Exclude certain cross-charged transactions from cross-charge processing
Change the cross-charge processing method, such as from Intercompany Billing to Borrowed and Lent Accounting

Note

Use this extension only on cross-charged transactions.

The extension is identified by the following items:

Extension Component	Name
Body template	pjc_client_extn_cc_ident.pkb
Specification template	pjc_client_extn_cc_ident.pkh
Package	pjc_client_extn_cc_ident
Procedure	override_cc_processing_method

Important

The system validates the value returned for the cross-charge code to ensure that it meets the following rules:

Cross-Charge Transaction Type	Allowed Processing Methods
Within a business unit	Borrowed and Lent Accounting
Between business units	Borrowed and Lent Accounting Intercompany Billing
Between legal entities	Intercompany Billing

Cross-Charge Transaction Type

Allowed Processing Methods

Within a business unit

Borrowed and Lent Accounting

Between business units

Borrowed and Lent Accounting

Intercompany Billing

Between legal entities

Intercompany Billing

The Identify Cross-Charge Transactions process:

Identifies the transaction as a cross-charged transaction.
Determines the cross-charge processing set method based on the cross-charge options.
Calls the extension to override the cross-charge processing method.

Internal Payables Invoice Attribute Override Extension