This chapter covers the following topics:
You can launch the exceptions report for a single project or range of projects. This compares the project schedule dates with the dates on the WIP jobs. The report lists exceptions for all project WIP jobs that satisfy the following conditions:
WIP Job is not complete, closed, or cancelled.
The Job start date is earlier than Task Start Date or the Job WIP Job is not complete, closed, or cancelled.
The Job start date is earlier than Task Start Date or the Job completion date is later than the task completion date after providing for the defined tolerance. Create only one exception notification per WIP Job.
Either the WIP Job start date or WIP job completion date appears within the specified date range.
Navigate to the Project Schedule Exception window. Select the process Project Schedule Exception Report - WIP.
Select the sequence the output display sequence. You can choose from organization/job name, organization/project number/task number, or organization/exception days. This is a required value with a default value of organization/job name.
Enter a number that is positive or negative, if you do not want the default of 0. This is a required value. In the calculations, an exception is not raised if the corresponding manufacturing activity date is on the tolerance date.
To restrict the notifications for a range of items, enter the beginning and ending item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
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You can launch the exceptions report for a single project or range of projects. This compares the project schedule dates with the dates on the various procurement documents such as Purchase Orders, Purchase Requisitions, Blanket Release, RFQs, and Quotes. The report lists the procurement documents that violate the project schedule dates.
Navigate to the Project Schedule Exception window. Select the process Project Schedule Exception Report - Procurement.
Select the output sequence to display. You can choose from exception days, project number/task number, or document number. This is a required value, default value is document number.
Enter a number that is positive or negative, if you do not want the default of 0. This is a required value. In the calculations, an exception is not raised if the corresponding manufacturing activity date is on the tolerance date.
Select Yes to include exception data about the document type on the report.
Lists all project purchase requisitions that satisfy the following conditions:
The requisition is not Cancelled, Rejected, or Closed.
The requisition need by date lies outside the task start and end dates by more than the defined tolerance days.
The requisition need by date lies within the specified date range.
Lists all project RFQs that satisfy the following conditions.
The RFQ is not Closed.
The RFQ due date is later than the task completion date.
The RFQ due date lies within the specified date range.
Lists all project quotations that satisfy the following conditions:
The quotation is not Closed.
The quote effectivity end date is earlier than the task end date by more than the specified tolerance.
The quote effectivity end date lies within the specified date range.
Lists all project purchase order lines that satisfy the following conditions:
The PO is not Closed, Rejected, or Cancelled.
The need by date or promised date is outside the task start and end dates by more than the specified tolerance.
The need by date or promised date for the PO line lies within the specified date range.
Lists all project blanket release lines that satisfy the following conditions:
The Blanket Release is not Closed, Rejected, or Cancelled.
The need by date or promised date is outside the task start and end dates by more than the specified tolerance.
The need by date or promised date for the Blanket Release line lies within the specified date range.
To restrict the notifications for a range of items, enter the beginning and ending item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
You can launch the exceptions report for a single project or range of projects. This compares the project schedule dates with the dates on the sales order documents. The report lists all project sales order lines that satisfy the following conditions:
The sales order line has not been ship Confirmed, Cancelled, or Closed.
The Promised Date or the Need by Date for the Sales Order line lies outside the task start and end dates by more than the tolerance days you specify.
The sales order promised date or the need by date lies within the specified date range.
Navigate to the Project Schedule Exception window. Select the process Project Schedule Exception Report - Sales Orders.
Select the output sequence to display. You can choose from exception days, project number/task number, or document number. This is a required value, default value is document number.
Enter a number that is positive or negative, if you do not want the default of 0. This is a required value. In the calculations, an exception is not raised if the corresponding manufacturing activity date is on the tolerance date.
To restrict the notifications for a range of items, enter the beginning and ending item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
This report lists all the open Project WIP jobs that have not been completed on or after the project schedule completion date. You can launch the exceptions report for a single project or range of projects. The report lists all project WIP jobs that satisfy the following conditions:
WIP Job is not Complete, Closed, or Cancelled.
List of all open jobs that have exceeded the respective project/task completion dates.
Project/task completion date lies within the specified date range.
Navigate to the Project Schedule Exception window. Select the process Overdue Project WIP Jobs Report.
Select the output sequence to display. You can choose between organization/job name and organization/project number/task number. This is a required value with a default value of organization/job name.
To restrict the notifications for a range of items, enter the beginning and ending assembly item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
This report lists all the project procurement documents that have not been completed even after the Project/Task schedule completion date. You can launch the exceptions report for a single project or range of projects. The report lists all project procurement documents that satisfy the following conditions:
The PO status should not be Closed, Rejected, or Cancelled.
List of all Purchased order lines where receipts have not been booked by the scheduled completion date of the project/task.
The Project/Task completion date lies within the specified date range.
The Blanket Release status should not be Closed, Rejected, or Cancelled.
List of all Blanket Release lines where receipts have not been booked by the scheduled completion date of the project/task.
The Project/Task completion date lies within the specified date range.
The Requisition status should not be Closed, Rejected, Returned, or Cancelled.
No purchase orders have been created from the purchase requisition.
The Project/Task completion date lies within the specified date range.
The RFQ status should not be Closed.
List of all RFQs that are not closed by the scheduled completion date of the project/task. That is, the status is either In Process, Active, or Printed. A Closed status means that all the suppliers have responded to the RFQ.
The Project/Task completion date lies within the specified date range.
The Quotation status should not be Closed
List of all quotations that are either In Process or Active and Not Approved by the scheduled completion date of the project/task.
The Project/Task completion date lies within the specified date range.
Navigate to the Project Schedule Exception window. Select the process Overdue Project Procurement Report.
Select the output display sequence. You can choose between project number/task number and document number. This is a required value with a default value of document number.
Select Yes to include exception data about the document type on the report. The default value for Purchase orders is Yes. For the rest of the documents it is No. This is a required value.
To restrict the notifications for a range of items, enter the beginning and ending item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
This report lists all the project sales orders that have not been demanded on or after the Project/Task scheduled start date. You can launch the exceptions report for a single project or range of projects. The report lists all undemanded project sales orders that satisfy the following conditions:
Sales order lines should not be Cancelled or Closed.
List of all sales order lines that have not been demanded by the project/task scheduled start date.
Source Type is Internal.
The Project/Task scheduled start date lies within the specified date range.
Navigate to the Project Schedule Exception window. Select the process Overdue Undemanded Project Sales Orders.
Select the output display sequence. You can choose between (sales) order number and project number/task number. This is a required value with a default value of order number.
To restrict the notifications for a range of items, enter the beginning and ending item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
You can launch the notifications request for a single project or range of projects. This is a workflow-based concurrent request that compares the project schedule dates with the dates on the various project WIP Jobs, Purchase Orders, Purchase Requisitions, Blanket Release, RFQs, Quotes, Sales Orders, MDS, MPS, and Forecast entries. The successful completion of the request results in notifications being sent to you about exception situations. You can also choose to notify the Project/Task Manager by specifying the appropriate parameters in the request. The Project Schedule Exception Report is handled by Oracle Workflow technology.
For information on customizing this process, see Appendix B: Workflows
Navigate to the Project Schedule Exception window. Select the process Project Schedule Exception Notifications.
Select one of the following options:
Generate exceptions for all project forecast entries that satisfy the following conditions:
The forecast date or forecast end date lies outside the task start and end dates by more than the tolerance days specified.
The forecast date or the forecast end date lies within the specified date range.
The current forecast quantity is not zero.
Generate notifications for all the project MDS entries that satisfy the following conditions:
The MDS schedule date or the schedule end date lies outside the task start and end dates by more than the tolerance days specified.
The MDS schedule date or the schedule end date lies within the specified date range.
The MDS current quantity is not zero.
Generate notifications for all the project MPS entries that satisfy the following conditions:
The MPS schedule date or the schedule end date lies outside the task start and end dates by more than the tolerance days specified.
The MPS schedule date or the schedule end date lies within the specified date range.
The MPS current quantity is not zero.
Generate exceptions for all project sales order lines that satisfy the following conditions:
The sales order line has not been ship Confirmed, Cancelled, or Closed.
The Promised Date or the Need by Date for the Sales Order line lies outside the task start and end dates by more than the tolerance days you specify.
The sales order promised date or the need by date lies within the specified date range.
Generate exceptions for all project purchase requisitions that satisfy the following conditions
The requisition is not Cancelled, Rejected, or Closed.
The requisition need by date lies outside the task start and end dates by more than the defined tolerance days.
The requisition need by date lies within the specified date range.
Generate exceptions for all project RFQs that satisfy the following conditions:
The RFQ is not Closed.
The RFQ due date is later than the task completion date.
The RFQ due date lies within the specified date range.
Generate notifications for all project quotations that satisfy the following conditions:
The quotation is not Closed.
The quote effectivity end date is earlier than the task end date by more than the specified tolerance.
The quote effectivity end date lies within the specified date range.
Generate notifications for all project purchase order lines that satisfy the following conditions:
The PO is not Closed, Rejected, or Cancelled.
The need by date or promised date is outside the task start and end dates by more than the specified tolerance.
The need by date or promised date for the PO line lies within the specified date range.
Project Schedule Exception Notifications report will not send notification for canceled purchase order lines.
Generate notifications for all project blanket release lines that satisfy the following conditions:
The blanket release is not closed, rejected or cancelled
The need by date or promised date is outside the task start and end dates by more than the specified tolerance
The need by date or promised date for the blanket release line lies within the specified date range
Generate exceptions for all project WIP jobs that satisfy the following conditions:
WIP Job is not Complete, Closed, or Cancelled.
The Job start date is earlier than Task Start Date or the Job WIP Job is not Complete, Closed, or Cancelled.
The Job start date is earlier than Task Start Date or the Job completion date is later than the task completion date after providing for the defined tolerance. Create only one exception notification per WIP Job.
Either the WIP Job start date or WIP job completion date lies within the specified date range.
Enter a number that is positive or negative, if you do not want the default value of 0. This is a required value. In the calculations, an exception is not be raised if the corresponding manufacturing activity date is on the tolerance date.
Select the user name where the notifications need to be sent. Default is the user name from login.
Select Yes to have the notification sent to the project manager. Default value is No.
Select Yes to have the notification sent to the task manager. Default value is No
To restrict the notifications for a range of items, enter the beginning and ending item numbers. This is an optional parameter.
To restrict the notifications for a range of projects, enter the beginning and ending project numbers. This is an optional parameter.
To restrict the notifications for a range of dates, enter the beginning and ending dates. This is an optional parameter.
This process allows you to transfer Invoice Price Variances (IPV), Exchange Rate Variances (ERV), Tax Rate Variances (TRV), and other special charges including freight, tax and miscellaneous costs for invoices matched to project PO distributions or receipts with a destination of Inventory or Shop Floor. The amounts are allocated to Oracle Projects as project expenditures.
Navigate to the Transfer Costs to Projects menu option. Select Invoice Charges as the option. This results in the selection of the process Transfer Project Invoice Charges.
You can specify a single project to transfer or leave it null for all projects.
You can specify the ending expenditure date or leave it null for all.
You can optionally run the execution report before submitting the Transaction Import program. Default is No.
You can optionally submit PA Transaction Import program upon completion of the transfer program. Default is No.
Note: For transferring invoice charges related to PJM Organizations with the GL Posting option set to "Projects", you should not invoke the PRC: Transaction Import process from Transfer Invoice Charges request.Separately run the transaction import process by specifying the correct Transaction Source (Inventory with Accounts and Inventory with No Accounts respectively).