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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

Use the Internal Payables Invoice Attribute Override Extension to override the default expenditure type and expenditure organization attributes for intercompany and interproject invoices that are created in Oracle Fusion Receivables.

The Update Invoice Details from Receivables process calls the Internal Payables Invoice Attribute Override Extension as it creates Oracle Fusion Payables invoices for intercompany and interproject contracts.

Note

Use this extension only if you want to override the receiver expenditure organization and receiver expenditure type on the Oracle Fusion Payables invoice. The source of the receiver expenditure organization and expenditure type is the intercompany or interproject contract.

The extension is identified by the following items.

Extension Component	Name
Body template	pjb_cc_ap_inv_client_extn.pkb
Specification template	pjb_cc_ap_inv_client_extn.pkh
Package	pjb_cc_ap_inv_client_extn
Procedure	override_exp_type_exp_org

This billing extension can derive the receiver expenditure type and receiver expenditure organization based on the parameters you enter.

Parameters

Information about parameters for this billing extension are in the table below.

Parameter Name	Description
p_internal_billing_type	Internal billing type Valid values are: PA_IC_INVOICES (Intercompany contract) PA_IP_INVOICES (Interproject contract)
p_contract_id	Contract ID for the Oracle Fusion Receivables invoice.
p_contract_line_id	Contract line ID for the Oracle Fusion Receivables invoice.
p_receiver_project_id	Receiver project ID for the Oracle Fusion Payables invoice.
p_receiver_task_id	Receiver task ID for the Oracle Fusion Payables invoice.
p_invoice_number	Invoice number from the pjb_invoice_header table.
p_draft_invoice_line_num	Invoice_line_num from pjb_invoice_line.
p_invoice_date	Invoice date
p_ra_invoice_number	Oracle Fusion Receivables invoice number. The invoice number is either user-entered or created by the application, as defined in the implementation options. Refer to ra_invoice_number from pjb_invoice_headers
p_provider_org_id	Provider business unit ID
p_receiver_org_id	Receiver project organization ID
p_cc_ar_invoice_id	Customer transaction ID created in ra_customer_trx_all.customer_trx_id
p_cc_ar_invoice_line_num	Line number from ra_customer_trx_lines_all.line_number.
p_contract_line_customer_id	Customer ID on the bill plan associated with the contract line.
p_vendor_id	Supplier ID (poz_suppliers.vendor_id)
p_vendor_site_id	Supplier site ID (poz_supplier_sites_all_m.vendor_site_id)
p_expenditure_type	Expenditure type defined on the contract line internal attribute.
p_expenditure_type_id	Expenditure type ID defined on the contract line internal attribute.
p_expenditure_organization_id	Expenditure organization defined on the contract line internal attribute.
x_expenditure_type_id	Expenditure type ID returned by the extension.
x_expenditure_type	Expenditure type returned by the extension.
x_expenditure_organization_id	Expenditure organization ID returned by the extension.
x_status	Return status of the extension.
x_Error_Stage	Error stage returned by the extension.
X_Error_Code	Error code returned by the extension.