Overview of Project Billing Configuration
In the Define Project Billing Configuration activity, you configure enterprise contracts and project billing components to invoice customers and recognize revenue for project contracts in Project Financial Management.
The following table lists the essential setup tasks in the Define Project Billing Configuration activity.
Name |
Description |
Type |
---|---|---|
Define Contracts Configuration for Project Billing |
Define and manage setup related to project contracts including contract types and content that can be used consistently across contracts. |
Task list |
Manage Contract Layout Templates |
Create and maintain layout templates used to preview or print contract documents. |
Task |
Manage Contract Types |
Create and maintain contract types to specify properties of different contracts such as the type of permitted contract lines, party roles, contract validation checks, and the contract acceptance and signature requirements. |
Task |
Specify Customer Contract Management Business Function Properties |
Specify and manage currency conversion rules, project billing rules and default values, adoption rules for contract standards and policies, and other contract management functions. |
Task |
Define Project Contract Parties |
Create and maintain parties for use on a contract. |
Task list |
Define Project Contract Roles |
Define the roles for parties and contacts on a contract. |
Task list |
Define Project Contract Types and Lookups |
Define and manage types and lookup values used on contracts, such as contract types, risks, and hold reasons. |
Task list |
Define Project Contract Business Unit Options |
Configure the business unit implementation options used in Oracle Fusion Enterprise Contracts. |
Task list |
Define General Project Billing Setup |
Enable project billing, manage the general project billing setup, and configure the project billing business unit options. |
Task list |
Define Project Billing Common Reference Objects |
Review and manage common objects, for example value sets and messages, that are used by Oracle Fusion Project Billing. |
Task list |
Manage Project Billing Descriptive Flexfields |
Define validation and display properties of descriptive flexfields, which are used to add attributes to Oracle Fusion Project Billing. |
Task |
Manage Project Types: Billing Indicator |
Review and update project types to indicate whether the project type is billable. |
Task |
Manage Work Types: Billing Indicator |
Review and update work types to indicate whether the work types are billable. |
Task |
Manage Billing Cycles |
Create billing cycles to control how often and on which dates a project is billed. |
Task |
Manage Event Types |
Configure options used to control how billing events are entered, processed, accounted, and reported. Billing events are used as source transactions, representing milestones or progress, in the generation of invoices and revenue for fixed-price contract lines. |
Task |
Manage Revenue Methods |
Create revenue methods used to recognize revenue. |
Task |
Manage Invoice Methods |
Create invoice methods used to calculate the invoice amount. |
Task |
Define Project Billing Business Unit Options |
Configure the customer contract management business function options used in project billing. |
Task list |
Refer the following guides for more information:
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Implementing Enterprise Contracts
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Implementing Receivables Credit to Cash
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Implementing Subledger Accounting
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Implementing Tax