Set Project-Owning Organization as the Default Expenditure Organization on Payables Invoices

This example demonstrates how project application administrators can set the project-owning organization of a project to be the default expenditure organization on an invoice line.

The following table summarizes key decisions for this scenario.

Decisions to Consider	In This Example
For which expenditure organizations can I create invoice lines?	Only those expenditure organizations that are also project-owning organizations.
Can I set a default value for the expenditure organization of my cost transaction?	Yes, by using the project-owning organization to be the default expenditure organization.

Summary of Tasks

To set the project-owning organization as the default expenditure organization on invoices, project application administrators must:

1. Create a value set.

2. Use the value set in the invoice line.

3. Use the value set in the invoice distribution.

4. Deploy the updated Project Costing Details flexfield.

Creating a Value Set

1. Click Navigator > Setup and Maintenance, and search for the Manage Value Sets task.

2. Click the Manage Value Sets link.

3. On the Manage Value Sets page, click Create in the Search Results section to create a new value set.

4. On the Create Value Set page, enter the following values. The following table lists the values that you need to enter on the Create Value Set page.

   Field	Value
   Value Set Code	PJC_DEFAULT_EXP_ORGANIZATION
   Description	Project-owning organizations that are the default expenditure organizations.
   Module	Cost Collection
   Validation Type	Table
   Value Data Type	Character

5. In the Definition section, enter the following values.

   Field	Value
   FROM Clause	PJF_ORGANIZATIONS_EXPEND_V
   Value Column Name	NAME
   ID Column Name	ORGANIZATION_ID
   WHERE Clause	org_id = :{PARAMETER.BusinessUnit} and nvl(:{SEGMENT.EXPENDITURE_ITEM_DATE}, trunc(sysdate)) between nvl(EFFECTIVE_START_DATE, nvl(:{SEGMENT.EXPENDITURE_ITEM_DATE}, trunc(sysdate))) and nvl(EFFECTIVE_END_DATE, nvl(:{SEGMENT.EXPENDITURE_ITEM_DATE}, trunc(sysdate))) and organization_id = (select carrying_out_organization_id from pjf_projects_all_b where project_id = :{SEGMENT.PROJECT_ID})

6. Click Save and Close.

Using the Value Set in the Invoice Line

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Standard Cost Collection Flexfield task.

2. Click the Manage Project Standard Cost Collection Flexfield link.

3. On the Manage Project Standard Cost Collection Flexfield page, verify that the Project Costing Details flexfield row is selected in the Search Results table, and click Edit.

4. On the Manage Project Standard Cost Collection Flexfield page, in the Context Sensitive Segments section select AP: Invoice Line as the context.

5. Select the ORGANIZATION_ID row and click Edit.

6. On the Edit Segment page, select PJC_DEFAULT_EXP_ORGANIZATION as the value set in the Validation section.

7. Since the value set PJC_DEFAULT_EXP_ORGANIZATION returns a single value, that value is used as the default value of the expenditure organization. You don't have to specify a default value using the Initial Default section on the Edit Segment page.

8. Click Save and Close.