How You Set Up Project-Driven Supply Chain
To set up Project-Driven Supply Chain, perform these tasks in the sequence listed below:.
Task |
Required |
Details |
---|---|---|
Opt in to the Project-Driven Supply Chain feature |
Required |
In the Offerings work area, enable the Project-Driven Supply Chain feature at the offering level for the Manufacturing and Supply Chain Materials Management offering. |
Enable inventory tracking by project |
Required |
You can enable Oracle Projects integration on individual inventory organizations. Materials management transactions and manufacturing transactions will gather the project details. Here's how you enable individual organizations to track by project:
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Set up the default expenditure types |
Required |
Review and maintain the set of expenditure types which will be the default to use in specific supply chain transactions supporting integration with projects. Here's how you set up your default expenditure types:
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Manage project organization classification |
Required |
You must classify each inventory organization that's enabled for project-driven supply chain as a project expenditure organization. Ensure that the organizations classified as project expenditure organizations belong to the hierarchy that you specified in the Configure Project Accounting Business Function task for the business unit. Here's how you complete this setup task:
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Set up project attribute defaults |
Optional |
Set up the defaults for contract number, funding source, or any user-defined attributes. These attributes can be defaulted at five levels, with the most specific definitions being chosen first, and more abstract defaults selected if necessary. |
Set up item level attributes |
Optional |
Specify the expenditure type that needs to default onto material transactions and for creating outside processing requisitions. You can also specify if the item is hard pegged at Project and Task Level and if you can use material from common supplies if sufficient inventory does exist in the project and task-specific inventory on-hand. |
Set up resource level default expenditure type |
Optional |
Specify the default expenditure type for the resource transactions when they're interfaced to costing. |
Manage orchestration process definitions Manage order lookups |
Required |
Prevent Order Management from sending order lines that include project details to Receivables. For more information, see the Set Up Projects in Order Management topic in the Implementing Order Management guide. |
Manage order management extensions Manage processing constraints |
Optional |
Write your own Groovy script to process sales orders that include project details. Disable the processing constraint that prevents the Order Entry Specialist from updating a fulfillment line that includes project details. For more information, see the Import Your Project Details topic in the Implementing Order Management guide. |
Import your project details |
Optional |
Import sales orders that include project details. Use REST API, a web service, or File-Based Data Import. For more information, see the Set Up Projects in Order Management topic in the Implementing Order Management guide. |
Manage valuation structures |
Conditional |
To track inventory values by project and task, you must set up the valuation structure with project number and task number costing attributes. |
Manage cost profiles |
Conditional |
To track inventory values by project and task, you must set up the cost profile with a valuation structure containing the project number and task number costing attributes. Note:
You can't modify existing cost profiles with the new valuation structure. You can update an item cost profile with a new cost profile, which has a valuation structure containing project and task, only if the item cost profile isn't already used in transactions. |
Manage valuation units |
Conditional |
If you use a manual valuation unit setup, you must set the valuation unit with a valuation structure containing the project number and task number costing attributes. |
Manage project type cost exclusions |
Conditional |
Set up the project type for exclusion from cost collection. The cost collection setup would determine the following behavior:
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