Project Billing

Overview of Oracle Project Billing 

Defining a Contract Project
•Explain activities involved with creating a contract project
• Define a contract project type
• Define a project template
• Define a contract project
• Overview of customers and contacts
• Currency in Project Billing
• Bill Rate Schedules and Bill rate overrides

Agreements and Funding
• Discuss the use of agreements and the relationship between agreements and projects
• Explain how to create a revenue budget baseline from the Project Funding Inquiry window
• Define an agreement and fund a project
• Baseline funding for a project
• Define agreement types
• Define a project to allow the creation of a revenue budget baseline from the Project Funding Inquiry window
• Define and explain the use of agreement templates

Generating Revenue
• Explain fundamental revenue concepts
• Generate revenue, release it and interface it to Oracle Subledger Accounting
• Adjust revenue after projects period close
• Identify the client extensions available for revenue

Generating Invoices
• Explain fundamental invoice concepts
• Explain the use of customer billing retention on a contract project
• Define the setups for customer billing retention
• Define customer billing retention on a contract project
• Generate an invoice and interface it to Oracle Receivables
• Identify the setup in Oracle Receivable necessary for with Oracle Project Billing
• Identify and perform adjustments during invoice review
• Create adjustments to existing invoices and revenue

Accounting for Revenue and Invoices
• Describe the overall flow of accounting for revenue and invoices
• Explain the components of AutoAccounting
• Identify the AutoAccounting functions used during revenue and invoicing

Interproject Billing
• Describe the use of interproject billing
• Create provider and receiver projects for use with interproject billing
• Define the setups needed to implement interproject billing

Summary of R12 Project Billing Fundamentals
• Summary
• Projects Learning Path