Oracle Business Flow: Project Execution to Invoice

Project Expenditures
PM5845
PM5845

Plan to Project Budget

Time Collection to Payroll Processing
for Projects

PM5857
PM5857

Manage
Manage Project
Project
Exp
Exp Report
Report
Expenditures
Expenditures
Consultants working on
the project submit travel
related expenses.
PM5852
PM5852

PM5851
PM5851

Project Billing
Billable
Project ?

NO

Project Expenditures

YES

Process
Process Cross
Cross
Charges
Charges for
for
Shared
Shared Resources
Resources

Project manager issues

material out of
inventory to be used on
the project.

Consultants purchase computer

supplies to be used on project.
Supplier invoice submitted to AP.

PM5866
PM5866

Financial Analyst
distributes charges to
all projects.
PM5859
PM5859

Manage
Manage Project
Project
Inventory
Inventory
Expenditures
Expenditures

Manage
Manage Project
Project
Supplier
Supplier Invoice
Invoice
Expenditures
Expenditures

HR2122
HR2122

Process
Process
Project
Project
Expenditures
Expenditures

Project manager
processes charges
from consultants in
other organizations.

PM5860
PM5860

Manage
Manage Project
Project
Revenue
Revenue
Recognition
Recognition

Generate
Generate
Financial
Financial
Transactions
Transactions

Generate draft revenue; adjust.

Generate final revenue, account
distributions & update funding
balances.

Financial Analyst creates

financial transactions for
all projects.

PM5848
PM5848

Adjust
Adjust Time
Time
After
After
Transfer
Transfer

Manage
Manage
Project
Project
Commitments
Commitments

The project manager

makes all necessary
time adjustments.

Create project related

purchase requisitions
and purchase orders.

PM5858
PM5858

PM5863
PM5863

Process
Process
Project
Project
Allocations
Allocations
Project manager
distributes
administrative overhead
allocation charges.

Manage
Manage Project
Project
Expenditure
Expenditure
Adjustments
Adjustments
Project manager
adjusts expenditure
items prior to revenue
recognition.

PM5869
PM5869

Manage
Manage
Project
Project
Invoices
Invoices

Enterprise Roles
Project Manager

Initiate invoice generation process.

Customer bills are calculated, funding
balances updated & invoices sent to AR.

Financial Analyst
Project Member

PM5860
PM5860

Generate
Generate
Financial
Financial
Transactions
Transactions

Analysis to Project Closure

Financial Analyst creates financial

transactions for all projects.

Not included in Accelerator Offering

Copyright 2006, Oracle Corporation. All rights reserved.

September 29, 2006

Release 11i.10

Slide 1