Performing a Project Expenditure Inquiry
Use this window to review a project's expenditure items. When you review expenditure items, you can see the amount and type of expenditure items charged to a project, the date an expenditure item occurred, how much revenue has accrued for an expenditure item, and other information about the project's expenditure items. You can also drill down to Oracle Payables to view the Invoice Overview form.
There are two expenditure inquiry window modes available in Oracle Projects:
- Project. The Project mode expenditure inquiry allows you to view expenditure items for a single project only. You are required to enter a project number or name in the Find Project Expenditure Items window before you can execute the query. If project security has been implemented, you can only select projects that you are allowed to see.
- All. The All expenditure inquiry mode allows you to view expenditure items across projects. You are not required to enter a project number or name in the Find Expenditure Items window. You can structure your query to retrieve information across projects. No project security is enforced, as you are allowed to query expenditure items across projects.
The mode in which you access the expenditure inquiry window is determined by your user responsibility. Under the Project Billing Super User and Project Costing Super User responsibilities, which are supplied by Oracle Projects, you have access to both expenditure inquiry modes.
To perform an expenditure inquiry:
1. Navigate to the Expenditure Inquiry window (either Project or All).
2. In the Find Expenditure Items window, enter your search criteria. For example, if you want to view an expenditure item incurred by a specific employee, enter the Employee Name field. See: Expenditure Inquiry Windows Reference.
3. Choose Find if you want to execute the search, or choose Mass Adjust if you want to process mass adjustment of expenditures. See: Mass Adjustment of Expenditures.
4. From the Expenditure Items window, choose:
- Run Request to create Project Streamline Requests to process adjustments. You can select multiple processes to run for your project. The requests will run in the correct order. See: Adjusting Expenditure Items.
- Totals to view the totals for the expenditure items returned based on your search criteria.
Note: This window does not display events. If your project uses event-based or cost-to-cost revenue accrual or invoice generation, use the Events window to view the total project revenue and bill amounts.
- Item Details to select a window for reviewing the details of this expenditure item. The Inquiry Options window will be displayed, from which you can choose one of the following options:
- Choose Cost Distribution Lines to view individual transactions and the debit and credit GL accounts charged for raw and burdened costs for each expenditure item. You can also view other information about the cost lines, such as PA and GL period and interface status and the rejection reason if transactions could not be interfaced.
- Choose Revenue Distribution Lines to view the revenue transactions generated for a specific expenditure item. The GL account credited for the revenue is displayed. You can also see the GL and PA posting period for the revenue and the interface status. The rejection reason will be displayed for any transactions that are rejected during the interface to GL.
- Choose AP Invoice to drill down to the Invoice Overview form in Oracle Payables. (This option is only enabled for expenditure items whose expenditure type class is either Supplier Invoices or Expense Reports.)
Note: You can also view rejection reasons for transactions rejected during the costing or revenue generation processes from the Expenditure Items window. From the Folder menu, choose Show Field and select either Cost Distr. Rejection or Revenue Distr. Rejection.
See Also
Expenditure Inquiry Windows Reference
Transferring Expenditure Items
Splitting Expenditure Items
Expenditure Type Classes
