Viewing Invoices
You can view invoices in Oracle Projects or in Oracle Receivables. You can also drill down from the Invoice Summary window or the Invoice window in Oracle Projects to the AR Transaction Overview form in Oracle Receivables.
Viewing Invoices in Oracle Projects
You can view invoice information by project, or for an individual invoice. When you view invoice information for a project, you can view information such as the amount invoiced, the amount of unbilled receivables, and the amount of unearned revenue. You use the Funding Inquiry form to view project funding information.
In addition, you can view invoice information and outstanding receivables balances for each invoice for a project using the Project Status Inquiry and Funding Inquiry forms.
Reporting
You can use the Unbilled Receivables Aging report to review a project's unbilled receivables which includes eligible revenue items that have not yet been invoiced, or those items included in draft invoices that are not yet released. This report ages the unbilled receivables in four buckets, and you specify in the report parameters the number of days that you want in each bucket.
You can use the Receivables Aging by Project/Customer report to review information about your accounts receivable by project and customer. This report lists the total Oracle Receivables invoice amount that has not yet been paid, and then it divides that amount into aging buckets that you specify in the report parameters.
To view invoices in Oracle Projects:
1. Choose Billing, Invoice Review from the Navigator window.
2. Find the invoice(s) you want to review by entering search criteria in the Find Invoices window. Choose Find.
3. View summary invoice information in the Invoice Summary window.
- To drill down to the Oracle Receivables Transaction Overview form, select the invoice you want to review, and choose AR Invoice. (The AR Invoice button is only enabled if function security is implemented in such a way that the user is able to see the button.) From the Transaction Overview form in Oracle Receivables, you can access the following forms using the Special menu:
- To view detail invoice information, select the invoice you want to review, and choose Open to open the Invoice window.
- To view invoice lines for an invoice, choose Invoice Lines to open the Invoice Lines window. Choose Detail to view invoice line details.
- To drill down to the Oracle Receivables Transaction Overview form from the Invoice window, choose AR Invoice. (The AR Invoice button is only enabled if function security is implemented in such a way that the user is able to see the button.)
See Also
Function Security
Viewing Invoices in Oracle Receivables
Each invoice and invoice line in Oracle Projects is translated into an invoice and invoice line in Oracle Receivables when you successfully interface and create an invoice in Oracle Receivables. You can view any invoice in Oracle Receivables that originates in Oracle Projects either from an Oracle Projects invoice inquiry window, or by using Oracle Receivables.
Oracle Projects does not interface invoice line detail (such as expenditure item details or event details) to Oracle Receivables. The following information appears for each line:
- Unit Price = amount of invoice line
- Item = (Oracle Projects leaves this field blank)
Use the Invoice Number, Invoice Date, and/or Total Invoice Amount to query Oracle Projects invoice information in Oracle Receivables.
In addition, for any invoice, you can query on the following project information in the Invoice Transaction Flexfield that Oracle Projects passes to Oracle Receivables. You query this information by specifying values in the PROJECTS INVOICES context value descriptive flexfield for the Invoice Transaction Flexfield.
When you process invoices in Oracle Receivables, you can also identify invoices in Oracle Receivables based on project information, using the value that you specify for the AR: Transaction Flexfield Quickpick Attribute profile value. You can set this profile to display any project information that Oracle Projects passes to Oracle Receivables in the Transaction Flexfield. The value you specify is displayed under the 'Reference' column in Lists of Values in the following Oracle Receivables forms:
See Also
Oracle Receivables User's Guide
