Entering an Expenditure and Expenditure Items
To enter an expenditure and expenditure items:
Note: Oracle Projects validates your expenditure item information as you enter it. For a list of the validation criteria Oracle Projects uses, see: Expenditure Item Validation.
1. In the Expenditures window, enter the employee or organization who incurred the cost. For time and expense reports, enter an employee; for asset usages, invoice amounts, and miscellaneous and burden transactions, enter an employee or organization; and for all other expenditures, enter an organization.
2. Optionally enter the total units of measure recorded on the paper expenditure report in the Control Total field to verify that it matches the total Units of Measure entered for this expenditure. See: Verifying Control Totals and Control Counts.
3. In the Expenditure Items region, enter the date of the expenditure item on which the expenditure's cost is incurred.
4. Enter the Project Number and the lowest level Task Number to which you want to charge this expenditure item.
5. Enter the Expenditure Type for this expenditure item. You can choose any expenditure type within the current expenditure class.
6. If your expenditure type is a usage, enter the non-labor asset and its owning organization for this expenditure item, so you can track asset utilization of company-owned assets.
7. Enter the Quantity of units incurred for this expenditure item (the unit of measure is determined by the expenditure type). For example, on a timecard, you enter the quantity for professional labor in hours. You can enter a mixture of units, such as dollars and miles, for an expense report.
8. Optionally enter a free text comment to the expenditure item.
10. Optionally rework the expenditure to add or revise transactions, and save your changes.
See Also
Submitting an Expenditure Batch
Overview of Expenditures
Correcting Expenditure Batches
Copying an Expenditure Batch
