Generate Draft Revenue
This process calculates revenue for contract projects. This process has several modes: generate, regenerate, and delete. You can run this process in different modes as described below under the Process Submission section.
Note: If your project uses cost-to-cost revenue accrual, you must include burdened costs in your cost budget and revenue amounts in your revenue budget. Without these amounts, Oracle Projects cannot successfully generate revenue for your project.
Process Submission
You submit the PRC: Generate Draft Revenue process from the Submit Request window. To submit the process for one project, submit the PRC: Generate Draft Revenue for a Single Project process. See: Submitting Requests.
Process Parameters
Accrue Through Date. The process only selects those expenditure items and events dated on or before the date that you enter here. If you leave this parameter blank, the Generate Draft Revenue process uses the current date as the accrue through date.
Note: When you process revenue for projects using cost-to-cost revenue accrual, the accrue through date used is the PA Date instead of the expenditure item date.
Start Project Number. Enter the number of the project that you want the Generate Draft Revenue process to use as the low end of the project number range within which it selects projects to process. If you leave this parameter blank, the Generate Draft Revenue process generates revenue for all eligible projects whose project numbers come before the project number entered in the End Project Number process parameter. See: No List of Values for Project Number Range Parameter.
End Project Number. Enter the number of the project that you want the Generate Draft Revenue process to use as the high end of the project number range within which it selects projects to process. If you leave this parameter blank, the Generate Draft Revenue process generates revenue for all eligible projects whose project numbers come after the project number entered in the Start Project Number process parameter.
Project Number. (For PRC: Generate Draft Revenue for a Single Project only). Number of the project for which you want to run the process.
Output Reports
Seven output reports show you the results of the Generate Draft Revenue process:
- The Draft Revenue Generation Exception Report. Lists all of the project draft revenues that the process was unable to successfully create during its processing. For each rejected draft revenue, the Draft Revenue Generation Exception Report displays the rejection reason.
- The Draft Revenue Generation Exception (Rejected Expenditure Items Detail) Report. Created only when the process is run for all eligible projects or a group of projects. This report shows you all expenditure items that the Generate Draft Revenue process rejected during its processing. For each rejected expenditure item, the report displays the rejection reason.
Note: You can also view the results of the process in the following ways:
- You can review rejection reasons from the Expenditure Items window by using the Show Field option in the Folder menu to display Revenue Distr. Rejection. See: Performing a Project Expenditure Inquiry.
- You can review the log file generated by the Generate Draft Revenue process to view exceptions. The log file is generated for both the Single Project and multiple project Generate Revenue processes.
- The Draft Revenue Generation Exception Report (Rejected Event Detail). Created only when the process is run for all eligible projects or a group of projects. This report shows you all revenue events that the Generate Draft Revenue process rejected during its processing. For each rejected revenue event, this report displays the rejection reason.
- The Draft Revenue Generation Report. Lists each draft revenue that was successfully created by the process. For each draft revenue, this report displays the project for which it was created, its draft revenue number, the number of the draft revenue, if any, that it credits, the customer number, name, and agreement providing the funding, the accrue through date used to generate the revenue, and the total dollar amount of the draft revenue. This report also displays any generation warnings below each draft revenue.
- The Draft Revenue Generation Eligibility Report. Created only when the process is run for one project. This report displays the project for which the Generate Draft Revenue process was submitted. If the process cannot create a new draft revenue for the project, the reason for the generation failure appears under the Rejection Reason column heading.
- The Draft Revenue Generation Eligibility Report (Unprocessed Expenditure Items Detail). Created only when the process is run for one project. This report displays all of the specified project's expenditure items for which the process could not accrue revenue and shows information to help identify why the item did not accrue revenue. Use this information to check if the expenditure item date is on or before the accrue through date, if the item is costed, if the item is summarized (for cost revenue accrual projects), if the item is billable, and if a rejection reason like 'No labor bill rate' was encountered.
- The Draft Revenue Generation Eligibility Report (Unprocessed Events Detail). Created only when the process is run for one project. This report displays all of the specified project's revenue events for which the process could not accrue revenue and shows information to help you identify why the event did not accrue revenue. Use this information to check if the event completion date is on or before the accrue through date.
