Transaction Controls (Oracle Projects Help)


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Transaction Controls

Oracle Projects provides you with many levels of charge controls:

Project Status You can use the project status to indicate if any charges are allowed for the project.

Task Chargeable Status You can specify a lowest task as chargeable or non-chargeable, to indicate if any charges are allowed for the task.

Start and Completion Dates You can specify the start and completion dates of a lowest task, to record the date range for which charges are allowed for the task. The start and completion dates of the project also limit when transactions can be charged.

Transaction Controls You can define transaction controls to specify the type of transactions that are chargeable or non-chargeable for the project and tasks.

Use transaction controls to configure your projects and tasks to allow only charges that you expect or plan. You can also define which items are billable and non-billable on your contract projects. For capital projects, you can define what items are capitalizable and non-capitalizable. This proactive means to control charges to projects enables you to better manage your projects.

You can configure transaction controls by the following:

Expenditure Category

Expenditure Type

Employee

Non-Labor Resource

You can create any combination of transaction controls that you want; for example, you can create a transaction control for an employee and a specific expenditure type, or you can create a combination for an employee, expenditure type, and non-labor resource.

You also specify the date range to which each transaction control applies.

If you do not enter transaction controls, you can charge expenditure items from any employee, expenditure category, expenditure type, and non-labor resource to all lowest tasks on the project.

Project Status	You can use the project status to indicate if any charges are allowed for the project.
Task Chargeable Status	You can specify a lowest task as chargeable or non-chargeable, to indicate if any charges are allowed for the task.
Start and Completion Dates	You can specify the start and completion dates of a lowest task, to record the date range for which charges are allowed for the task. The start and completion dates of the project also limit when transactions can be charged.
Transaction Controls	You can define transaction controls to specify the type of transactions that are chargeable or non-chargeable for the project and tasks.

Transaction Controls

See Also