Guidelines for processing Project Billing

[mbr]

Hi to all,
I am just new with Oracle Project Billing. This would be my first time to implement this module.

Could somebody help me understand well the step by step procedures in processing Project Billing. I have read the manuals but having a hard time understanding it.

I do welcome flowcharts. Thanks so much.

[Sadik]

hi mbr i don't currently have a flowcharts but briefly the step by step implementation steps are:

1. Define billing cycles - Required
2. Implement billing cycle extension (advanced implementation step) - Optional
3. Define payment terms. - Optional
4. Define agreement types. - Required
5. Define bill rate schedules. ATTENTION: If you have a multiple organization installation, you must repeat this step for each operating unit. - Required
6. Define invoice formats. - Required
7. Define credit types. - Required
8. Define event types. - Optional
9. Assign event types for cost-to-cost revenue. - Optional
10. Implement Percent Complete Revenue Accrual and Invoicing . - Optional
11. Implement labor billing extension (advanced implementation step). - Optional
12. Implement billing extensions (advanced implementation step). - Optional
13. Implement automatic invoice approve/release extension (advanced implementation step) - Optional
14. Implement AR transaction type extension (advanced implementation step) - Optional
15. Implement cost accrual (advanced implementation step) - Optional

[Sadik]

Please also refer to the below link

http://download.oracle.com/docs/cd/A...m#o_su_billing

[mbr]

thanks Sadik.

will check on the links you've mentioned.

[mbr]

Hi Sadik,
I noted the implementation guidelines you have sent.

When everything is okay and properly set up, what are the necessary processes to create project billing to the client. What are the process that need to be ran?

Please help. Thanks