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PJF: How to Prevent Billing On A Burden Expenditure (Doc ID 2544025.1)

Last updated on OCTOBER 29, 2019

Applies to:

Oracle Fusion Project Foundation Cloud Service - Version 11.13.18.05.0 and later
Information in this document applies to any platform.

Goal

Set a project level Transaction Control for an Expenditure Type that is used ONLY for burden transactions. i.e. Expenditure Type = Applied Overhead. When labor is burdened this burden transaction will generate using the Applied Overhead expenditure type. When costed it should be Chargeable (generate cost) but NOT BE BILLABLE.

This Burden process seems to ignore the Transaction Control as every burden transaction is both chargeable AND Billable. The requirement is that these charges should NOT be included on an invoice nor generate revenue. We recognize the overhead cost but do not invoice customers directly for this overhead; it is included within blended bill rate.

Currently, we are setting these individual expenditure items to indefinite Billing Hold and Revenue Hold. Users cannot even mark/adjust to make the transaction to Billable = No.

Please advise.

Solution

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In this Document
Goal
Solution


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