Overview of Billing Extensions
To use the billing extension functionality, you must implement billing extensions and assign them to projects. Oracle Projects processes active billing extensions and accounts for the calculated revenue and invoice amounts.
Implementation
To implement your company-specific billing methods, you first design and write rules to calculate billing amounts using PL/SQL procedures. You then enter the billing extension definition in Oracle Projects to specify additional information (such as the procedure name to call) that is used by the revenue and invoice programs to process the extension.
Assignments
You assign billing extensions to project types, projects, or top tasks. When you assign a billing extension, you can specify a percentage and/or an amount to use as inputs into your billing extension calculation.
Budget Type
You can specify which budget type to use as input to calculations that use budgeted amounts. If no value is given for budget type, the billing extension uses the Approved Cost Budget and/or Approved Revenue Budget. See: Retrieving Budget Amounts.
Processing
When you run the revenue or invoice processes, Oracle Projects looks for active billing assignments. When an assignment is found, the processes read the billing extension definition and call the appropriate procedure. If there are multiple active assignments for a project or task, Oracle Projects calls the extension in ascending order based on the processing order specified in the billing extension definition.
Oracle Projects executes top task level assignments once for each top task. Billing extensions assigned to the project and the project type are executed once for each project, except in the case of task level funding. If a project uses task level funding, Oracle Projects executes billing extensions assigned to the project and the project type, once for each authorized top task on the project.
Automatic Events
Your billing extension calculates revenue and invoice amounts and creates one or more Automatic events to account for the revenue and invoice amounts. Oracle Projects processes these events as it does other manually entered events. You can store audit amounts for these events in the audit columns of the Events table.
Automatic events are events having an event type classification of Automatic. With automatic events, you can increase or decrease revenue and invoice amounts. You can also independently specify revenue and invoice amounts for the events. If an event has both a nonzero revenue amount and a nonzero invoice amount, you must use the same sign for both amounts. Some examples of revenue and invoice amounts for these events are:
- Revenue = $100, Invoice = $0
- Revenue = $100, Invoice = $200
- Revenue = -$100, Invoice = -$100
- Revenue = $0, Invoice = -$100
See Also
Event Types
