Salesreps and Credit Types (Oracle Projects Help)


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Salesreps and Credit Types

You can interface sales credit information for project invoices to Oracle Receivables for sales commission reporting. If you choose to not interface sales credit information to Oracle Receivables, you can use credit receiver information in Oracle Projects for reporting purposes. This essay describes how to implement Oracle Receivables and Oracle Projects for the method your company chooses.

Transferring Sales Credit to Oracle Receivables

If you want to interface sales credit information to Oracle Receivables, during your implementation of Oracle Receivables for Oracle Projects, you enable the Require Salesrep option in the System Options window. This section continues your implementation of sales credit receivers.

You can interface sales credit information to Oracle Receivables for project invoices. Sales credit information is based on credit receivers you enter in Oracle Projects. If you interface sales credits to Oracle Receivables, the credit receiver must be a salesrep in Oracle Receivables and the credit type must be a sales credit type in Oracle Receivables.

You enter credit receivers at the project level using the Credit Receivers window located under the Billing Information option. You interface the information to Oracle Receivables by enabling the Transfer to AR option.

Set the Require Salesrep option

If you want to interface sales credit information to Oracle Receivables, enable the Require Salesrep option in the System Options window in Oracle Receivables.

Define sales credit types

You use the Oracle Order Entry Sales Credit Types window to define the type of credit you want to allocate to salesreps in Oracle Receivables for project invoices. You can use sales credit types to determine if sales credit is a quota or non-quota amount. See: Defining Sales Credit Types Oracle Order Entry User's Guide.

Note: If you do not have Oracle Order Entry installed, use the predefined sales credit type of Quota Sales Credit when you define salesreps. Using this sales credit type allows you to use sales credits without having Oracle Order Entry installed.

Define salesreps

When you interface Oracle Projects invoices to Oracle Receivables, Oracle Projects assigns a primary salesrep to the invoice and interfaces sales credit lines for the invoice based on the project's credit receivers.

Oracle Projects assigns the project manager on the project as the primary salesrep as long as the project manager is defined as a salesrep in Oracle Receivables. Using the primary salesrep as the criteria, you can use Oracle Receivables reports and windows to review invoices by project manager. If you want to use this type of functionality, you must define all project managers as salesreps in Oracle Receivables.

Oracle Projects also credits the sales credit lines for the invoice using the project's credit receivers specified for interface to Oracle Receivables. You must define all employees that may be credit receivers for which you want to interface sales credit as salesreps in Oracle Receivables.

Use the Oracle Receivables Salesreps window to define salesreps. You assign a sales credit type to salesreps when you define them.

Attention: The name you enter in the Salesreps window must be identical to the name you enter in the Oracle Human Resources Enter Person window. Use the following format when you define salesreps: Last name, Prefix, First name (Middle name).

Set the Allow Sales Credits option

If you want to send salesrep information to Oracle Receivables, you need to enable the Allow Sales Credits option in the Invoice Sources window for the predefined batch source of PROJECTS INVOICES. When you set this option to Yes, Oracle Receivables ensures that sales credit lines are assigned valid credit types as defined in Oracle Order Entry and have valid salesreps as defined in Oracle Receivables.

The Allow Sales Credit option is located in the AutoInvoice Processing Options alternative region of the Invoice Sources window. If you navigate to the Batch Source alternative region and query by Name = PROJECTS INVOICES, you will then be able to go to the AutoInvoice Processing Options alternative region. The AutoInvoice Processing Options region is only available for batch sources with type = Imported. See also: Define Invoice Sources Oracle Receivables User's Guide).

To transfer sales credit information to Oracle Receivables:

1. Set the Require Salesrep System Option in Oracle Receivables to Yes.

2. Define sales credit types using the Oracle Order Entry Sales Credit Types form, or use the predefined sales credit type of Quota Sales Credit, if Oracle Order Entry is not installed.

3. Define as salesreps in Oracle Receivables all project managers and other employees who may be credit receivers.

4. Enable the Allow Sales Credits option in the AutoInvoice Processing Options alternative region of the Invoice Sources window in Oracle Receivables.

5. Enter credit receivers for your contract projects using the Credit Receivers windows in the Billing Information option at the project level.