How To Define PA Periods in the PAXSUMPS Form? [ID 191039.1]

Modified 14-JAN-2010     Type HOWTO     Status PUBLISHED

goal: How to define PA Periods fact: Oracle Projects fact: PAXSUMPS - PA Periods

Checked for relevance on 14-Jan-2010

fix:

PA Periods exist in Oracle General Ledger. This has been done for ease of defining periods in one place for multiple applications and operating units. In general ledger, define periods in a calendar. Each set of books defined must be associated with a calendar. Define your PA periods in the same calendar that is assigned to the set of books used by the Oracle Projects (PA) operating unit.

Define the periods once in Oracle General Ledger and then copy them over to Oracle Projects.

The table PA_PERIODS_ALL holds all the PA Periods for all operating units. The view PA_PERIODS shows the PA Periods for the current organization. Each period is uniquely identified in Oracle Projects by the Organization Id (ORG_ID) and the Period Name (PERIOD_NAME).

1. Determine the PA Period type:

To determine where periods have to be defined in Oracle General Ledger, do one of the following:

a) Open the form: Setup -> System -> Implementation Options to see the PA Period type. b) Alternatively, SELECT the PA_PERIOD_TYPE column from PA_IMPLEMENTATIONS_ALL. This tells you the Period type (in Oracle General Ledger) used for defining PA Periods. For example:

select pa_period_type from pa_implementations_all where org_id =&org_id;

where org_id is the organization_id of the operating unit for which you are defining periods.

2. Determine the GL Period Type and the GL Period Set (Calendar):

From within the Implementation Options form identify the set of books associated with the operating unit.

In General Ledger find the calendar and accounted period type associated with this set of books:

a) Navigate to: Setup -> Financials -> Books and query up your set of books.

b) Alternatively:

select accounted_period_type, period_set_name from gl_sets_of_books where set_of_books_id = &sob_id;

3. Check the PA and GL periods for this calendar in GL

-Navigate to the screen Setup -> Financials -> Calendar -> Periods. -Query up the records for the Period Set Name (Calendar) determined earlier. -Check whether periods have been defined for this calendar for both the PA period type and the accounted period type (determined in steps 1 and 2).

Oracle General Ledger will not allow the same name to be used for the PA Period and the GL period. In fact, it prevents duplicate period names within a calendar.

4. Return to the PA screen and copy the GL periods

-Navigate to the screen Setup->System->PA Periods -Click the Copy from GL button on the screen.

The new periods defined earlier should be copied to Oracle Projects. If the periods do not get copied over, check whether each PA Period and GL Period has been defined in GL. Check that both of these are defined under the same calendar and that this calendar is the calendar associated with the set of books. If these conditions are satisfied, then the periods will copy to PA.

Related

Products

Oracle E-Business Suite > Projects > Projects > Oracle Project Foundation Oracle E-Business Suite > Projects > Projects > Oracle Projects