Oracle Project Accounting

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• Oracle Project Accounting
• System Implementation
• Overview

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Oracle PA System ImplementationOverview - CD
Project 50 WBS Structure

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Oracle PA System ImplementationOverview
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• A temporary web site will be available to
  translate budget code into project / task

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Oracle PA System ImplementationOverview

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• Will there be training on how to use the new
  system?
• Yes. Hands-on training will be provided.
• Miser Requisition System (Req Preparers)
• Miser Gatekeeping Interface to MMS System
• Travel Code Reference (People that Travel)
• Effort Reporting
• Procard
• Dept Heads access to Lab Online Monthly Reports
  and Web Queries

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Oracle PA System ImplementationOverview

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• Terminology
• Current New
• Division / Section Project Name No.
• Department Expenditure Org
• Task Org
• Budget Code (work pkg) Task Name No.
• Cost Element Expenditure Type

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Oracle PA System ImplementationOverview

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• To find out more, go to the lab PA implementation
  website
• http//www-bss.fnal.gov/project
• or to the CD internal website
• http//cdinternal.fnal.gov/ under
  Division Events section labeled Project
  Accounting
• or contact
• Mike Smith x8276 msmith_at_fnal.gov
• Karen Prosapio x6494 kpro_at_fnal.gov

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• Oracle Project Accounting
• System Implementation
• Purchase Requisitions

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Oracle PA System ImplementationPurchase
Requisitions

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• In order for the cost of the commodity to be
  tracked correctly, the requisition needs the
  following information
• Project Number
• Task Number
• Expenditure Type
• Expenditure Organization

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Oracle PA System ImplementationMiscomp
Electronic Requisition

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Oracle PA System ImplementationMiscomp
Electronic Requisition

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Oracle PA System ImplementationPurchase
Requisitions

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• STOCK TRANSACTIONS
•  
• NAME___________________BADGE
  NO.___________
•  
• PHONE______________DATE________________
  _
•  PROJECT / TASK __________________________
  _
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• DELIVERY LOCATION_______________________
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• STOCK NO.
  DESCRIPTION QTY
• FORM IS BEING REVISED TO REFLECT SEPARATE
  FIELDS FOR
• PROJECT NUMBER and TASK NUMBER
•  
•  
•  

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• Oracle Project Accounting
• System Implementation
• Travel

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Oracle PA System ImplementationTravel

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• Travel Reimbursement
  within
• Project Accounting
• Budget Code replaced with required fields for
  Project and Task.
• New 4-5 digit Travel Code, required.
• - Equates to Project/Task
• - Available through on-line query.
• - Used for direct billing (Airfare,
  Lodging...)
• Expenditure Organization field, optional.
• - Defaulted to Computing Division level
  unless Expenditure Org (CD Dept)
  is specified.

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Oracle PA System ImplementationTravel

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• Travel Authorization
• and Expense Voucher
• FERMI NATIONAL
  ACCELERATOR LABORATORY
• TRAVEL AUTHORIZATION AND
  EXPENSE VOUCHER
• (See Front Page for Procedures
  Detailing Use of this Form)
• Employee ID ______N
  TRAVEL AUTHORIZATION SECTION Project
  Number (Required) __________________
• Visitor ID ______V
  
  Task Number (Required) ____________________
• Mail Station ____ Phone Extension ____
  
  Travel Code (Required) _____________________
• Expense Voucher Preparer ______________
  
  Expenditure Organization (Optional)____________
• Mail Station ____ Phone Extension ____
  
  
• __________________________________ of
  __________________________________________________
  _________
• Employee/Traveler Name
  Division/Section/Department
• From ____________________________ to
  ___________________________________________
  and return
• Departure Date _______________
  Return Date ______________ Travel Advance
  __________________

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Oracle PA System ImplementationWeb Queries and
Online Reports

• BSS
• Web Queries and Online Reports Menu

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Oracle PA System ImplementationWeb Queries and
Online Reports

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BSS Business and Financial Information
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• Oracle Project Accounting
• System Implementation
• Effort Reporting