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    Oracle 11i and R12 Time and Labor (OTL) Timecard Configuration (Doc ID 304340.1)

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    krishna
    The document discusses the configuration and setup of Oracle Projects Time and Labor (OTL) module. It covers defining responsibilities, security profiles, elements, policies, and other important OTL configuration steps. It also discusses integrating OTL with Projects Accounting and generating revenue and invoices in the system by running various concurrent programs.

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    Oracle 11i and R12 Time and Labor (OTL) Timecard Configuration (Doc ID 304340.1)

    Uploaded by

    krishna
    149 views17 pages
    The document discusses the configuration and setup of Oracle Projects Time and Labor (OTL) module. It covers defining responsibilities, security profiles, elements, policies, and other important OTL configuration steps. It also discusses integrating OTL with Projects Accounting and generating revenue and invoices in the system by running various concurrent programs.

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    Oracle time and Labour

    Original Title

    Otl

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    The document discusses the configuration and setup of Oracle Projects Time and Labor (OTL) module. It covers defining responsibilities, security profiles, elements, policies, and other important OTL configuration steps. It also discusses integrating OTL with Projects Accounting and generating revenue and invoices in the system by running various concurrent programs.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    149 views17 pages

    Oracle 11i and R12 Time and Labor (OTL) Timecard Configuration (Doc ID 304340.1)

    Uploaded by

    krishna
    The document discusses the configuration and setup of Oracle Projects Time and Labor (OTL) module. It covers defining responsibilities, security profiles, elements, policies, and other important OTL configuration steps. It also discusses integrating OTL with Projects Accounting and generating revenue and invoices in the system by running various concurrent programs.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 17

    Oracle 11i and R12 Time And Labor (OTL) Timecard Configuration (Doc ID

    304340.1)

    http://projectsaccounting.com/oracle-projects-otl/oracle-projects-information-in-otl.html

    http://ora17hr.blogspot.in/search?q=Time+and+Labour

    TIME AND LABOR Part 30 Oracle Time and Labour Setup's

    Part 30.Define OTL Responsibilities and User ID

    Part 30.2 Security Profile Setup for OTL

    Part 30.3 Defining Elements like PTO, Holiday Hours, Sick Time...etc

    Part 30.4 Linking the Elements

    Part 30.5 Defining the Holiday Calendar

    Part 30.6 Defining Shifts, Work Plan, Rotation Plan, Earning Group

    Part 30.7 Defining Policies, Premium Eligibility, Shift Differential policy, Earning Policy

    Part 30.8 Assign the Time Information to the Employee

    Part 30.9 Define the Element set for the OTL

    Part 30.10 Defining Recurring Period

    Part 30.11 Generate Flexfield Mapping

    Part 30.12 Defining Alternative Names, Approval Period, Time Entry Rules, Approval Style,
    Retrieval Rules

    Part 30.13 Defining Preferences: Self Service, Time Store

    Part 30.14 Creating Eligibility Criteria

    Part 30.15 Entering Time Sheet from Employee Login

    Part 30.16 Time Cards Approval

    Part 30.17 Transfer Time from OTL to BEE


    Part 30.18 Running the Payroll using Time Sheets

    Profile Options in OTL


    A system profile is a set of changeable options that determine how (or whether) a
    particular function runs.

    Profile Options Table and Descriptions

    Configurable Value
    Profile Level Values (Default value in bold) Required?

    HR: OTL Absence Site Yes No


    Integration Setup No

    HXT: Approver Required Site, Application, Yes, No No


    Responsibility,
    User

    HXT: Adjust Overtime To Site, Application, YesNo, No


    Previous Timecard Responsibility,
    Within Same Workweek User

    HXT: All / Selected Site, All Earning Categories Selected No


    Earning Categories Responsibility, Earning Categories
    User

    HXT: Allow HDP Site, - No


    Definition In Minutes Responsibility,
    User

    HXT: Batch Size Site, Application, 25, positive integers Yes


    Responsibility,
    User

    HXT: Compare Special Site No


    Rules Evaluation

    HXT: Holiday Hours from Site, Application, Yes, No Yes


    Holiday Calendar Responsibility,
    User

    HXT: Hours per Year Site, Application, 2050, Positive integers Yes
    Responsibility,
    User

    HXT: Limit Hour Site, Application, Yes, No No


    Deduction on Shift Responsibility,
    Premium User

    HXT: Merge Batch Site, Application, Yes, No Yes


    Timecards Responsibility,
    User

    HXT: Overtime Site


    Functionality on Holidays

    HXT: Rollup Batch Hours Site, Application, Yes, No Yes


    Responsibility,
    User

    HXT: Include Premium Site, Application, Yes, No Yes


    Hours to PA Responsibility

    OTL: Allow Additional Site, Application, Yes, No No


    Details on Time Entry Responsibility
    Page

    OTL: Allow Change Responsibility, Yes, No No


    Group Timekeeper User

    OTL: Allow Creation Responsibility, Yes, No No


    Public Templates User

    OTL: Allow TK Locking of Site, Application, Yes (at the site level), No Yes (if using
    Queried Records Responsibility, TK)
    User Note: Ensure that you set this
    profile option to Yes if you use
    Absence Integration
    OTL: Archive Restore Responsibility 100 Yes
    Chunk Size

    OTL: Consider DayLight Site, Application, Yes, No No


    Saving Time Responsibility

    OTL: Defer Approval Site, Yes, No Yes


    Process on Timecard Responsibility,
    Submission User

    OTL: Defer Data Site, Yes, No No


    Collection for Time Entry Responsibility,
    Detail Report User

    OTL: Enable Diagnostics Site, Yes, No No


    on Time Entry Detail Responsibility,
    Report User

    OTL: File Separators for Application, , (comma), ; (semicolon) Yes


    the Import Export Responsibility,
    Functionality User

    OTL: Max Errors Application, Positive integers No


    Responsibility,
    User

    OTL: Max Errors in Responsibility 500 Yes


    Validate Data Set

    OTL: Minimum Age of Responsibility 6 Yes


    Data Set for Archiving

    OTL: Number of Past Application, 365, Positive integers Yes


    Days for Which Retrieval Responsibility
    Considers Changes
    (days)

    OTL: RDB - Default Site, Application, Payroll No


    Application Responsibility, Projects
    User
    OTL: RDB - Run Post Site Yes No
    Retrieval Snapshot No
    Automatically

    OTL: Timecard Operating Site, Application, HR Assignment, MO: Operating No


    Unit Source Responsibility Unit (Profile Option)

    OTL: Transfer Batch Size Site, Application, Positive integers Yes


    Responsibility,
    User

    OTL: Transfer to OTLR Site BEE only, Both OTLR and BEE, Yes
    and/or BEE OTLR only

    OTL: Use Upgraded Site Yes No


    Retrieval Process No

    OTL: Default Approval Responsibility, Approve, Reject, Skip Yes


    Action for Mass Timecard User
    Approver

    7. Integration with OTL

    Application: OTL

    N: Time - Create TimeCard.


    Select Period.

    Give Project, Task, Type & Timecards

    Click on save and continue and submit. then close the form.

    Logout from services/welcome.

    Login Dgray/welcome. click on workflow and click on Notifications.


    Select the check box and click on open

    Click on approve on Right side in the form and Logout.

    Login into services/welcome.

    Run “PRC: transaction import” source: Oracle Time and Labor


    When you run above concurrent program, time sheets come to projects from OTL.

    Open expenditure inquiry window & see allocated time slots with amounts.

    Click on find.
    Click on Item details.

    Click on ok
    To generate debit accounting entry, run following concurrent program.

    “PRC: Distribute Labor Costs”

    Click on ok.
    To generate credit accounting entry, run following concurrent program.

    “PRC: Generate Cost Accounting Events”

    In expenditure inquiry window, we can see generated debit and credit account by clicking on item
    details button.
    If we want to interface labor costs to GL, then we have to Run “PRC: Create Accounting” concurrent
    Program and specify parameter as Labor Cost.

    If you get any error at the time of running “PRC: Create Accounting”, you can run another concurrent
    program. i.e. “Validate Application Accounting Definitions”. and also Check the whether the Periods
    are opened are not in related modules.
    N: Tools tab - View Accounting.

    8. Generation of Revenue and Invoice.

    Revenue generation:

    Run “PRC: Generate Draft Revenue for a Single Project”


    If you want to see how much amount or revenue is generated, you can see it in view output.

    Review Revenue.

    N: Billing - Revenue Review.


    click on open and click on Release.

    then the Status is changed from unreleased to released. then close the form.

    If we want to Transfer Revenue to the GL, we have to release the revenue. and Run PRC:Generate
    Revenue Accounting Events concurrent Program. and also Run PRC:create Accounting concurrent
    program .
    if we check the Revenue status under Revenue Review window. Revenue Status is Accepted.

    To generate invoice, we should run the program

    prc: Generate Draft Invoices for single Project.

    If we have more projects then we can run PRC: Generate Draft Invoices for Range of Projects.
    After this we need to see the invoice review window, and click on Approve and click on Release while
    releasing you have to specify the AR Invoice number : specify any number and check the status. Status
    is Released.

    After this we need to Run PRC: Interface Invoices to Receivables

    Note: while running the above Program we have to give parameters which we have copy the Project
    Number, otherwise that program will not work.

    then we will go to AR.

    After this we need to Run the concurrent program in AR i.e Auto Invoice Import program.

    Then Open the Transactions workbench and Query the Invoice with GL Date.

    Then go to Tools - create Accounting. View Accounting.

    Then Check the status in Projects Invoice Review, The Status is Changed to Transferred to Receivables.

    Then again Switch to Projects Module and Run the Program PRC: Tieback Invoices from Receivables.

    Then Check the status in Projects Invoice Review, The Status is Changed to Accepted in Receivables.

    Note: In projects after creating the Invoice the status are Unapproved -> approved -> released ->
    Transfers to Receivables -> Accepted in Receivables.

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