Guest Post by
Srushti Gogate, Senior Associate Consultant, Infosys Limited
In the earlier blog we have got ourselves acquainted with the project based procurement for Inventory items using PJM. In this one, we shall throw some light on the below:
1. Inter and Intra project transfers.
2. Track customer orders for specific projects in combination with Oracle Order Management
Inter and Intra project transfers
Project transfers basically involve transfer of inventory material either within the project i.e. between different tasks of the same project or between two different projects. This is basically similar to sub-inventory transfers performed in Inventory the only addition being PJM facilitates transfer of material/inventory against projects.
Project transfers are typically used when common material purchased in bulk lying in the inventory needs to be used for specific projects as and when required. It is also used in case there exists excess material against a project which can be utilized for another project having similar requirement. PJM thus enables transfer of the material at a specific project locator to another project avoiding the need to purchase extra material.
PJ also facilitates mass transfers which allows users to transfer all the items from one project to the other. Either the on hand of all items can be transferred or all items of a specific item category from one project to the other.
Mentioned below are the steps to be followed for project transfers using PJM
1. Enter item that needs to be transferred, choose the sub inventory in which the on hand exists.
2. Enter the project locator at which the material is located (Row, Rack, Bin, From Project and Task Number)
3. Enter the To Project and task i.e. the project and task on which the material is to be transferred.
4. Save the transaction
5. This will increase the on hand for the item against the To Project and reduce the on hand of the From Project
6. Run cost collection manager to collect cost against project and then run transaction import.
7. This will result in cost getting collected against the respective projects.
Now that we have a fair idea about the integration of Oracle Projects with Inventory and Purchasing module enabled by PJM, we will look at the integration with Order management facilitated by PJM.
Track customer orders for specific projects in combination with Oracle Order Management
There does not exist a very tight integration between Oracle Projects and Order Management. PJM simply enables users to track customer orders against specific projects. This can be achieved by referencing the Sales Order Lines with project and task reference. This reference flows to the child shipment lines as well.
The billing however needs to be done either based on sales order lines or from Oracle Project Billing. Customization needs to be done in case the users need to achieve Sales Order based Project Billing.
PJM supports drop shipment where the PR/POs are created from Sales Orders with Project and task reference flowing from the Sales order lines. The project costs will be collected after PO receipt and then standard Order Management or oracle project billing functionality can be used for invoicing.
Order Management can also be used in order to process Project RMAs. Whenever a RMA line is created by entering Sales Order line, the project and task reference also flows into the RMA line. After this the RMA receipt is done for which the same project and task default into the project locator.
Thus this section tells us how PJM enables user to perform project transfers for Inventory items and track the customer orders against the project in conjunction with Order Management module