Where is the unbilled estimates table

Labor Distribution Amounts: Actual costs are calculated by your payroll system and returned to PeopleSoft Time and Labor after the completion of a pay run. PeopleSoft Project Costing considers all payable time that it receives to be additions to previously received time. PeopleSoft Time and Labor sends offsets in rare cases when there is updated actual time. Contractors are usually not paid through the payroll system. Depending on how your system is set up, labor-distributed costs could come into PeopleSoft Project Costing as vouchers from PeopleSoft Payables.

Estimates are subject to change in PeopleSoft Time and Labor until payroll costs are distributed. If rate adjustments or additional payments occur that were not originally recorded in the PeopleSoft Time and Labor system, they can be adjusted and published to PeopleSoft Project Costing as actual amounts. When the actual paid amount is processed, the system replaces PeopleSoft Time and Labor billing rows from estimate processing that have not been billed.

Changes to labor rows between actual processing and estimate processing can be any combination of the following:. For changes to a different project or activity key field, the original row from estimate processing is reversed.

For changes to source type, category, or subcategory non-key fields, original rows from estimate processing are reversed and an adjustment is created. For changes to quantity or amount, including fractional changes, delta rows are created.

At the business unit level, you can have different criteria for creating delta rows that are based on changes to quantity only, amount only, or changes to both quantity and amount. In some cases a large number of delta rows may be created. For example, if a business unit is set up for delta to amount, fractional changes may create many delta rows.

In such cases, you may summarize delta rows at the business unit level. When using billing estimates with Time and Labor summarization all estimates, regardless of being billed or not billed, are reversed when Project Costing receives actual payroll expenses. To research the technical details of any integration point used by PeopleSoft applications, refer to the online Interactive Services Repository found on Oracle's My Oracle Support website. This process is described in these set of steps:.

Create a chunking rule for each record group and then add the chunking definition to the subscribing nodes of the group. If you are publishing to one node, this setup is sufficient; however, if you are publishing to multiple nodes, you need to add routing PeopleCode to the channel. Ensure that you have set up as a time reporter in PeopleSoft Time and Labor each person who reports time to projects. Installation Options - Project Costing Integration. TL Installation. Project Costing Options.

Default analysis types for each inbound integration point are delivered with the PeopleSoft Project Costing system and specified on this page. You can override the default analysis types.

Talk to us about whether to allow other employees to use it, and how to set that up. To get there, either click the link in the vertical navigation bar or go to Customers Income Tracker. Four colored bars across the top of the screen represent unbilled estimates, open invoices, overdue invoices, and invoices paid within the last 30 days.

Each bar contains two numerical values: the number of transactions of that type and the dollar amount involved. QuickBooks defaults to displaying all types of transactions, but when you click on a bar, the screen changes to show only that type of transaction. You can also filter the table of transactions using the drop-down lists below the colored bars.

The Income Tracker is great for simply viewing groups of transactions; double-clicking on one will open the original form.

You can also open them by selecting an action to take. For example, open your estimates list and click on a transaction to highlight it. Then click the arrow next to Select in the Action column at the far right end of the row. When you make your selection and click OK, a completed invoice form opens, which you can then check over and save. Each transaction type supports a different set of actions. This can be edited to reflect a different amount, or you can just accept it as is, then save it.

You can even create a new transaction within the Income Tracker. Click on the arrow next to Manage Transactions in the lower left corner of the screen and select the form you want. You can then share that estimate with the customer. Project-based quote lines don't have to have any quote line details. Alternatively, they can have many quote line details. Quote line details are used to estimate time, expenses, or fees.

PSA doesn't allow for material estimates on quote line details. These are called transaction classes. Estimated tax amounts can also be entered on a transaction class. In addition to transaction classes, quote line details have a transaction type. If you used a PSA quote when you created a project-based contract, the estimate that you did for each quote line on the quote is copied to the project contract. The structure of a project contract is like the structure of project quote that has lines, line details, and invoice schedules.

Estimates can be done directly in a project contract, as in a project quote. For a project quotation, the estimate is done by using contract lines and contract line details. Contract line details can also be generated from a project plan that was created by using the bottom-up estimate approach. Contract line details can be used to estimate time, expenses, or fees.

Estimated tax amounts can also be entered on a contract line detail. The processes that are supported on a project contract are invoice creation and confirmation. Invoice creation creates a draft of a project-based invoice that includes all unbilled sales actuals until the current date.