Entering a New PR or XC
(click on picture for large view)
This is a special form just for entering new tracking records into the PR_TRACKER table. It needs to be filled out completely, or it may refuse to be saved into the table -- in which case you either complete the information or delete the new entry.
You use this form whether you are entering a new Cross-Charge, Purchase request, or Purchase Order. For all three of these you need to specify the "Oracle string", the Budget Category(s), a description, and an amount.
Oracle String: this should come straight from Oracle (copy/paste) but you can build it if necessary. It has a structure or 3-3-6-5-3-6 representing Company-Location-Department-Account-Subaccount-Project. The system will look up these codes and fill in their descriptions. It also uses this information to automatically set the Budget Category -- if the Budget Mode is one of the four "standard" modes.
The Budget Categories will show Titles in accordance with how this budget Mode has been configured. For each Category being used, you must select a valid category from the lookup list for that category.
You can enter any description desired -- but not leave it blank.
When you enter the amount, the default Conversion Code is USA. You can change that to any code on the lookup list, and the system will convert the amount to the USD equivalent (the Conversion Rates remain the same for the entire year).
Also when you enter the amount, you can, if needed, spread the amount over up to four future quarters. You can do this either by dollars or by percents.
Another aspect of this form is that you must specify a line number for each record. For a PR with multiple line numbers, you enter separate information for each line number. Then to do the next line, you can stay on this form and use the * button at the lower left to go to a new blank record.
For Cross-Charges, you turn ON the Cross-Charge? checkbox at the top of the form: new fields will appear at the lower right, and the words Cross-Charge will be entered into the PR number field.