Oracle ERP – Project Management
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Oracle PPM- Project Closure Control
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Oracle PPM- Project Closure Control
Hi Gents,
I have a requirement to put control on Project Closure if there are any open AP/PO transactions.
How can we achieve this?
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1 Reply
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Hi Ashukh,
I can help guide you through that! In Oracle Cloud, you can set up controls for Project Closure by configuring the Project Controls module. You’ll want to define rules that prevent closure if there are any open Accounts Payable (AP) or Purchase Orders (PO) transactions related to the project.
Here’s a step-by-step process you might follow:
- Navigate to the Project Controls module.
- Go to the ‘Manage Project Closure Rules’ section.
- Define a new rule specifying that projects cannot be closed if there are open AP/PO transactions. You can do this by setting up a condition that checks for any outstanding transactions.
- Apply this rule to the relevant projects or project templates.
- Test the rule to ensure it works as expected by trying to close a project with open AP/PO transactions.
Keep in mind that the specific navigation and options might differ based on the version of Oracle Cloud you’re using. Are you comfortable with configuring rules or would you like a bit more guidance on this?
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