AIM
MD.050 – PCC BILL RATES MAINTENANCE
TECHNIP
Author: Matthew Bezuidenhout
Creation Date: 10 April 2017
Last Updated: 14 September 2017
Document Ref: PCC-GBL-1696599-MD050
Version: 1.0A
Approvals:
Virginie Charrier (BPO APAC)
Virginie Lefort Nawrot (BPO NSC)
PCC-GBL-1696599-MD050
Document Control
Change Record
3
Date Author Version Change Reference
10 Apr 2017 Matthew Bezuidenhout Draft Initial Draft
11 August Mathew Bezuidenhout 0.2 Updated to include the billing concurrent program
2017
22 August Mathew Bezuidenhout 0.3 Update to include monthly event billing rate type
2017
14-Sep-17 Matthew Bezuidenhout 0.4 Udpate the PA Refresh Rates for Manpower Forecast
to get rates from Bill rate Webadi
12-Jan-18 Peter Duncan 1.0A Document numbering & naming convention applied.
Issued under Flexible Release 38, 15-Dec-17
Reviewers
Name Position
Michael Vasseur SSL
Virginie Charrier APAC BPO
Virginie Lefort Nawrot NSC BPO
Distribution
Copy No. Name Location
1 Library Master Project Library
2 Project Manager
3
Copy Number _____
4
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Company Confidential - For internal use only
PCC-GBL-1696599-MD050
Note to Holders:
If you receive an electronic copy of this document and print it out, please write your name on the
equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for
document control purposes.
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Contents
Document Control.......................................................................................................................2
Overview.....................................................................................................................................4
Basic Business Needs...........................................................................................................4
Generate Billing Based on Custom Rates....................................................................................5
High Level Design Overview.................................................................................................5
Generate Billing Based on Job Bill Rates..............................................................................6
Open and Closed Issues for this Deliverable...............................................................................9
Open Issues..........................................................................................................................9
Closed Issues........................................................................................................................9
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Overview
Basic Business Needs
General Overview
The following requirements was identified to improve the Reimbursable Billing
Process:
Generate Billing Based on Job Bill Rates for Overtime, Standard time,
Maximum Hours and Minimum Hours.
For the Job Bill Rates and Job Billing Title a WebADI is used to maintain the billing
information.
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Generate Billing Based on Custom Rates
High Level Design Overview
PA Apply PCC Bill Rates on
Expenditure Items
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Generate Billing Based on Job Bill Rates
By enabling the Project Classification Use Job Billing Rates the billing process will use the Custom Bill Rates assigned to the project using the PCC Bill Rates WebADI. The
concurrent program PA Apply PCC Bill Rates on Expenditure Items will be used to generate the billing rates based on Custom Bill Rates set in the Maintain PCC Bill
Rates Webadi. The standard Oracle Billing process will be used to generate revenue and invoicing but will use the rates generated by PA Apply PCC Bill Rates on
Expenditure Items and set in the PCC Bill Rates WebADI for the project.
The webadi will have the following layout:
Header
Project Number 00000C001
Detail
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Required /
Column Name Description Read Only
List of Tasks, all levels higher levels will be applicable to lower
Task levels No
Resource Type Employee / Job / Role / Non-Labour / ABS / CBS Yes
Resource Employee / Job / Role / Exp Cat / Exp Type / ABS / CBS Yes
List of Jobs from the PA Job List and saved to the standard Job
Job Override Override Field No
Freetext Job Title Override to be saved in the standard Job
Job Override Title Override Title Field No
Bill Currency Default Project Billing Curreny Yes
Bill Method Hourly / Daily / Schedule / Markup/ Monthly Event Yes
If Billing
Method is
Standard Rate Schedule List of Rate Schedules assigned to project and available to OU Schedule
If Billing
Method is
Overtime Rate Schedule List of Rate Schedules assigned to project and available to OU Schedule
Min Billable Hours Minimum Hours Required to start billing per employee No
If Billing
Method is
Standard Hours Standard Hours per day Hourly
If Billing
Method is
Standard Bill Rate Standard Bill Rate Hourly
If Billing
Method is
OT Bill Rate Overtime Bill Rate Hourly
If Billing
Daily Hours Number of hours considered for Daily Rate Method is Daily
If Billing
Daily Rate Daily Billing Rate Method is Daily
If Billing
Method is
ST Markup% Standard Time Markup % Markup
OT Markup% Overtime Markup %
If Billing
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Method is
Markup
Start Date Effective Start Date of the Rate No
End Date Effective End Date of the Rate No
PAAF Reference Free-text Field No
If Billing
Method is
Serial Number Serial Number for monthly billing event planning resource Monthly Event
Override Reason Free-text Field No
Validations:
Cannot have a standard and daily rate
At least a standard, daily rate or markup is required for each line
Only 1 value is allowed for rate or markup, combination of rate and markup is not allowed
When selecting Non-Labour, ABS or CBS as resource, on markup can be used
Only Monthly Event can be linked to Serial Number
Standard Rate should be populated if Billing Method is Monthly Event
Calculations:
Do not bill any hours per day less than the Min Billable Hours
Do not bill more hours per day as the Max Billable Hours
Bill Standard Hours up to the Standard Hours value using the Standard Rate
Bill Overtime Hours (Actual Hours - up to the Max Billable Hours using overtime rate
Bill Standard Hours using Daily Rate for hours up to daily hours
Bill Overtime Hours above the Daily Hours up to the Max Billable hours if overtime rate exists
System will only sum hours no revenue distributed for same day
If no rate set, here the standard oracle priority will be used, role, override, employee, job
Bill Method LOV is Rate Schedule, Hourly Rate, Daily Rate or Markup
Proprate the standard rate for Monthly Event billing method
Use standard hours as MPF actuals for revenue qty if Monthly Event billing method is used, if not populated
use the MPF monthly average hours
Splitting of Hours:
The billing process will automatically split hours as Standard / Overtime / Non Billable Hours
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Concurrent Program:
The PA Apply PCC Bill Rates will be used to generate billing based on custom bill rates set in the PCC Bill Rates
Webadi
Parameters:
Project: Project Number for which the program need to run
Invoice Date: Cut-Off date for revenue and invoice generation
Report Only: To only run a report to report the custom rates being used, option Yes or No
If no is selected the program will generate bill rates, if Yes is selected only a report will be
generated with the bill rates generated against expenditures
The report provide the following information:
Exp Item Id Quantity Std Hours OT Hours Std Rate OT Rate Bill
----------- -------- --------- -------- -------- ------- ------
29283521 7.5 7 .5 200 250 82
29283520 7.5 7 .5 200 250 82
29283519 7.5 7 .5 200 250 82
Monthly Event billing method:
An event will be created when running the “PA Apply PCC Bill Rates “ Program, user will still need to generate draft
revenue and billing as per the standard process
The event amount will be prorated to the start and end date of the rate line
When updating actuals in the MPF we will assign the events billed to the planning resource selected in the bill line
using the serial number
Actuals hours will be prorated based on the standard hours entered in the billing webadi, and if no hours entered it
will use the MPF average hours of the planning resource
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When a Monthly Billing Method is selected the user also need to set the planning resource serial number in the billing
rate line
Custom Table:
The bill rates for expenditure items are stored in a separate custom table xxpa_pcc_ei_bill_rate_line_map.
Instead of splitting the expenditure item, the standard hours and overtime hours are stored as separate
records in xxpa_pcc_ei_bill_rate_line_map. The columns are explained below:
o expenditure_item_id – ei id
o bill_rate_line_id – corresponds to xxpa_pcc_bill_rate_lines.line_id. Used to identify the webadi record
from which the rates are derived for the exp item
o std_hours -- The max. no of hours for which Std Rate/Markup will be applicable.
o Bill Rate – Rate to be used
o Markup percent – markup percent to be used
o Request id: Request id that created the record.
o record_type : This can have below values
MIN_HOURS_NOT_BILLABLE : EI not billable, its quantity < min billable hours
MAX_HOURS_NOT_BILLABLE : EI not billable, its quantity > max billable hours
RATE_STD : Rate that can be used for EI upto quantity <= Std Hours
RATE_OT : Rate that can be used for EI for quantity > Std Hours
MARKUP_STD : Markup that can be used for EI upto quantity <= Std Hours
MARKUP_OT: Markup that can be used for EI for quantity > Std Hours
Task_id will be -1 for project level records
The concurrent program “PA Refresh Rates for Manpower Forecast” is modified to pick up the bill rates from pcc bill
rates setup if the Use PCC Bill Rate classification is set
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Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact
Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact
Date
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