Frequently asked questions for PPM Billing
The following Oracle Fusion Project Billing FAQ (PPM) covers common questions related to invoices, billing transactions, events, and revenue recognition.
Check here-How to create a project and import cost to the Project in Oracle Fusion PPM R13
oracle-fusion-projects-billing-faq ppm
1. Why can’t I locate an invoice?
Access to invoices is controlled by business unit. You can only see invoices tied to contracts in your assigned business unit.
2. What happens if I search for an invoice by project?
Your view will show only invoice amounts related to that specific project — not others linked to the same contract.
3. What’s the difference between the queried amount and the invoice amount?
- Queried amount: Transactions for the project used in your search.
- Invoice amount: Total transactions across all contributing projects.
4. What’s the difference between intercompany and interproject billing? (oracle-fusion-projects-billing-faq ppm)
- Intercompany billing: Transfers costs and revenue between organizations.
- Interproject billing: Transfers costs between projects under an interproject billing contract.
5. What’s the difference between associated and transaction tasks?
- Associated task: The task tied to a contract line.
- Transaction task: The task where the cost is actually charged.
6. What happens if I change a billable expenditure item to nonbillable?
It’s excluded from invoice and revenue generation; any existing billing transactions are deleted.
7. Why can’t I create a billing transaction?
If a billing transaction already exists automatically, change the transaction creation method to manual to create one yourself.
8. When do I create manual billing transactions?
For expenditure items created after invoice generation. They must be manually added for inclusion in future invoices.
9. What happens if I delete a billing transaction?
The invoiced amount and percent billed are updated, and the consumed amount resets to zero. If released, the transaction is marked for adjustment.
10. Why can’t I preview an invoice?
The bill plan is not linked to an invoice template. Ask your contract administrator to attach one.
11. What happens if I delete an invoice?
Deleting a draft invoice removes all associated data. Released invoices retain partial billing transactions, with balances adjusted.
12. Can I delete an event?
Yes, if it’s unprocessed. Invoiced or revenue-recognized events cannot be deleted.
13. How can I change soft or hard limits for billing or revenue?
Contact your contract administrator to amend billing controls and update limits.
14. How can I change transaction types for invoicing or recognition?(oracle-fusion-projects-billing-faq ppm}
Ask your contract administrator to edit billing resources in the contract’s billing controls (requires draft or amended status).
15. When do I recalculate currency conversion for an invoice?
When you encounter exceptions in Receivables due to currency conversion errors.
16. How can I release invoices automatically?
Enable the Automatic Invoice Release option in the contract’s billing region.
17. When should I recalculate billing extensions?
If invoice adjustments affect the billing extension amount, recalculate before submitting for approval.
18. How are taxes calculated in Project Billing?
Taxes are calculated in Accounts Receivable (AR) after invoice transfer. For issues, log an SR with Oracle Fusion Tax.
19. Where are UBR/UER reports found?
Oracle Fusion Billing doesn’t include standard UBR/UER reports. Use Manage Billing Offsets UI instead.
20. Why does the Revenue Execution Report only show exceptions?
This is a known Oracle issue under enhancement request ER.21854478 — a fix is expected in future updates.
Check here period close best practice for Oracle fusion PPM
Conclusion
Implementing these Project Billing Best Practices and a robust Oracle Fusion Projects Period Close framework ensures financial integrity, improves reporting accuracy, and enhances compliance across business units.
By combining automation, structured workflows, and a clear checklist, organizations can shorten close cycles, reduce errors, and gain real-time insight into project financials — all within the powerful ecosystem of Oracle Cloud Financials.
