LESCO ERP SUPPORT
201930057150-542925561340 LAHORE ELECTRIC SUPPLY COMPANY LIMITEDDocument ID: FD-UTG-21Project & Budget definitionPrepared by: ERP Financials Support Section,Lahore Electric Supply Company Ltd.LESCO Headquarter,22A- Queens Road, Lahore, Pakistan..pkTable of Contents TOC \o "1-3" \h \z \u 1.Project definition: PAGEREF _Toc308164130 \h 32.Budget Estimation of the Project: PAGEREF _Toc308164131 \h 123.Report: PAGEREF _Toc308164132 \h 144.How to View the Project Details: PAGEREF _Toc308164133 \h 175.How to View the Budget of Project: PAGEREF _Toc308164134 \h 21Project definition:After successful login ERP System, from the Navigator form select the D&D Office-Project Definition responsibility and select the Projects function.System will open the Find Projects form. Find the Template according to the Project Classification from the List of Values of Name field. In Oracle Projects, new projects are defined by using Templates. Templates have some default values of projects. Click List of Values of Name field.List of ValuesSystem will open the Project Names window.Select the Template and Press OK button. Click the Find button.System shows the Projects, Template Summary window. This window shows some default values of Template e.g. Project Type and Organization.To define the New Project, click Copy To button.System will open the Projects Quick Entry form.Enter the Project Number and Project Name in the relevant fields. Press OK button.System will create a new project and will show the Project in Projects, Templates Summary window.Click the Open Button.Enter the Long Name, Trans Duration i.e. Start and End date of the project and Description in the respective fields.Click on DFF (Descriptive Flex Field):DFFSystem will show the DFF (Projects) window.Enter the Memo#, Memo Date, Admin Approval # and Approval Date in the relevant fieldsSelect the Project Type from the List of Values. Note: system will show the fields as per the selection of the Project Type.In case of Deposit Work Project Type, system will show the Credit Advice #, Go-Ahead Signal Letter #, Go-Ahead Signal Date, Tech Sanction/Demand Notice #, Tech Sanction/Demand Notice Date and Constituency Name/ Location fields.Fill the fields and Click OK button. In case of Capital Work Project Type, system will show PC# / Proposal #, Work Order #, Scope of Work, Source of Funding and Feeder fields.Fill the fields and Click OK button.Save the record. Click on the “Change Status” Button and select Submitted from the list. Press OK button.System will change the status as Submitted and approval will be started.System will send the request to the Accounts officer of Assets Section for the Approval of the Project entered by Accounts assistant of Assets section.System will show the following notification to the Accounts officer of Assets section for approval.Accounts officer of asset section will click on the notification to see the details.System will show the following window to the approver for further action.Accounts officer will either approve or reject the Project.If Accounts officer approve the Project then System will send the request to B&AO of Assets section for the final approval.System will show the following notification window to the B&AO of Assets section.Click on the notification to take an action. System will show the following window.B&AO of Assets section will either approve or reject the Project.If B&AO approves the Project then status of the project will become approved and Accounts Assistant will receive notification about the action taken by B&AO.If the notification is rejected by either Accounts officer or B&AO, system sends the notification of “Project Rejected” to the Accounts assistant.To see the project work flow i.e. Approcal hierarchy of the project, click on Tools and select the Monitor Project workflows.Sytem will show the following window showing the actions taken by the requesters and approvers with status and time. Budget Estimation of the Project:In order to enter or view the Budget estimate of any project, select Budgets function from the Navigator window:System will open the Budgets form.Enter the Project Number in the Project Number field.Select the Estimate (B.O.Q) from the list of values of Budget Type field.Click on Details button to view the details of Budget Estimate. Select the Expense Type from the list of Resource Alias field.Enter the Estimated cost for the resource in the Raw Cost and Burdened Cost fields. Effective dates will be taken by the system from the effective dates (Trans Duration) of the Project and UOM (Unit of Measure) will be automatically filled according to the Resource Alias.Report: Click on View menu in Menu Bar and then click on Requests menu item.System will open the Find Request form and Click on Submit a New Request button.Select Single Request option and press OK button. Select the report LESCO Projects Allotment of Job Orders/Project Nos from the List of Values, fill the Parameters of the report and Press OK button. After submitting the report, click on Refresh Data button until the status of “Phase” field changed to “Completed”.To view Completed Report, press View Output button.How to View the Project Details:After successful login ERP Financials System, from the Navigator Form select the responsibility of “D&D Office - Project Definition”.Select the “Projects” function.System shows the Find Projects window. To find the defined Projects, click on List of Value in the Number Field.List of valuesEnter the Project Number in the Find field and click on Find Button. System will show the project detail in the list, select the required project and press OK Button. Find Projects window will show the Number, Name and Long Name of the Project. To view the details of the project click the Find Button.System will show the Summarized information of the Project on the “Projects, Templates Summary” and Click on Open Button to view the further details of the Project.System will open the “Projects, Templates” form and show the details of the project. The Discriptive Flex Field (DFF) on the form contains the Deposit Work / Capital Work details of the project. In order to view the further information of the project, select the Option Name from the “Options” area on this form and press the Detail Button. For example to view the Project Classification, select the Classifications Option Name and press Detail Button.System will open the Project Classifications window.How to View the Budget of Project:To view the budget of a Project click on Budgets Function from the Navigator window.System will show the Budgets formEnter the Project Number in the Project Number field. Select the Estimate (B.O.Q) from the List of Values of the Budget type field and click on Details button.System will open the Budget Lines form and show all the amounts with the relevant Expenditure Types. ................
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