Understanding the Project Financial Advisor Process
Before you can review projects and jobs, you must specify your data selection and generate the records that you want to view. You specify jobs, dates, user-defined columns, summarization method, sequencing, and other criteria.
You can generate and view records in real-time, or you can generate and save records to view at a later time. You can generate the records to view using these three methods:
Use the Work with Project Advisor Console program (P51X0200) to specify data selection, and then click the View Now button to view the records in real-time.
The system generates the records using the data selection and processing options that you set in the Work with Project Advisor Console program and automatically opens the Project Advisor Console program (P51X0210) so that you can view the results. When you use this method, you can preview the job records used in the data selection, and can use the QBE line and enhanced queries to refine the data set that you submit for processing.
The system does not automatically save the generated records when you use this method. If you want to save the records, you must click the View Now button to view the records on the Project Advisor Console form, and then click Save Results button on that form. A processing option controls whether the Save Results button appears on the Project Advisor Console form.
Use the Work with Project Advisor Console program (P51X0200) to specify data selection, and then click the View Later button to have the system generate and save records that you can view at a later time.
When you use this method, you can preview the job records, and can use the QBE line and enhanced queries to refine the data set that you submit for processing. A processing option controls whether you can use this option. If view later processing is not enabled, then the Work with Project Advisor Console form does not include the View Later button.
Run the Submit Project Advisor View program (R51X0300) from a menu, the Batch Versions program, or a job scheduler to generate and save records that you can view at a later time.
When you use this method, you use Data Selection and processing options in the Submit Project Advisor View program to specify the data to include instead of using the Work with Project Advisor Console program to specify selection criteria.
No matter which method you use to generate records, you view the records in the Project Advisor Console program (P51X0210). If you used the method that gives you a real-time view of the records, the system automatically opens the Project Advisor Console program when it completes record processing. If you used a method that saves records, you locate the saved records using the Project Advisor Console View program (P51X0310) and then select the set of saved records to view in the Project Advisor Console program.
When you generate records to view, the process retrieves job records from the Business Unit Master table (F0006). It also retrieves financial information according to the columns that you set up in the Project Advisor Console Column Definitions program (P51X90) and the Project Advisor Console Column Layouts program (P51X91). After you access the generated records in the Project Advisor Console program, you can save the generated records so that you can view them again later, or you can exit the program without saving the records. If you saved the view results, you can use the Project Advisor Console View program to delete the record sets when you are finished viewing a set of records.
The project financial management process retrieves cost and other financial information from the Account Balances (F0902) and Account Ledger (F0911) tables, and billing amounts from these tables:
Billing Detail Workfile (F4812)
Billing Workfile History (F4812H)
Customer Ledger (F03B11)
Invoices Summary Workfile (F4822)