How to Set Up PPM Recurring Billing


The article describes how to set up PPM Recurring Billing. Recurring billing allows users to set up a contract in Oracle for bills to automatically generate per a designated Bill Cycle frequency; this will auto-create an Event to trigger the Invoice as per the timing set in the Billing Cycle. This is an ideal solution for regular, fixed-price "no-touch" invoicing to Customers.

Essential Information



Next Steps

Amending a Contract for Recurring Billing

1. Log into Oracle Financials Cloud (OFC) using single sign-on.

2. Select Projects and Awards, then click on Contracts.

3. Search the desired contract and open by selecting the contract Number hyperlink.

4. Open the Actions drop-down menu in the upper right-hand corner and select Amend.

5. Enter the Amendment Effective Date (today's date or contract End Date if already passed).

6. Scroll down to the Additional Information section, and enter the desired amount in the Recurring Invoice Amount field.

7. Select the Billing tab.

8. Under the Bill Plans section, open the Bill Plan by selecting the hyperlink.

9. Change the Method Name field to Recurring Billing.

10. In the Invoice Information section, change the Billing Cycle to the desired frequency for how often the system will auto-generate the Event and then auto-generate the corresponding Invoice.

11. Save and Close

12. Under the Revenue Plans section, open the Revenue Plan by selecting the hyperlink.

13. Change the Method Name field to Recurring Revenue.

14. Save and Close

15. Submit for approval, then Save and Close.

Crediting an Event

1. In the Oracle Home page, select Projects and Awards, then click on Contract Invoices.

2. Open the right-hand task pane, and under Review and Adjust, select Manage Events.

3. Under Search Results, select the + sign.

4. Enter the following information:

5. Save and Close


Q: What if the recurring amount changes after a period of time? (e.g., Year 2 should be 10% more than Year 1 amount)

A: Amend the contract when the recurring invoice amount should be changed, i.e., at the end of Year 1.

Q: How do I initiate a credit memo for recurring billing?

A: Users are unable to edit recurring events, so users need to create an ad hoc event with the credit as a negative amount. Users can run Generate Invoices job or allow the scheduled job to run, which will pick up the negative event and will combine it with the Recurring Amount, creating an invoice for the difference.

Q:  What is the best practice for submitting recurring Draft Invoices?

A: Users should submit the Draft Invoice between the time it is created and before the next recurring Event is to be created.

  1. [Internal]: If the hard limit has been met, the system will continue to create Billing and Revenue Events based on the Bill Cycle, but no invoices.


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