How to Process Transactions in the RMP Recharge Application


This article describes how to process recharges transactions through the RMP Recharge Application. The RMP Recharge App is to be used for Recharge Operations, Recharge Mechanisms such as Auxiliaries, and Recording Differential Income and Equipment Depreciation. You can reference, KB0033794: RMP App Best Practices. Additionally, Cost Transfers should not be processed as a recharge; please see, KBA0033191: Cost Transfer Guide. Recharges are used to recover costs when one UCSD Department provides a service/product to another UCSD Department for a fee as an institutionally approved Sales and Service Activity  Recharge Cost Recovery, sometimes referred to as Internal Revenue or Recharge Income, is not reported the same way on Financial Statements as External Revenue nor is it recognized as Revenue. The credit for a Recharge is not accounted for as Revenue, but as Cost Recovery; negative Project Costs. 


Essential Information

Next Steps

  1. Clearly bookmark the RMP DEV (test) site and the RMP PROD (live) sites
  2. Download the RMP Import Template, Save As, and populate content
  3. Ensure you are on the correct tab before importing the file
  4. Excel Import Batch
    • A unique identifier referenced in the RMP Recharge App only 
    • Do not enter a generic name; recommended format is [Document Entry name] [Date] [Number], Example = HDH 2020-10-06 1 
    • 35-character limit
  5. Charge Description 
    • Description of what was charged 
    • 200-character limit 
    • Avoid special characters and formatting such as line breaks
    • Visible in OFC: Projects > Costs > Manage Project Costs > View > Columns > Add Comments column. Access to Manage Project Costs is dependent on role.
  6. Customer Project Number
  7. Customer Task Number 
  8. Customer Funding Source Number 
    • Populate if Customer Project Number is sponsored, otherwise leave blank
  9. Expenditure Type:
    • Must be an exact match to what exists in Oracle. Reference the Expenditure Type Report
    • Differential Income or Equipment Depreciation: update with associated Expenditure Types. 774010 - Differential Income Transfer to Reserve or 774010 - To/From Renew/Replace Equipment Reserves 
  10. Revenue Expenditure Type
    • If blank, automatically defaults to 775000 - Recharge Income Self Supporting Activities – Credit 
    • Differential Income or Equipment Depreciation: update with associated Expenditure Types. 774010 - Differential Income Transfer to Reserve or 774010 - To/From Renew/Replace Equipment Reserves
  11. Provider Project Number: Recharge organization’s Project Number
  12. Provider Task Number: Recharge organization’s Task Number
  13. Dollar Amount: Amount being charged to the customer
    • Do not include leading dollar sign ($) 
  14. Service Date
    • Date that good were provided or services were rendered 
    • Appears in Oracle as the Expenditure Date
    • MM/DD/YYYY format 
  15. From Import Charges From Excel, click Choose File to search for the file. Once loaded, select Import Charges, then Submit Active Charges to OFC 
  16. Once the transaction shows as "Submitted" in the RMP App, validate that the batch was successfully loaded in Oracle. See How to Confirm Transactions in Oracle

Transaction Verification & Reporting

  1. Manage Project Costs accessed through Oracle
    • Access is dependent on having the UCSD GL Inquiry and Reporting JR role in Oracle. See KBA0032240: How to request the GL Inquiry and Reporting Role 
    • Pathway: Projects > Costs > Tasklist (paper icon on the right menu) > Manage Project Costs 
    • Select Advanced to search by Batch Name (use dropdown quantifier Contains), Transaction Number, Expenditure Type, etc.
    • Optionally, save the Advanced search with Expenditure Batch quantifier changed so it's the default search. 
    • Add desired fields (e.g., Comments) by clicking View dropdown > Columns 
  2. Project Information Lookup Panorama accessed through Business Analytics Hub
    • Validate the Project/Task (and Funding Source) values
  3. UCSD-BIP Project Costs Detail Report accessed through Business Analytics Hub
    • The more criteria that can be provided, the faster the report will run (e.g., Transaction Source = UCSD RMP Recharge App)
    • The report may take minutes to run; recommend running it and taking a break 
  4. Unprocessed Transactions Report accessed through Reports & Analytics
    • Export the data to filter and format; reference column: Document Entry
    • A single transaction may be referenced multiple times, one per error. Note the Unprocessed Transaction Reference as the unique identifier of a transaction.
    • Reference MCI Import File Best Practices and Error Handling
      • Written for troubleshooting MCI file import, but some error messages/troubleshooting may apply 
    • Submit Service & Support ticket to request processing or deleting an unprocessed cost 
  5.  Additional reports accessible through Business Analytics Hub
    • UCSD-DSH Project Panorama (PPM Project Balances and GL Project Balances tabs)
    • UCSD DSH Project Balances with Expenditure Dashboard
    • Faculty and Researcher Panorama


Additional Information

Supplemental Guides

To submit a ticket regarding PPM File Submissions, select the following options:  


If you need any additional assistance, please utilize the Community of Practice or submit a ticket here.