Overview

---

To order goods and services using request forms in Oracle Procurement, follow these steps:

1. Access Oracle Procurement:
   • Log in to Oracle Financials Cloud (OFC) at ofc.ucsd.edu using your Active Directory Single Sign On.
2. Click on Procure to Pay and then Purchase Requisition (New)
3. Navigate to Request Forms:
   • All Oracle Procurement request forms can be accessed by first selecting Purchase Requestions (New) and then selecting Requisition Forms.
4. Determine the Correct Request Form:
   • Review the table in the Oracle Procurement Request Forms blink page to determine which form is appropriate for your needs. Consider factors such as the type of goods or services, purchase value, and how the PO will close (e.g., Amount Based, Quantity Based).
5. Complete the Request Form:

For Amount-Based Forms, use when the PO will close for invoicing and receiving once the full amount has been invoiced. Suitable for recurring deliveries or when unsure whether quantity or amount is more appropriate.

For Quantity-Based Forms, use when the PO will close for invoicing and receiving once the full quantity has been invoiced. Suitable for one-time purchases of a specific quantity.

             6.Specialized Request Forms:

• • Equipment Maintenance Service Agreement: For equipment requiring regular service or maintenance over a specified period.
  • Specialty Gas and Hardware: For ordering gas mixtures or hardware not available in other search results.

           7. Enter Supplier and Details:

• • Enter your supplier in the drop-down box on the requisition form. If not available, please first check to see if they are registered in PaymentWorks. If they are not, please invite them to the platform.
  • Provide complete details of the product or service, including the total quantity and overall cost to be ordered.

             8. Attach Required Documents:

• • Be sure to include all necessary supporting documents with your submission. This typically includes a detailed Statement of Work (SOW) outlining the scope, deliverables, and timelines, as well as any vendor-supplied quotes to support the pricing of your order.
  • If ≥10k federal funds or ≥100k non-federal funds, attach Selection and Price Reasonableness Justification Form. If Supplier will have access to protected health information/personally identifiable information, use the Professional Services Form.

              9. Select Purchasing Category:

• • Choose the appropriate Purchasing Category; this will dictate the taxability of your order. You will be able to find a full list of purchasing categories and their taxability on the Purchasing Categories blink page.

             10. Complete the Billing Section

• • When you submit a shopping cart to become a requisition in Oracle Procurement, the Billing section determines which Project and/or Chart String your purchase will be charged. Consult your fund manager if you do not have access to the required billing information.

              11. Submit for Approval: After completing the form, submit it for approval.

Supplemental Guides

---

• Oracle
• Purchasing Categories Blink Page