This article describes how to complete the billing section during checkout in Oracle Procurement. When you submit a shopping cart to become a requisition in Oracle Procurement, the Billing section determines to which Project and/or Chart String your purchase will be charged.
In the Billing section outlined below, you will be entering data for Project Number, Task Number, Expenditure Item Date, Expenditure Type, Expenditure Organization, Contract Number and Funding Source and may have to use the Search function to locate the appropriate selection.
1. Obtain the Project and Task Number from your supervisor, fund manager, or PI.
2. In the Billing section, in Project Number, enter the Project Number.
3. Click anywhere outside the field.
4. In Task Number, click the dropdown arrow to select a Task Number.
1. This should default to a date a week in the future, but you may enter a date a week in the future if it doesn't populate automatically.
1. If you are purchasing from a supplier external to UC San Diego:
2. If you are purchasing from a UC San Diego department (e.g. STORE)
1. In Contract Number, click the dropdown arrow to select a Contract.
3. In Funding Source, click the dropdown arrow to select a funding source.
For additional guidance on checking out, please refer to KB0032058: How to Checkout in Oracle Procurement.
If you need any additional assistance, please submit a ticket here, or call the IPPS Help Desk at (858) 534-9494.