Overview

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This article displays how properly purchasing inventorial equipment in Oracle Procurement. 

Essential Information

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• Use the checklist below as a guide to confirm what you are buying is Inventorial Equipment:
  • The equipment is or will be to be owned by or be in the custody of UC San Diego.
  • Has a total acquisition cost of $5,000 or greater (total cost includes the costs needed to get the asset ready for use, such as sales tax, shipping, components, and any installation costs).  
  • Qualifies as tangible personal property. Is not disposable or consumable.
  • Stand-alone (free standing, complete in itself).
  • Has a useful life of more than one year.
• If you are unsure whether or not what you are purchasing qualifies as inventorial equipment, ask the PI, Lab Manager, Professional Buyer, or Equipment Management.
• Create your requisition using the appropriate Goods Request Form in Oracle Procurement.
  
  • KB0032726: Overview of Request Forms in Oracle Procurement
• For additional instructions on checkout, refer to our articles below:
  
  • KB0032058: How to Checkout in Oracle Procurement
  • KB0033177: How to Complete the Billing Section During Checkout in Oracle Procurement
• For additional instructions on obtaining a UCID number and the tagging process, refer to Blink.

Next Steps

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Check the Inventorial Equipment Box

Perform the below steps on each line item on the requisition required to place the equipment into service/use (i.e. components, installations, software, etc.)

1. In the cart, highlight the desired line item.
2. Click the delivery truck icon.
3. Scroll down to Billing, click on the Three Dots, select Edit, scroll down and click the Inventorial Equipment box.

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Add a Note

1. In the cart, highlight the desired line item.
2. Click on the Pencil Icon.
3. Scroll down to the Note section.
   1. In the header of the Note, enter EQM.
   2. In the body of the Note, indicate which line items are associated with inventorial equipment and provide any additional information.
      
      1. Example 1: All lines make up one piece of equipment
      2. Example 2: Lines 4, 5, 6, and 7 are necessary components for the equipment on line 1
      3. Example 3: (shown above): All lines create three separate inventorial instruments Mfr: Advanced Technologies Consultants (ATC), Model: Universal Robot 3e