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 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. Click the line item.
2. In Checkout, in Billing, scroll to the right and click the Inventorial Equipment box.

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Add a Comment

1. In Attachments, click +
2. In Type, select Text
3. In Category, select Miscellaneous.
4. In File Name or URL, 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
5. In Title, enter EQM.