How to Complete the Billing Section During Checkout in Oracle Procurement


Overview


When submitting 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. This article describes how to complete the billing section during checkout in Oracle Procurement

Critical Concepts


Steps to Take


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

Enter the Project and Task

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

Enter the Expenditure Date

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

Select an Expenditure Type

1. In Expenditure Type, click the dropdown arrow

2. In the dropdown menu, click Search at the bottom of the menu

3. At the top right of the Search dialog box, click Advanced

4. In the Search and Select Expenditure Type dialog box, in Description, select Contains

5. In Description, enter a keyword that describes your purchase

6. Click Search

7. Under Value/Description, select an appropriate result

8. Click OK

a. A full list of Expenditure Types can be found at bah.ucsd.edu > Budget & Finance tab > Projects & Awards Panoramas tab > Project Information Lookup Panorama > Launch, click on the Expenditure Type List tab

Enter the Expenditure Organization

1. If you are purchasing from a supplier external to UC San Diego

a. In Expenditure Organization, enter proc

b. Use the Tab or Enter key on your keyboard

2. If you are purchasing from a UC San Diego department (e.g. STORE)

a. In Expenditure Organization, enter the name of the department from whom you're purchasing

b. Use the Tab or Enter key on your keyboard

If using a Sponsored Project enter the Contract Number and Funding SourceĀ 

1. In Contract Number, click the dropdown arrow to select a Contract

  1. If there are multiple selections, ask your fund manager, supervisor, or PI which one is appropriate

3. In Funding Source, click the dropdown arrow to select a funding source

  1. If there are multiple selections, ask your fund manager, supervisor, or PI which one is appropriate

More information on checking out can be found in the How to Checkout in Oracle Procurement KBA or the Checkout Checklist PDF.

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Solutions Team at (858) 534-9494