Overview

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The Moving Services Recharge Lookup Tool allows departments to quickly view recharge details for completed Moving Services jobs. This includes:

• Moving Services Requests (MSV)
  • Campus move requests: submitted through the Logistics Portal
  • Freight shipping services: whether the job required uncrating only or full service (uncrating plus delivery to the department’s preferred location)
• Surplus Transfer Requests (STR)
  • Surplus disposal: when materials or equipment are being transported for disposition through Surplus 

NOTE: Moving Services does not support relocations outside of UC San Diego campus locations.

 

Critical Concepts

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• This tool is refreshed daily at 7 AM PST
• To use the tool, you will need one of the following: 
  • Original Transaction Reference (MSV or STR) 
  • Project Number and Date Range

Steps to Take

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Option 1 - Search by Original Transaction Reference (MSV or STR)

1. Make sure you are on the Moving Services Recharge Lookup Tool tab
2. From the dropdown, select your Original Transaction Reference (MSV or STR) 
   

   

    

3. Click the View Recharge Details button 

   

    

4.  You will be navigated to the Moving Services Recharge Detail Report, which includes:
   
   Customer Information: Who requested the item(s), their contact information, job type, and job location 
   Original Transaction Reference: Linked to the purchase (MSV or STR) 
   Expenditure Date: Date that the job was charged 
   Financial Information: Project number, task number, and funding source
   Service Information: Hourly rate, total hours worked, and any applicable add-on charges such as urgent fees, long distance charges, or square footage 
   
   

Option 2 - Search by Project Number and Date Range 

1. Make sure you are on the Moving Services Recharge Lookup Tool tab
2. Enter a Start Date and End Date
3. From the dropdown, select your Project Number
4. Click the View Recharge Details buttonNote: If no button appears, try expanding your date range
   
   
   
   
5. You will be navigated to the Moving Services Project List, click on any Original Transaction Reference number to view the full details in the next tab 
   
   
6. Once you select an Original Transaction Reference number, you will be led to the Moving Services Recharge Detail Report, which includes:
   
   Customer Information: Who requested the item(s), their contact information, job type, and job location 
   Original Transaction Reference: Linked to the purchase (MSV or STR) 
   Expenditure Date: Date that the job was charged 
   Financial Information: Project number, task number, and funding source
   Service Information: Hourly rate, total hours worked, and any applicable add-on charges such as urgent fees, long distance charges, or square footage 
   
   
   

Exporting Results

1. Once you're on the Moving Services Recharge Detail Report tab, click the Download button in the top right corner (a box with an arrow pointing down)
   
   
2. Select the PDF option
3. A Download PDF box will appear
4. We recommend keeping the default settings for: Include This View and Scaling Sizes
5. Download the file and save it for your records