[Msoadm] Oracle Procurement - How to correctly charge a Project

[Asirra Suguitan]

Dear Colleagues,



Please share this communication with individuals in your departments with Purchasing Requisition and Transactor roles:



When submitting a Requisition, Transactors are responsible for entering or verifying the accuracy of the chartstring. When purchasing goods or services using Contract & Grant or Capital Project funding, the Project # should be entered in the first field, Project Number, and the remaining POETAF segments selected.



A recurring issue has been identified, where the Project # is mistakenly entered in the Charge Account section, resulting in the exclusion of the POETAF segments. Consequently, each Purchase Order (PO) submitted in this manner must be manually corrected to ensure the appropriate Project Portfolio Management (PPM) POETAF segments are included.



To help address this issue, effective Monday, August 7th, Requisitions submitted with a Project # (excluding 0000000000 DEFAULT) in the Charge Account section will be rejected. Additionally, in light of this finding, the default COA feature cannot be used for purchases related to Projects. We kindly request Transactors to ensure accurate chartstring entries to prevent any disruptions in the procurement process.

[https://lh6.googleusercontent.com/J-8L6SmPYraMxlU8p1tyDLUQLMwWU_tBMPJQvlEOOm8a9WcoZPpd-vzVHzu861ihoGgN-18C0xFlgD7uR_nJ95DCPTIOBej9_fjWSmOWeJc6SYWvPP5G9yuvGIQmd7ZRcs8V3PuCmHKely3_Oki66Tk]
Your cooperation in following these guidelines is highly appreciated. If you have any questions or need further clarification, please be sure to attend an upcoming Office Hours<https://impact23.ucr.edu/office-hours>.

Sincerely,
Asirra Suguitan
Impact23 Functional Lead and Campus Controller
[ucr-logo-email]
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://scotmail.ucr.edu/pipermail/msoadm/attachments/20230808/58d48a5a/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 8689 bytes
Desc: image003.png
URL: <https://scotmail.ucr.edu/pipermail/msoadm/attachments/20230808/58d48a5a/attachment-0001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 62765 bytes
Desc: image001.jpg
URL: <https://scotmail.ucr.edu/pipermail/msoadm/attachments/20230808/58d48a5a/attachment-0001.jpg>