Creating Over-the-Counter (OC) Transaction
Process
This job aid describes the process to create an Over-the-Counter (OC) Transaction in CORE.
1. Enter OC in the Jump to field.
2. Enter Department Code, Department, and/or Unit.
3. Select Create.
4. Select Auto Numbering.
5. Select Continue.
6. Enter Transaction Information - General Information tab.
a. Enter the Transaction Name, Transaction Description, Warehouse, Requesting Unit, and Issuer ID.
7. Select Save.
8. If a shipping address is needed, enter it in the Extended Description field and select Save.
9. Select Commodity line.
10. Select Insert New Line.
11. Enter Required Information - General Information tab.
a. Enter the Stock Item, Stock Item Suffix (if applicable), Requested Quantity.
13. Select Accounting line.
14. Enter Required information - Accounting General Information tab.
a. Select Insert New Line.
b. Enter Event Type XS10.
15. Enter Required Information - Funding Accounting tab.
a. Enter the Fund, Object, Department, Unit, and Appr Unit.
b. Enter other COA if applicable.
16. Select Save
17. Select Validate.
18. Select Submit.
