Embedded Files
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.
Page updated
Report abuse