Creating an NCJ (Sole Source) 12.30.24
Abbie Shellist
39 steps
3 minutes
Oracle Cloud
Tip! First you will need to download the NCJ form and complete the required fields and sign it before beginning your sole source requisition. You can find the link to the NCJ form in the Procurement module of DASH.
1
Click "Procurement"
2
Click here.
3
Download the NCJ from from the Purchasing News section.
4
Once you are ready to submit your requisition, click "Procurement"
5
Click here.
6
Click "Create Noncatalog Request"
7
Click the "Item Description" field and enter a description of the item
8
Choose a category
9
If this is a quantity based purchase choose goods billed by quantity.
10
Choose quantity and unit of measure
11
12
Click the "Price" field.
13
If your request is amount based (dollar amount rather than quantity) click on the item type
14
Click "Services billed by amount"
15
Click this text field.
16
17
Click the "Amount" field.
18
Click this text field.
19
Enter the supplier
20
Click "Add to Cart"
21
Click "View Cart"
22
Click here to edit the line item
23
If you need to make changes click here
24
Click "Edit"
25
You can choose another account or enter a new charge account
26
Click "Update"
27
If you want to split the purchase between 2 accounts, choose split.
28
You can split by quantity or amount
29
Click "Update"
30
Click here.
31
You are required to choose a requisition type
32
Click "Sole Source- NCJ Required Attach NCJ form to transaction"
33
Click this text field.
Alert! It's important to choose "to approver" for your attachment category. This ensures the approver will be able to see the NCJ form.
34
Click "To Approver"
35
Click "Drag and Drop" or select files to upload
36
Here you can see the NCJ form has been added as an attachment.
37
Click "Update"
38
Click here.
39
Now you can see your NCJ is pending approval
Creating an NCJ (Sole Source) 12.30.24
Abbie Shellist
39 steps
3 minutes
Oracle Cloud
Tip! First you will need to download the NCJ form and complete the required fields and sign it before beginning your sole source requisition. You can find the link to the NCJ form in the Procurement module of DASH.
1
Click "Procurement"
2
Click here.
3
Download the NCJ from from the Purchasing News section.
4
Once you are ready to submit your requisition, click "Procurement"
5
Click here.
6
Click "Create Noncatalog Request"
7
Click the "Item Description" field and enter a description of the item
8
Choose a category
9
If this is a quantity based purchase choose goods billed by quantity.
10
Choose quantity and unit of measure
11
12
Click the "Price" field.
13
If your request is amount based (dollar amount rather than quantity) click on the item type
14
Click "Services billed by amount"
15
Click this text field.
16
17
Click the "Amount" field.
18
Click this text field.
19
Enter the supplier
20
Click "Add to Cart"
21
Click "View Cart"
22
Click here to edit the line item
23
If you need to make changes click here
24
Click "Edit"
25
You can choose another account or enter a new charge account
26
Click "Update"
27
If you want to split the purchase between 2 accounts, choose split.
28
You can split by quantity or amount
29
Click "Update"
30
Click here.
31
You are required to choose a requisition type
32
Click "Sole Source- NCJ Required Attach NCJ form to transaction"
33
Click this text field.
Alert! It's important to choose "to approver" for your attachment category. This ensures the approver will be able to see the NCJ form.
34
Click "To Approver"
35
Click "Drag and Drop" or select files to upload
36
Here you can see the NCJ form has been added as an attachment.
37
Click "Update"
38
Click here.
39
Now you can see your NCJ is pending approval
