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How to Check a Credit for Property Sold at Surplus Sales

Learn how to check for a department credit when excess department property is sold at UCSD Surplus Sales.

If your department sent surplus property to UCSD Surplus Sales and the property is sold, your department may receive a credit. UCSD departments can dispose of excess university property at Surplus Sales and may receive 65%–75% of the proceeds for their items sold for $100 or more.

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Surplus Sales Recharge Statement

Go to Surplus Sales Recharge Statement.
  1. Enter the index, which you can find on your copy of the Surplus Transfer submitted to Surplus Sales.
  2. Select the starting date.
  3. Select the ending date.
  4. Click the Continue button.
  5. Locate the Surplus Transfer Number on your copy of the Surplus Transfer submitted to Surplus Sales. Match it to the number listed in the Surplus Transfer column.
  6. For a detailed summary of each line item, click the LOT#.

FinancialLink

Access FinancialLink. You must have a Business Systems account and authorization to access FinancialLink.
  1. Click the Reports button on the left of the screen.
  2. On the Reports screen, choose Operating Ledger under the IFIS Core Reports heading.
  3. Log in.
  4. Choose the desired Accounting Period.
  5. Enter the index, which you can find on your copy of the Surplus Transfer submitted to Surplus Sales.
  6. Click the Submit Form button.
  7. Scroll down to Supplies and Expenses.
  8. Find and click on the following description:
    • SURPLUS SALES
  9. Locate the Surplus Transfer Number on your copy of the Surplus Transfer submitted to Surplus Sales. Match it to the number listed in the Surplus Transfer column.
  10. For a detailed summary of each line item, click the LOT#.

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Notice: UC San Diego employees may buy items from Surplus Sales for personal use. Exceptions: 1) UC San Diego employees who determined the property was excess and requested that it be transferred to Surplus Sales, or near relatives of those employees, may not purchase the item excessed. 2) Employees that report to or near relatives of the UC San Diego Equipment Administrator (Jamie Wheat) and Surplus Administrator (Steve Van Duine) may not purchase any items. A "near relative” includes a spouse, mother, father, child, or sibling, and step-relatives or in-laws in the same relationships.