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Check Logistics Charges

How to check charges for Logistics departments, including payment for carrier invoices via SHIPS.

Check Logistics Charges: Project Portfolio Management Module

Follow the steps below to check Logistics charges using the Project Portfolio Management Module in Oracle Financials Cloud (SSO). 
  1. Select the Projects icon from your Oracle Dashboard. Then select the Costs icon:step-1.png
  2. Select the Tasks icon on the right side of the resulting screen:
  3. Select the “Manage Project Costs” link from the resulting list.
  4. Enter your Project and Task Number on the search screen.  Include the Expenditure Organization of the charges you wish to review (see table below).
Logistics Department Expenditure Organization Types of Recharges
Receiving & Delivery (Mail) Mail Services Monthly mail code subscription, extra pickups, off-campus mileage, cubby mailboxes.
Messenger Services Messenger Services Delivery and pickup for on-campus and off-campus locations.
Outbound Shipping Core Outbound Shipping and Mail Outbound shipments, metered mail, bulk mail.
Surplus Sales Surplus Sales Operations Lot purchases, credits returned to selling department.
Moving Services Moving Services Moving services, equipment assembly and uncrating.
Self Storage Self Store Facility Monthly self storage rental fee.
STORE Store Gas cylinder, ethanol, COVIDPPE, Arrowhead (Nestle) rental/water, shipping supplies, stamps purchases.
  1. Select a transaction from the resulting list.
  2. The resulting Expenditure Item screen will display all information associated with the debit (positive number) or credit (negative number).
  3. The purpose for the Expenditure Item will be listed in the “Original Transaction Reference” field at the bottom of the screen.
  4. If you need further clarification on your Logistics charge, please submit a case to Services & Support and include your Project & Task Number and the Original Transaction Reference.

Payment for Carrier Invoices through SHIPS

For UCSD departments that have their own FedEx or UPS account numbers and/or conduct their own FedEx or UPS shipments, please access SHIPS (SSO).

How to assign payment to individual shipments:

  1. Select Account.
  2. Click the check box next to each shipment to be approved, or select all by clicking the check box at the left of the header row.
  3. For each shipment, enter a Project, Task, and Funding Source (if applicable).
  4. Click 'Approve Selected Shipments' button.

How to assign payment to multiple shipments:

  1. Select Account.
  2. Enter a Project, Task, and Funding Source in top section.
  3. Click the check box next to each shipment to be approved, or select all by clicking the check box at the left of the header row.
  4. Click ‘Use PTFS for All Selected Shipments’ button.
  5. Click 'Approve Selected Shipments' button.

How to assign or update default payment for an account:

*NOTE: All future payments on this account will be automatically charged to the default payment.*

  1. Select Account.
  2. Enter a Project, Task, and Funding Source in top section.
  3. Click 'Update Default PTFS’ button.
  4. Click the check box next to each shipment to be approved, or select all by clicking the check box at the left of the header row.
  5. Click 'Approve Selected Shipments' button.

How to dispute a shipment:

*NOTE: Any interruption in service due to unresolved disputed items is the responsibility of the customer.  Please follow dispute through to resolution with the carrier.*

  1. Click 'Dispute' for the shipment being challenged.
  2. Shipments can either be submitted for payment with an adjustment, or they can be deleted (closed) entirely.
  3. FedEx adjustment requests for service failure or no proof of delivery must be submitted to FedEx Billing (800-622-1147). Duty and tax disputes must be submitted in writing. Adjustment requests for Retail Sales purchases (packaging supplies billed via paper invoice) should NOT be included.
  4. UPS adjustment requests must be submitted to UPS (800-334-5463).

Mail Services Recharges

View your Mail Services recharge lookups here.  Provide your Mail Type, POETAF, and/or OFC Original Transaction Reference/MBA Document Number to find recharge details.
Find answers, request services, or get help from our team at the UC San Diego Services and Support portal.