NCFS Help Documents
| Title | Description | Last Updated |
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| INV-57 Inventory Warehouse Organization Item Cycle Count Setup | The purpose of this Quick Reference Guide is to provide step-by-step explanation on how to setup and manage Inventory ABC classes, Assignment groups, and Classification Sets for the entire Warehouse Organization in the North Carolina Financial System. QRG INV-57 |
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| INV-58 NCFS Purchasing & Inventory Unit of Measure (UOM) List | The purpose of this Quick Reference Guide is to provide a complete listing of NCFS Purchasing & Inventory Unit of Measures (UOM). QRG INV-58 |
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| P2P-03 View Suppliers | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to View Suppliers in the North Carolina Financial System. QRG P2P-03 |
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| P2P-04 Run Supplier Reports | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Run Supplier Reports in the North Carolina Financial System. QRG P2P-04 {A}. |
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| P2P-05 Create Supplier Registration Request | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to create a Supplier Registration Request in the North Carolina Financial System. QRG PO-05 {A}. |
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| P2P-17 Void NCAS Payments in NCFS | The purpose of this Quick Reference Guide is to Void NCAS Payments in the North Carolina Financial System. QRG P2P-17 {A}. |
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| P2P-18 How to Void an External Payment in Cash Management | The purpose of this Quick Reference Guide is to learn How to Void an External Payment in Cash Management in the North Carolina Financial System. QRG P2P-18 {A}. |
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| PNG-01 CMIA Reporting | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of CMIA Reporting in the North Carolina Financial System. QRG PNG-01 |
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| PNG-02 Federal Check Clearance Pattern | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of the Federal Check Clearance Pattern in the North Carolina Financial System. QRG PNG-02 |
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| PNG-03 Reports Helpful for Grants Management | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to run reports relevant to Grants Management in the North Carolina Financial System. QRG PNG-03 {A}. |
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| PNG-04 Report Mapping for Grants | The purpose of this Quick Reference Guide is to provide a mapping of reports between NCFS and NCAS. QRG PNG-04 |
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| PO-01 Create Requisitions for Self | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create Expense Requisitions for self in the North Carolina Financial System. QRG PO-01 |
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| PO-02 Ability to Reassign Requisitions to Others | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of the Ability to Reassign Requisitions to Others in the North Carolina Financial System. QRG PO-02 |
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| PO-03 Manage Purchase Orders (Sourced from Oracle Requisitions) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Manage Purchase Orders in the North Carolina Financial System. QRG PO-03 |
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| PO-05 View Requisition Lines | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to View Requisition Lines in the North Carolina Financial System for Agencies AOC and DPI. QRG PO-05 {A}. |
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| PO-06 View Purchase Orders | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to View Purchase Orders in the North Carolina Financial System. QRG PO-06 |
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| PO-08 Run Purchasing Reports | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Run Purchasing Reports in the North Carolina Financial System. QRG PO-08 |
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| PO-09 View Receipts | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to View Receipts in the North Carolina Financial System. QRG PO-09 |
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| PO-10 Receive Goods on Behalf of Others | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Receive Goods on Behalf of Others in the North Carolina Financial System for AOC. QRG PO-10 {A}. |
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| PO-13 Create Inventory Requisitions (DPI) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create Inventory Requisitions (DPI) in the North Carolina Financial System. QRG PO-13 |
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| PO-14 Requisition Preferences | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to update Requisition Preferences in the North Carolina Financial System. QRG PO-14 |
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| PO-15 PO Buyer Close | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Close a PO in the North Carolina Financial System. QRG PO-15 |
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| RTR-101 Chart of Accounts Overview | The purpose of this Quick Reference Guide is to illustrate and explain how NCAS the Chart (COA) Segments have been mapped to NCFS COA Segments in the North Carolina Financial System. Important facts and considerations are provided by segment. QRG RTR-101 |
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| SEC-01 NCFS Security Request | The purpose of this Quick Reference Guide is to describe the steps Agency Security Administrators and designated managers/requestors will follow to request that the OSC Security team add or remove employee security role(s) for access to the North Carolina Financial System, as well as the process Agency Security Administrators will follow to approve agency requests in the NCFS Security Request System. |