Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Run the Open Period Program for General Ledger (GL) in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the steps to run the open period program in NCFS. This enables you to open an accounting period of a ledger in NCFS.
Run Open Period Program
To Run Open Period Program in NCFS, please follow the steps below. There are 10 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the General Accounting tab and click the Period Close app.
Step 3. On the Period Close page, if your desired Data Access Set does not display, click Change link.
Step 4. The Change Data Access Set pop-up appears. On the Data Access Set field, select the desired choice from the drop-down choice list and click the OK button.
Step 5. Click the Tasks icon and click Manage Accounting Periods.
Step 6. On the Manage Accounting Periods page, click the Ledger link whose period is to be opened.
Step 7. On the Edit Accounting Period Statuses page, select the Accounting Period to be opened.
In this example, we choose May-23. Click the Open Period button.
Step 8. A pop-up appears with the process number, acknowledging that the request has been submitted.
Note: Click the Refresh icon to review the updated status of the period. Users can alternatively navigate to the Scheduled Processes app to monitor status of the submitted process. If the Status value does not change from a pencil, navigate to Scheduled Processes to view the error.
Step 9. Click the Done button. You are now redirected to the Manage Accounting Periods page.
Step 10. The Status field displays the Open icon for the selected Ledger.
Wrap-Up
Run open period program using the steps above to open an accounting period of a ledger.
Additional Resources
- Web Based Training (WBT)
• GL 105: GL Period Management