Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Approve Cycle Counts in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the generation of approving cycle counts.
User Tip
The following are prerequisites required to approving cycle counts:
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The approver must review the NC Cycle Count variance report and compare the quantities before choosing an action.
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A cycle count must be ready for approval. This is communicated outside of NCFS.
Approve Cycle Counts
To approve cycle counts 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, under the Supply Chain Execution tab, click the Inventory Management app.
Step 3. Click the View By icon and enter in the Inventory Organization number in the Select Organization pop-up box.
In this example, we chose 4210451. Click the Apply button.
Step 4. Click the Tasks icon. Under the Cycle Counts section, select the Approve Count Sequences link.
Step 5. Select the appropriate Name from the Count Name drop-down choice list.
In this example we chose SIT1 4210451 Cycle Count and the Pending Approval option from the Approval Status drop-down. Click the Search button.
Step 6. Select the Count Sequence that you want to view. Scroll to the right for more information and options.
Step 7. Select a Reason from the drop-down list.
Step 8. Click the Approve or Reject or Recount button.
Step 9. Click the Save button.
Step 10. Click the Submit button to submit your selected action.
Wrap-Up
Approve cycle counts using the steps above.
Additional Resources
- Virtual Instructor-Led Training (vILT)