Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Approve Customer Orders in the North Carolina Financial System (NCFS).
Introduction and Overview
Consumption requisition can be described as:
- Request of goods or items from an internal predefined source organization and Customer Orders or Usage Orders. This QRG covers the steps to approve customer orders in NCFS.
Approve Customer Orders
To Approve Customer Orders in NCFS, please follow the steps below. There are 6 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the landing page, click the Notifications icon.
Step 3. The Pending Notifications pop-up appears. On this pop-up, click the Approve Requisition notification.
In this example, we choose the Action Required: Approve Requisition 19R0000141 notification link.
Step 4. The Approve Requisition page opens with all the requisition details to review for errors/accuracy. On the Approve Requisition page, click the Approve button.
Step 5. The Approve pop-up appears. On the Approve pop-up, enter the reasons on the Comment field to approve a customer order.
Step 6. Click the Submit button. You are now redirected to the landing page.
Wrap-Up
Approve customer orders using the steps above.
Additional Resources
- Web-Based Training (WBT)