PO-06 View Purchase Orders

Purpose

The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to View Purchase Orders in the North Carolina Financial System (NCFS).

Introduction and Overview

This QRG covers how to view purchase orders in NCFS which will enable you to view the purchase order.

View Receipts

To view purchase order in NCFS, please follow the steps below. There are 16 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 Procurement tab, and then click Purchase Orders app.

Step 3. The Overview dashboard displays, click the Tasks icon, and then click Manage Orders.

Step 4. The Manage Orders page displays. On the Headers tab, enter the Purchase Order number in the *Order field.

In this example, we choose NC471962 and click the Search button.

Note: Remove the Buyer field before searching as it defaults to the login username.

Step 5. The Order is displayed in the Search Results section. Click the Order link to view details.

Step 6. The Purchase Order: NC471962 page is displayed. Validate the Purchase Order details and click the View Details button.

Step 7. View the Order Life Cycle details.

Step 8. Scroll down to view In-Transit Shipments, Receipts, and Invoices section.

Step 9. Scroll up and click the Done button which will redirect you to the Purchase Order page.

Step 10. Optionally, you can click the View PDF button to export and view the Purchase Order details in a PDF format. The Downloads pop-up appears, click the Open button.

Step 11. The Purchase Order NC471962 details are displayed in the PDF format.

Step 12. Back on the Purchase Order: NC471962 page, click the Actions drop-drown choice list to view the actions that can be performed on the Purchase Order.