Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation on how to Edit or Add Invoice Number Information to a Fixed Asset Record in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG explains how to edit or add invoice number information to a fixed asset record in NCFS.
Limitations
Invoice number can only be changed for manually added assets; an asset which originated as a Fixed Asset source line from an invoice creation cannot be changed.
Editing an Invoice Number on a Fixed Asset Record
To edit an invoice number on a fixed asset record, please follow the steps below. There are 7 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 Fixed Assets tab, click the Assets app.
Step 3. Open the task list and click on the Adjust Assets task.
Step 4. Search for your asset to be edited.
Step 5. Select the asset record (click the description and have the line highlighted). Then open the Actions drop-down list.
Step 6. Navigate to Manage Source Lines and then click Change.
Step 7. The Change Source Line page will appear. On this page, edit or enter the Invoice Number as necessary. Click Submit when finished with your updates. You have successfully updated this asset record’s invoice number.
Wrap-Up
Edit the invoice number on a fixed asset record for a manually added asset using the steps above.
Additional Resources
- Virtual Instructor-Led Training (vILT)