This webinar covers the steps for processing a change order request for a purchase order. The changes you can make include: reducing the quantity or amount on a PO line, reducing a PO line and requesting chartfield changes for all invoices going forward, increasing the quantity on a PO line, increasing a PO line and requesting chartfield changes for all invoices going forward, and liquidating the total PO amount.
Beginning with budget period 2018 the budget ledger groups are being simplified. The F&A, State, and Trust budget ledger groups are now combined into new FAST-related ledger groups. FAST stands for F&A (FA), State (S), and Trust (T). This document summarizes the changes in ConnectCarolina and InfoPorte.
The Salary Funding Report shows the funding sources for an employee’s salary, per job at UNC-Chapel Hill and UNC-General Administration. It is a funding based report and does not display all job data activity. This report shows how much of an employee’s salary is allocated to each funding source. You can run the report to see what is currently being used to fund an employee as well as enter a specific date range to see what has historically been used. You can filter by selecting an employee’s Home (Job) department as well as a Funding department. You can narrow your search results by applying specific fund, source, and/or project ID numbers as well by employee type, position number, or employee PID number.
Form that must be completed and sent to email@example.com prior to changing the Account number on an Accounts Payable voucher that has already posted to the general ledger.
These slides detail best practices for Student Originators in ConnectCarolina and include information for position overview, pre-hire steps, using the Hire ePAR, job changes and short work breaks, as well as information on fund swaps and expected end dates and terminations. These slides are from the August 2016 Student Originators Best Practices meeting.
This guide provides detailed information on being an Access Request Coordinator (ARC). ARCs enter requests for access to ConnectCarolina and some companion systems such as Web Travel and PeopleAdmin. The guide includes step-by-step instructions for: entering and submitting access requests, retracting and deleting requests. sharing a request. working with file attachments in the access requests. generating reports on access requests. checking the status of a request.
This self-paced course covers when to use the Change Employment Status ePAR and how to process and submit a student employee termination.
An overview of changes to creating receipts with step-by-step procedures for ConnectCarolina receiving.
Top 10 Tips for Purchasing
Student guide for the Purchase Requisitions and Receiving class. This document also contains useful information about searching by speedchart and for submitting invoices using the Vendor Invoice Submission Page (VISP).