North Carolina Financial System (NCFS) Courses - Release 3

The following is a list of standard courses associated with the North Carolina Financial System. The schedule of classes is posted in LMS. If your organization has training needs beyond the normally scheduled classes, please contact us right away. We will work with your team to meet your training needs. 

Please note there will be no admittance to class after 30 minutes of the session start time. 

NCFS Security Administrators

NCFS Security Roles

After September 15, 2023, no more "a" courses will be offered from Release 1. 

Release 1 CourseRelease 3 Course Equivalents
NAV100GEN103 and GL001
GL100a and GL100bGL100c
IC100a and IC100bIC100c
Course Number Course Title Prerequisites Location
NAV100 Advanced NCFS Navigation and Inquiry GEN101 | GEN103 | GEN102c | GEN104 VILT
AP100 AP Agency Payment Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 VILT
AP101 Invoice Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 | PO002 VILT
AP106 AP Central Payment Management - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 VILT
AP107 AP Void Payment GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 VILT
AR100 Customer Maintenance GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 VILT
AR101 Collections Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 VILT
AR102 Receipt Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 VILT
AR103 Invoice Management - DPI Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 VILT
AR104 Invoice Management - DHHS Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 VILT
CM100 Bank Reconciliation GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 VILT
EX100 Expense Reports & Cash Advances GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 VILT
EX101 Expense Auditor GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | EX100 VILT
EX102 Expense Audit Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | EX100 | EX101 VILT
FA100 Asset Accounting GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | FA001 VILT
FA101 Asset Management - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | FA001 VILT
GL100c Journal Entry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) VILT
GL102 Journal Posting - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) | ((GL100a and GL100b) OR GL100c) VILT
GL103 Journal FBDI Uploads GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) VILT
GM100 Grants Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL100c | IC100c VILT
IC100c Transfer Entry Creation and Receiving GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 VILT
INV101 Inventory Agency Manager GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 VILT
INV102 Inventory Cost Accounting GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 VILT
INV105 Inventory Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 VILT
INV106 Warehouse Transactions GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 VILT
INV109 Inventory Item Maintenance GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 VILT
PO101 PO Procurement Requestor - AOC and DPI Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 VILT
PO102 PO Buyer - AOC and DPI Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 VILT
PO103 Receiving - AOC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 VILT
PO104 Supplier Registration GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002 VILT
PO105 Supplier Management - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO002 | PO104 VILT
BU100 Budget Management GEN101 | GEN103 | GEN102c | GEN104 WBT
DMV GL100 DMV Journal Entry for LPAs and DMVs GEN101 | GEN103 WBT
FAN100 Financial Accounting System Basics None WBT
FAN101 General Ledger Subledgers None WBT
FAN102 Cash vs Accrual None WBT
FAN103 Assets and Liabilities None WBT
FAN104 Revenue and Expenditure None WBT
FAN105 Financial Statements None WBT
GEN101 Introduction and Overview of the NC Financial System (NCFS) None WBT
GEN104 NCFS Common Features GEN101 | GEN103 | GEN102c WBT
GEN105 NCFS Advanced Inquiry GEN101 | GEN103 | GEN102c | GEN104 WBT
GL101a Journal Approver GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GL100a WBT
GEN102a North Carolina Chart of Accounts GEN101 WBT
GEN103 NCFS Basic Navigation GEN101 WBT
OAR100 North Carolina Annual Reporting Business Process Overview - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 WBT
OAR102 Inputting Organizations Annual Reporting Information into NCFS - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 WBT
OAR103 Annual Report Processing Journal Entries - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 WBT
OAR105 How Do I Data Forms - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | OAR103 WBT
OAR106 Annual Reporting Introduction to Doclets - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | OAR103 | OAR105 WBT
SV200 NCFS Smart View Capabilities Options Feature GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | OAR103 | OAR105 | OAR106 WBT
SV100 Overview of Smart View GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 WBT
SV204 NCFS Smart View Capabilities Dimension Members Feature GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | OAR103 | OAR105 | OAR106 | SV200 | SV202 WBT
SV205 NCFS Smart View Capabilities Mathematical Calculations Feature GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | SV100 | SV201 | SV203 WBT
SV203 NCFS Smart View Capabilities Zoom In and Out Feature GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | SV100 | SV201 WBT
SV202 NCFS Smart View Capabilities Keep Only and Remove Only Feature GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | OAR103 | OAR105 | OAR106 | SV200 WBT
AP001 AP Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 WBT
AP102 AP Approvals GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 WBT
AP103 Ad Hoc Accounting & Adjusting Entries - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 WBT
AP104 AP Period Management - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 WBT
AP105 AP Payment Printer GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 | AP100 WBT
AP108 Invoice Release Hold GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AP001 WBT
AR001 Account Receivable Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 WBT
AR105 AR Period Management - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | AR001 WBT
BU001 Budget Inquiry Part 1 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105] AND Part 2 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GL001 Part 1] WBT
BU102 Budget Period Management - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | BU100 WBT
EX103 Employee Expense Information Management GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | EX100 WBT
FA001 Fixed Asset Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 WBT
FA102 Fixed Asset Additions GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | FA001 WBT
GEN102c North Carolina Chart of Accounts GEN101 | GEN103 WBT
GEN106 Submitting and Scheduling Existing Reports GEN101 | GEN103 | GEN102c | GEN104 | GEN105 WBT
GL001 GL Journal Inquiry Part 1 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105] AND Part 2 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GL001 Part 1] WBT
GL101b Journal Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) | ((GL100a and GL100b) OR GL100c) | GL101 WBT
GL101c Journal Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) | ((GL100a and GL100b) OR GL100c) WBT
GL105 GL Period Management - OSC Only Part 1 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2)] AND Part 2 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) | GL105 Part 2] WBT
IC101 Intercompany Transfer Approval GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | GL001 (Parts 1 and 2) | (NAV100, GL100a, IC100a , and IC100b) OR (GL100c, IC100c) WBT
INV001 Inventory Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 WBT
INV100 Inventory Request GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 WBT
INV103 Warehouse Staff GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 WBT
INV104 Warehouse Receiving - DPI Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 WBT
INV107 Internal Consumption Requisition Approvals - DAC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 | INV100 WBT
INV108 Period End Close - OSC Only Part 1 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001] AND Part 2 [GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 | INV108 Part 1] WBT
INV110 Warehouse Approver GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | INV001 WBT
PO001 Procurement Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 WBT
PO002 Supplier Inquiry GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 WBT
PO107 PO Advanced Procurement Requestor - AOC and DPI Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 | PO102 WBT
PO108 PO Buyer Close GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | GEN106 | PO001 WBT
SV201 NCFS Smart View Capabilities Ad Hoc Analysis Feature - OSC Only GEN101 | GEN103 | GEN102c | GEN104 | GEN105 | OAR100 | OAR102 | SV100 WBT