Embedded Files
Process
This job aid describes the process to create a Notice of Contractor’s Settlement (NCS1) transaction in the same Procurement Folder as its associated Solicitation transactions.
A Notice of Contractor’s Settlement (NCS1) document can be placed in the same Procurement Folder as the Solicitation transactions two ways:
● Copying forward from the originating Solicitation.
● Use a manual process in the Procurement Folder housing the originating Solicitation.
Copying Forward from Originating Solicitation
You can copy forward from the originating Solicitation and select the NCS1 option.
1. Open the original solicitation and select Copy Forward.
2. Select SO NCS1 Create NCS1 from DQ1
3. Under the Target Transaction section, enter the Department in the Transaction Department field.
4. Select Auto Numbering.
5. Select OK.
Copying Forward from the originating Solicitation to an NCS1 will copy all information over from the Solicitation to the NCS1.
Manually creating the NCS1 from the Procurement Folder will not. In addition, copying forward to an NCS1 will allow you to define the department value associated with the NCS1. Creating an NCS1 from the Procurement Folder will infer your home department value into the new transaction.
Manual Process
You can use a manual process in the Procurement Folder, which houses the originating Solicitation.
Open the originating Solicitation.
Select the 3-dot menu next to Attachments and click on Procurement Folder.
3. Select the 3-dot menu on the item you want and click Related Pages
4. Select New Transaction.
5. Enter a value of 2 in the Procurement State field.
6. Enter a value of NCS1 in the Transaction Code field.
7. Select Save & Close to generate the transaction.
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