This page provides resources and materials pertaining to requesting a new Source.
Menu Paths
To request a new source:
Main Menu → Finance Menu → UNC Campus → Source Create → Source Request → Add/Change Source
Resources
Item |
Description |
| Entering Source Chartfield Value Requests webinar (~38 mins) | This webinar walks through the Source value request form and the associated documentation required. |
| UNC Finance – Source Create Resources | Resource documents discussed in the webinar are linked from the Finance page. |
| Procedure on Establishing, Modifying and Closing an Institutional Trust or Special Fund Source | This page covers the process to create, modify and close trust funds as well as the relevant forms and instructions. |
| Requesting New Chartfield Values | After completing the CBT you will understand how to request a new chartfield, understand the Source Request process and learn how to enter a Source chartfield request, and know when a new chartfield is available for use in the system. |
| Requesting a Change to a Source | This document outlines the steps to change details attributed to a source such as changing the responsible person or disbursing authority names or contact info. |
| Source Modification Checklist (205.3.1f) | This checklist will help you prepare prior to submitting a Source Modification Request. |
| Source Deactivation Checklist (205.3.2f) | This checklist will help you prepare prior to submitting a Source Deactivation Request. |
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