This Job Aid walks a Requester through the process of creating a Standard Non-Catalog Requisition.
Navigation: Log into NUFinancials > Click on the Requisitions (tile)
- Click the Requisition Tile
- Click Create New Requisition.
- Click Special Requests to create a Non-Catalog Requisition.
- Enter Item Description.
- Enter Price.
- Enter Quantity.
- Click the Unit of Measure. For all special requisitions, ALWAYS enter EA.
- Click the Category magnifying glass to look up the categories.
- Click the Category link that best describes the item.
Note: To select the category of capital goods, select the appropriate asset category.
- For the Supplier Name field, click the Supplier Name magnifying glass to run a search for the supplier directly from this field.
- Enter the name of the Supplier that you need in the Name Then Click Find.
- Select only the supplier with the address that matches your ordering form or source address.
- If the supplier is found but the address is wrong, update the address through Supplier Change Request process.
- If no results are found for your supplier, you can request to add the supplier to NUFinancials using Supplier Registration process.
- Click the Supplier Item ID link to select the Supplier.
- In Supplier Item ID, type the supplier catalog identification, if applicable.
- Enter comments into the Additional Information field, if needed.
- Optional: Click Send to Supplier checkbox if the comments should be sent to the purchase order.
- Click Add to Cart to add the item to your shopping cart.
- Click Checkout, once you are done adding line items.
- Enter Requisition Name.
- Requisition Type defaults to the Standard Requisition which is ONL; no action is required.
- To add an Attachment, click the Add button next to the comment bubble.
- Click Add Attachment > Choose File > Upload > OK.
- Click on the triangle next to your line item for Ship To.
- Click the Triangle next to that line item, to view the hidden section that contains the Ship To and Chart String fields for a line item.
- Click the magnifying glass next Ship To.
- Click Look Up and choose a Location ID.
- Click the triangle next to Accounting Lines, to view the hidden section that contains the chart string fields for a line item.
- Click Chartfield2.
- Enter Fund Code.
- Enter Department (Dept) Code.
- Enter Account Code.
- Enter Requisition Comments.
- Enter Approval Justification comment.
- Click Check Budget.
- The budget check ensures the chart string(s) is valid and has no spending controls against it that would prevent you from submitting the requisition.
- Successful budget checking pre-encumbers or earmarks the funds.
- A pop-up message appears regarding saving and budget checking the transaction. Click OK.
- Click Save & Submit.
For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.