Catalog Requisition for Requesters in NUFinancials

This Job Aid will walk Requesters through the process of creating a Catalog (iBuyNU) Requisition.

Steps:

1. Log in to NUFinancials > Employee Self Service.
2. Click the Requisition tile.
3. Click Create New Requisition.
4. Click iBuyNU under the Web section.
5. Search for items. There are multiple ways:
   • To search by keyword, type a keyword in the Search field and press Enter.
   • To search by part number, click  from the left side menu and enter the required part number and supplier fields.
   • To shop a specific supplier catalog, click  from the left side menu. Then select a supplier.
6. Click  and your item will be added to your active shopping cart.
7. When you are finished adding items to your iBuyNU shopping cart, hover over the shopping cart  and click  .

iBuyNU will verify pricing and check to see if there are any alternate suppliers who may have the item you are purchasing for a lower price or available in a another brand. iBuyNU will also check item availability and display a red message if one or more items is not available.

8. Click 

The Cart is transferred to NUFinancials, Checkout – Review and Submit step. This is where you enter Ship to Codes, Chart Strings, Budget Check, and Save and Submit the requisition.

9. Enter Requisition Name. You will notice this has been pre-populated for you with the name of the cart.  Note this name can be changed. 
10. To view the hidden section that contains the Ship to and chart string fields for a line item, click the dropdown arrow next to that line item.
11. Click the magnifying glass next to Ship To: to look up the ship to code.

               A Look Up window appears.

1. 1. In the Description field, type the first letters of the department name.
   2. Click Look Up.
   3. Click the Ship To Location code that matches your department. If there is more than one location for your department, select the one that designates the appropriate drop-off location / delivery point.

12. At this time, you can input the Attention To field, if it hasn’t already populated the correct name.
13. To add an attachment, click the Add next to the comment bubble. (Attachments are not required, and will be seen internally only).
14. To view the hidden section that contains the chart string fields for a line item, click the dropdown arrow next to Accounting Lines.
15. Then click Chartfields2.
16. In Fund, type the Fund code.
17. In Dept, type the Department id.
18. Scroll right to view Account and type the Account If applicable, add Project, Activity, and Chartfield1.

• To add another chart string, click on the + sign at the end of the chart string row.

19. Scroll down and click Check Budget.
20. A confirmation message appears regarding saving and budget checking the transaction.

Click OK.

21. When budget checking completes, a Budget Checking Status appears.
22. Click Save & Submit.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.