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Blanket Order Requisition Job Aid
Blanket Order Requisition Job Aid
Navigation:
Log into NUFinancials > Employee Self Service > Requisition Tile
Click
Create New Requisition.
Click
Special Requests.
Enter
Item Description.
Enter
Price
.
Enter
Quantity
. For all blanket requisitions, ALWAYS enter 1.
Enter
Unit of Measure
. For all special requisitions, ALWAYS enter
EA.
Click the
Category
magnifying glass to look up the categories.
Choose the
Category
link that best describes the item.
Click the
Supplier Name
magnifying glass to run a search for the supplier directly from this field.
Enter the name of the Supplier in the
Name
field.
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 by submitting a Supplier Change Request.
If no results are found for your supplier, you can request to add the supplier to NUFinancials by creating a Supplier Registration.
Click
Find
.
Click the
Supplier 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
(beginning with BLK or other naming convention as determined by your school/department so it is easily recognizable as a blanket when viewing your list of requisitions)
Click on the
Requisition Type
magnifying glass.
Select
Blanket Order.
Click
Edit
next to the comment bubble to add an attachments.
Click
Add Attachment > Choose File > Upload > OK
.
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.
Click the Line Details icon
. (Located at right hand side for each requisition line)
Select the
Amount Only
checkbox.
Click
OK
.
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.
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Details
Article ID:
1995
Created
Mon 11/7/22 1:59 PM
Modified
Fri 1/13/23 10:03 AM
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://services.northwestern.edu/TDClient/30/Portal/KB/ArticleDet?ID=1995">https://services.northwestern.edu/TDClient/30/Portal/KB/ArticleDet?ID=1995</a><br /><br />Blanket Order Requisition Job Aid