This Job Aid walks a Requester through the process of creating a Fluid Non-Catalog Requisition.
Navigation: Log into NUFinancials > Select Employee Self Service Homepage > Click on the eProcurement (tile)
- Click the Create Requisition Tile.
- Click Special Requests to create a Non-Catalog Requisition.
- Enter Item Description.
- Enter Price.
- Enter Quantity.
- Click and enter the Unit of Measure.
- 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 ID field, click the Supplier ID magnifying glass to run a search for the supplier directly from this field.
- Expand the Search Criteria section to search by Supplier Name. Enter the name of the Supplier that you need in the Supplier Name. Then Click Search.
- 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 ID/Supplier to select the Supplier.
- For the Supplier Location field, click the Location magnifying glass to run a search for the supplier location directly from this field.
- 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 on 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.
- Select Requisition Type as ONL, the Standard Requisition type.
- Enter Header Comments if applicable.
- Enter Justification Comments if applicable.
- To add an Attachment, click Line Comments below the line item.
- Click Add Attachment > My Device > Select File > Open > Upload > Done.
- Click Done to Close.
- Click Schedule Details next to your line item for Ship To and Distributions.
- Click the magnifying glass next Ship To.
- Expand the Search Criteria section to search by Ship to Location or Description. Click Search and select the appropriate Ship to Location.
- At this time, you can input the Attention To field, if it hasn’t already populated with the correct name.
- Under Distributions, enter chart string fields for a line item.
- Click Chartfield2.
- Enter Fund Code.
- Enter Department Code.
- Enter Project and Activity Codes as applicable.
- Enter Account Code.
- Click Done.
- Click Save. Requisition ID is assigned.
- Click Checkout.
- 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 budget checking the transaction. Click Yes.
- Click Checkout.
- Click Submit.
For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email consultant@northwestern.edu.