Fluid Requisition - Non-Catalog Requisition Favorites in NUFinancials (Training Guide)

This guide describes how to create and manage non-catalog (non-iBuyNU) Fluid Requisition favorites for special requests or frequently ordered items. Favorites can be designated after they have been added to a non-catalog requisition.

Creating Favorites

  1. Favorites can be added from the Requisition Checkout page when creating a non-catalog requisition.
  2. Select the items to designate as favorites by selecting the check box at the front of the line item.
  3. From the Actions drop-down menu, click Add to Favorites.

  1. You will receive a confirmation message, click Done.
     
 

Using Favorites

Favorites are listed in the Favorites section in Create Requisition when creating a Fluid non-catalog requisition.
 
  1. Select Favorites from the menu.
  2. Select the favorite item that you would like to add by selecting the check box at the front of the line item.
  3. Enter the Quantity.
  4. Click Add.

Note: You may need to adjust the price by clicking on the item description link and modifying price in the requisition.

 
You will see a message: Item added to cart.
 

Deleting and Modifying Favorites

  • Favorites cannot be modified.
  • You can add or delete items.
  1. To delete Favorite, select the item(s) delete as favorites by selecting the check box at the front of the line item.
  2. Click Delete Selected.
  1. A pop-message will appear asking if you want to delete the selected line(s), click Yes.

 

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

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