Fluid Requisition - Viewing Requisition Attachments in NUFinancials (Training Guide)

This guide describes how to view attachments on requisitions in NUFinancials.

  • Requesters can view attachments to requisitions once they have been submitted for approval.
  • Examples of documents that may be attached are the Bid Documentation form, Sole Source Justification form, and vendor quote.
  • These attached documents may be in Excel, Word, or Adobe acrobat format (pdf).
  • There are 3 ways to view attachments in a requisition:
    • Requisition Details
    • Approval Status
    • Edit Requisition

 

Navigation: NUFinancials > Employee Self Service Homepage > eProcurement > My Requisitions

  1. Search for and locate the requisition.
  2. Click the Details icon at the end of the requisition to expand the Lifeline of a requisition.

 

Method A: Requisition Details

  1. Click the Requisition icon in the Requisition Lifeline.

 
  1. A new window opens with the Requisition Details. Under Requisition Lines, click the paperclip icon for the line attachment that you would like to view.

  1. Click View.


Method B: Approval Status

  1. Click Approvals icon in the Requisition Lifeline.

 
  1. A new window opens with the Approval Status. Click the triangle icon to expand Line Information section.
 
  1. Click the comments bubble to view attachments. If the comments bubble appears empty, there are no attachments to view.
 
  1. Select the desired attachment to view.

 

Method C: Edit Requisition

Note: This method is only available if the requisition has not been sourced into a Purchase Order (Purchase Orders icon is grayed out).
 
  1. Select Edit Requisition from Action drop down menu.
    • Viewing an attachment will not result in re-initiating the approval process.
    • Making changes to chart strings, dollar amounts, quantities, etc. will result in re-initiating the approval process.

  1. Requisition Shopping Cart page will appear. Click Checkout button.
 
  1. Requisition Checkout page will appear. Under Requisition Lines Overview, click Line Comments to view attachments.
 
  1. Click View.

 

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

 

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Details

Article ID: 2105
Created
Fri 1/6/23 2:52 PM
Modified
Wed 1/11/23 11:54 AM