Fluid Requisitions - Resolve Chart String Combination and Budget Check Errors in NUFinancials

If you receive a budget check error on a requisition, the guide outlines the error messages and chart string rules that will help in resolving the error.
 

Identifying the Requisition Budget Error

After checking the budget on a requisition, you may see the status as Error in Budget Check.

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

  1. To find your requisition listed in My Requisitions, search by the appropriate criteria.

  1. For the requisition that needed to be corrected, select Edit from the Actions drop-down menu.

  1. The Requisition Shopping Cart will appear, click the Checkout button.

  1. On the Requisition Checkout Page, click the Error Details link to view error message.

  1. In training example below, the error is No Budget Exists. This includes that no budget has been established on the chart strings.

 

Chart String Construction Rules

Use this table to determine if a chart string is correct. Find the Fund the chart string uses, and then follow the row across to see what rules apply to each ChartField for that Fund number. The Fund and Account ChartFields are required on every transaction.

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Note:

**Unless the sponsoring agency doesn’t allow carry-over funding between award periods or requires billing invoices to be sent for spending on individual periods.

*As allowed by Northwestern University policies and procedures. For example, restricted funds may prohibit certain types of expense.

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Budget Error Messages

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Budget Header Status Errors

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

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