Fluid Non-Catalog Requisitions in NUFinancials (Quick Reference)

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)

1. Click the Create Requisition Tile.
2. Click Special Requests to create a Non-Catalog Requisition.
3. Enter Item Description.
4. Enter Price.
5. Enter Quantity.
6. Click and enter the Unit of Measure.
7. Click the Category magnifying glass to look up the categories.
8. Click the Category link that best describes the item.

Note: To select the category of capital goods, select the appropriate asset category.

10. For the Supplier ID field, click the Supplier ID magnifying glass to run a search for the supplier directly from this field.
11. 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.
12. Click the Supplier ID/Supplier to select the Supplier.
13. For the Supplier Location field, click the Location magnifying glass to run a search for the supplier location directly from this field.
14. In Supplier Item ID, type the supplier catalog identification, if applicable.
15. Enter comments into the Additional Information field, if needed.
16. Optional: Click Send to Supplier checkbox if the comments should be sent on the purchase order.
17. Click Add to Cart to add the item to your shopping cart.
18. Click Checkout, once you are done adding line items.
19. Enter Requisition Name.
20. Select Requisition Type as ONL, the Standard Requisition type.
21. Enter Header Comments if applicable.
22. Enter Justification Comments if applicable.
23. To add an Attachment, click Line Comments below the line item.
24. Click Add Attachment > My Device > Select File > Open > Upload > Done.
25. Click Done to Close.
26. Click Schedule Details next to your line item for Ship To and Distributions.
27. Click the magnifying glass next Ship To.
28. Expand the Search Criteria section to search by Ship to Location or Description. Click Search and select the appropriate Ship to Location.
29. At this time, you can input the Attention To field, if it hasn’t already populated with the correct name.
30. Under Distributions, enter chart string fields for a line item.
31. Click Chartfield2.
32. Enter Fund Code.
33. Enter Department Code.
34. Enter Project and Activity Codes as applicable.
35. Enter Account Code.
36. Click Done.
37. Click Save. Requisition ID is assigned.
38. Click Checkout.
39. 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.
40. A pop-up message appears regarding budget checking the transaction. Click Yes.
41. Click Checkout.
42. Click Submit.

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