Tips:

Create a Non-Catalog Requisition

Navigation

  1. Log in to NUPortal
  2. Click Financial > Purchasing
  3. Under the Non-iBuyNU Vendors, click the non-catalog requisition link

Step 1: Define Requisition

  1. Enter Requisition Name as determined by school/department naming conventions (maximum of 30 characters)
  2. Click Continue

Step 2: Add Items and Services

  1. Click Non-Catalog tab
  2. Click Non-Catalog Item
  3. Provide Item Description (required)
  4. Provide Price (required)
    • Enter U.S. dollars with decimal
    • Zeros after decimal are system-supplied
  5. Provide Quantity (required)
  6. Provide Unit of Measure (required)
  7. Provide Category (required)
    1. Click look up button (magnifying glass)
    2. Click + to expand All Categories tree
    3. Click desired category to insert into requisition form
  8. Provide Vendor ID (required)
    1. Click the look up button (magnifying glass)
    2. In the Name field, type in all letters or only the first few letters of vendor name, and then click Find
    3. Click desired Vendor ID to insert into requisition form
    • If there is more than one vendor record for the same vendor, do not select the one designated as IBUYNU MARKETPLACE
    • If the vendor you're looking for is not found in NUFinancials, enter a request to add a new vendor
  9. Provide Vendor Catalog ID (optional)
    • Use this field to enter in the SKU, manufacturer number, catalog number, quote number, or other unique identifier provided by the vendor for this item
  10. Click Add Item
    • The line item information you just entered displays in the Requisition Summary box
    • A blank Add Items and Services page displays if you have more line items to enter
    • If you have more items to enter, provide information for additional line items (repeat Item Description through Add Item above)

Important Note!

Step 3: Review and Submit

When done entering items, click 3. Review and Submit

1. Enter Ship To and Attention

Method 1 (basic): If this is a single line item requisition, or if the Ship To is different for each line item:

  1. Click expand section button (triangle) to right of the line item and enter Ship To code
    • If you know your Ship To code, you may type it in
    • If you know only the first few characters of your Ship To code, you may type in what you know then click the look up button (magnifying glass) to search for it. When you find the code in search results, click on the code to insert it into the requisition form.
  2. Review the Attention to

Method 2 (advanced): If this is a multi-line item requisition where the same Ship To may be applied to multiple lines:

  1. Click in check box next to the line item to select appropriate lines
  2. Click Modify Line/Shipping/Accounting
  3. Enter Ship To
    • If you know your Ship To code, you may type it in
    • If you know only the first few characters of your Ship To code, you may type in what you know then click the look up button (magnifying glass) to search for it. When you find the code in search results, click on the code to insert it into the requisition form.
  4. Enter the Attention to

2. Enter chart string

If you used Method 1 (basic) to enter your Ship To:

  1. On Chartfields1 tab, enter Account, Fund and Dept
  2. If using Fund 170-199 or 300-899, provide Project and Activity
  3. Proceed to next step

If you used Method 2 (advanced) to enter your Ship To:

  1. On Chartfields1 tab, enter Account, Fund and Dept
  2. If using Fund 170-199 or 300-899, provide Project and Activity
  3. Click Apply
  4. Select appropriate option from Distribution Change Options page:
  5. Click OK

3. Attach documents and add line item comments (if applicable)

Graphic of line item with comments bubble empty

  1. To the right of the line item, click the comments bubble
    • If attaching a document, follow these steps:
      1. Click Add Attachment
      2. Click Browse Browse for file to attach
      3. Double-click the desired file name, or, single-click file name and then click Open
      4. Click Upload
        • Attached file name displays in the Attached File box
        • If you have more attachments, repeat previous steps
    • If entering Line Comments, follow these steps:
      1. Enter comments that are specific to this line item, not the requisition as a whole
      2. If applicable, click the appropriate checkbox to trigger specific actions in the system:
        • Send to Vendor (comments display to vendor when purchase order is dispatched)
  2. When you are done adding attachments and/or line comments, click OK
    • The comments bubble is no longer empty Graphic of comments bubble full

4. Check Budget, then Save and Submit

  1.   Click Check Budget
  2.   Click OK to message
  3.   If budget check returns a status of Valid, click Save and Submit to complete requisition and initiate workflow
  4. When you have finished your NUFinancials session, click Sign Out in upper right.