Tips:

Create a Requisition for the Purchase of Capital Equipment

Contents

Definition of Capital Equipment

Equipment Categorization

Asset Requisitions

Non-Catalog Requisitions

Step 1: Define Requisition

  1. Enter a name for the Requisition
  2. Click Continue

Step 2: Add Items and Services

The 2. Add Items and Services page should display after clicking Continue in previous step.

  1. Click Non-Catalog tab
  2. Enter Item Description Give complete name of equipment (required)
  3. Enter Price (required)
  4. Enter Quantity (required)
  5. Enter Unit of Measure (required)
  6. Enter 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

Graphic of Category search box

Item Categories used for Assets:

Note: Choose the best match; more descriptive detail can be added later in Step 4.

  1. Enter Vendor ID and or Vendor Name(required)
  2. Enter Vendor Catalog ID

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.

  1. Click Add Item

Shipping/Freight Charges

Catalog Requisitions

Step 1: Access iBuyNU via NUFinancials

  1. Click eProcurement > Create Requisition
  2. Click 2. Add Items and Services
  3. Click Catalog tab
  4. Click iBuyNU

Step 2: Search for items and add to cart

  1. Adjust quantities
  2. Enter a name for the cart
  3. Click Checkout

Important Notes

4.  Select Profile ID of equipment
  1. Click Asset Information tab (in Accounting Lines section)
  2. Enter AM Business Unit (NWUNV), if blank
  3. Click the magnifying glass next to Profile ID to search.
  4. Search by description and select code (helpful hint: change operator to Contains)
Graphic of Accounting lines, Asset Information tab, Profile ID field

Step 3: Review and Submit (same for Catalog and Non-Catalog Requisitions)

1.  Add comments specific for an equipment purchase (required for assets)

You must either complete the Requisition Header Comments field or complete and attach the Capital Equipment Purchase Form.

2.  Attach document(s) and/or add line item comments (If applicable)

Image of Add/Edit Comments icon next to the line.

Important Note

3.  Enter Ship To code

4.  Enter Attention Line for Ship To (Recommended)

5.  Confirm PC Bus Unit as NWUNV

6.  Enter the chart string

  1. Enter the Fund, DeptID, Project ID (if applicable), and Activity (if applicable)
  2. Select or confirm the auto-population of the appropriate asset account from the table (below)

7.  Click Check Budget

8.  Click OK to message

Capital and Non-capital Accounts for Equipment Purchase

Equipment Description

Non-Capital Accounts < $5000

Capital Accounts > = $5000

Office Equipment

77070 & 77010

77550 

Scientific Instruments

77080 & 77020

77560

Computers

77090 & 77030

77570

Fixed Equipment

n/a

75840

Furniture

75844

75841, 77510

Movable Equipment

75844

75842

Capital Equipment

n/a

75843

NTG Telephone Equipment

77060

77515

AV Equipment

77050

77545

Other Office Equipment

77099

77550

Government/Sponsor Titled Equipment

n/a

77505

Music Instruments

77040

77580

Other Equipment (capital)

n/a

77599

Athletic Equipment

77077

77577