Tips:

Non-Catalog Special Requisition: Receive by Dollar Amount

Upon completion of this guide you (Requester) will be able to:

What is a Receive by Dollar Amount requisition?

What should you use Receive by Dollar Amount for?

How long is this requisition good for?

When should you add attachments to this type of requisitions?

Additional Resources

Create Requisition

Navigation: NUFinancials > eProcurement > Create Requisition

1. Define Requisition

Graphic of Step 1 Define Requisition Screen
  1. Click the Receive by Dollar Amount checkbox. You must click this special requisition checkbox in order to set up the requisition so that you can receive by dollar amount instead of quantity.
  2. Name your requisition. Note: The maximum number of characters is 30.
  3. Click Continue.

Add Items and Services

  1. Click Non-Catalog. (Select a Request Type appears.)
  2. Click Non-Catalog Item. (The Non Catalog Item fields appear.)

Enter non-catalog item description for the first payment

  1. Enter product/services information for the first payment/invoice as shown.
    1. Item Description: Enter a description to match the service you are requesting.
  2. For all non-catalog special requisitions:
    • Price: Enter an amount equal to the total known or estimated amount of the line.
    • Quantity: For all special requisitions, always enter 1.
    • Unit of Measure: For all special requisitions, always enter EA.
  3. Click Add Item (The line item and total appear on the Requisition Summary on the far left of the screen, not pictured).  
Graphic of Step 2. Add items and Services Non-Catalog item screen

Enter non-catalog item description for the next payment(s)

Graphic of Step 2. Add items and Services Non-Catalog item screen

  1. Enter product/service information for the next payment/invoice as shown.
  2. Enter product information or the remaining payment/invoices(s). This may be a specific amount or an estimated balance.
  1. Click Add Item (The line item and total appear on the Requisition Summary of the far left of the screen, not pictured).

Review and Submit

Enter Ship To and Chart String Information

  1. Click 3. Review and Submit. (3. Review and Submit appears.)
  2. For each line item, enter the Ship To code.
  3. For each line item, enter the Chart String.
    • Note: To apply Ship To codes and chart strings:
      •   For a single line item, use the Expand triangle next to the line item, and then enter the Ship To code and chart string for the item.
      •   Or, for multiple line items, you can select item checkboxes, and then click Modify Line/Shipping Accounting to apply chart strings to multiple line items.

Check Budget and Save and Submit

  1. Click Check Budget. (A message appears.)
  2. Click OK. (The budget check runs. If a Budget Checking Status of Valid or Warning appears, you may proceed to the next step.)
  3. Click Save and Submit. (The Confirmation page appears with the Requisition IDs and approval workflow listed.)