AGRESSO Business World User Guide - Web Requisitioning
Contents
1. nttps abwssqa stir ac uk Agresso Default aspx type topgen amp menu_id PO332 it irdi ir AGRESSO Requisitions sta 4 File Edit View Favorites Tools Help s 5 Suggested Sites Free Hotmail Web Slice Gallery a D w i gt gt Requisitions standard P1 gt 45 i iH save C Clear GS Open Gilg Documents Q4 Log book 7 Add to shortcuts Help amp poo fq Requisition entry 3 L 8 Requisition 3 2 Requisition number o Requisitioner 3 7017208 3 Delivery date 27 03 2014 Status te 2 Period 201209 External ref Message SupplierID EA Fixed supplier am SUNDRY BACS PAYMENTS Delivery address Ronald Balfour Delivery Cost centre CC oss i School of Biological and Project Code Sundry cust suppliers Name BETA ANALYTICAL LTD Bank account 001234560 ___ I Swift Clearing code 110011 Address 6 MAIN STREET Town ae County _ Post Code FK7 7AA i VAT RegNo 12345678 Gi Reset Ed rark Requisition details O Product Description Unit SupplierID Responsible Delivery date Qty Currency Price Amount Status a 3990 0 1 E Miscellaneous Expenditures UN 7 lEs 27 03 20 14k 1 00 GBP es 10 00 10 00 Active Ea Une SUNDRY BA Sterling Pound N ___ PAYMENTS _ GB Sa ee 10 00 Add Ea Delete E9 copy row J search products Search kits E Sundry cust suppliers Na BETA ANALYTI2. AGRESSO Own requisitions Own requisitions P1 gt E A Choose columns 9p Add to shortcuts Help ea D A v Selection criteria 3 L 3 Results z E Serch Detailievel _ Alllevels v 3 Li Copy to clipboard Rows per page 50 v 2 Requisition Workflow status T Product Description Unit Ordered Amount C SuppID T 1 6250009 0021 01 TRI COLOUR INK CARTRIDGE EA 1 00 14 30 SUPPLIES TEAM SCOTLAND E r ery reso e T T 3 6250107 3990 01 Testtest 1 00 1 00 A AND D CARTWRIGHT Tare e S 5 6250156 3010 01 Stationery 1 00 10 00 A AND D CARTWRIGHT 6 6250156 3010 01 Stationery a 1 00 1 00 A AND D CARTWRIGHT 7 6250156 3990 01 Miscellaneous Expenditures UN 1 00 1 00 CEA Ly Eh ho aaa 3 6251180 3990 01 Miscellaneous Expenditures UN 1 00 1 00 A AND D CARTWRIGHT e es ee ee ee El ie ee ee Sa a ee ee ae a All lt j Goods Receipting Select Procurement a7 AGRESSO Business World User Guides Under Purchase orders folder Select Goods receipt AGRESSO Goods receipt Windows Internet Explorer provided by University of Stirling IS gt https abwssdev stir ac uk Agress ault aspx topa d P028 4 4 P coos Pl File Edit View Favorites Tools Help o DE a oO k 5 acresso Goods receipt fi gt 8 m Q Procurement Goods receipt P1 Expand all E Collapse all EHome Hep i fA Save C Clear E3 Open fy Documents gt Workflow user
3. Pt AGRESSO Business World User Guides Authorisation of Requisitions Authorisers who are logged onto Agresso Business World will receive a task alert notification of requisitions awaiting authorisation Select My Tasks then Workflow Tasks folder AGRESSO Business World Windows Internet Explorer provided by University of Stirling Go gt MB http minnoch Agressofdefault aspx 9 lt e Fie Edit View Favorites Tools Help Za i Be Be AGRESSO Business world D 7 My tasks Expand all J Collapse all J Home E Help 3 Workflow tasks Z Requisition approval OrderNo 62629 D SOP OrderNo 600143 4 SOP OrderNo 600148 M SOP OrderNo 600155 Z Raise sales order OrderNo 600095 A Raise sales order OrderNo 600096 2 Raise sales order OrderNo 600097 L Alerts Welcome to Agresso Business World A Update task list E Show options In need of more detailed information Read more about a specific Process or screen here If you would like to set a personal start page please follow this link University of Stirling amp Refresh Logoff University of Stirling v se My shortcuts A d General Ledger transactions Remove sa By Goods receipt Remove G Reports P Purchase order printout Remove P Purchase orders Remove i Procurement Information pages E Accounting Options Agresso Business World Lv Local intranet 100
4. Purchase orders Delivery date 02 03 2011 o E Status Supplier information Period 201008 External ref SupplierID i Fixed supplier Delivery address Ronald Balfour Delivery v Cost centre CC Project Code Reset EPak Requisition details Product Description Unit SupplierID Responsible Delivery date Qty Currency O1 i o wil E ozyosy2011 0 00 GBP Sterling Pound 1 Z University of Stirling n EJ Add Ed Delete L Copy row E Search products i Search kits Refresh Edos off University of Stirling Ed E u i G E Wal GL Analysis My tasks s y G Reports X Product text E Information pages Options a a a 2i Done amp Local intranet f Q100 Select Workflow Enquiry requisitions This report allows requisitions to be searched by status Status lets you search against any of the various stages a requisition passes through e g workflow in progress finished etc Under Parameters Select status from drop down menu In Task owner like field add your own user id Under Results click search Data can be sorted by populating particular field below each header e g task owner product etc then clicking search Alternatively Select Workflow User Log requisitions Under Results click search Data can be sorted by populating particular field below each header e g task owner product etc then clicking search 11
5. AGRESSO Business World User Guides Overview This document is designed to lead you through the web requisitioning process including authorisation of requisitions receipting of deliveries and reporting AGRESSO Business World User Guides Creating a Requisition Log on to Agresso Business World AGRESSO Business World Windows Internet Explorer provided by University of Stirling Go aa http minnoch Agresso default aspx vitr x Google Uk P File Edit View Favorites Tools Help w ae acRESSO Business World f le z My tasks A Expand all E Collapse all Ej Home Help amp Workflow tasks Alerts update task list EA show options Welcome to Agresso Business World In need of more detailed information Read more about a specific Process or screen here se My shortcuts Here you can add links to your favorite pages by simply dicking the Add to shortcuts button on the actual page y University of Stirling Refresh Log off University of Stirling v F Reports e Procurement E Information pages Options a lt gt Done Local intranet 100 Select Procurement then Requisitioning folder then Requisitions standard This page lets you register new purchase requisitions AGRESSO Business World User Guides AGRESSO Requisitions standard Windows Internet Explorer provided by University o
6. 7 1 Under the Workflow Tasks folder there will be listed requisitions that are awaiting approval Clicking on any requisition approval order number will take you to the Requisition approval screen 2 To review a requisition click on the line detail to drill down Any field not greyed out can be amended with the changes being saved when the document is authorised 12 AGRESSO Business World User Guides AGRESSO Requisition approval Windows Internet Explorer provided by University of Stirling 6 s http minnoch Agresso Default aspx type topgen amp menu_id P0281 amp element_type REQ amp client P1 amp process id 1780id 1 44 X Pi File Edit View Favorites Tools Help We Be Bacresso Requisition approval a Requisition approval P1 ta gt i O Clear 3 Open jij Documents gt Workflow user log 42 Add to shortcuts 7 Help O F a EA Approve a Reject HH Advanced mode N 8 Sort by v a z all visible items Requisition information Workflow log row 1 2 Oo Resource RequisitionNo 6262985 13 07 2009 11 27 Department Profile 2 CBE AJD4 Distribu Name z Curr amount 159 99 Updated 13 07 2009 Enter a comment RequisitionNo 6262985 Updated 13 07 2009 o Copy Total 1 Requisition details Map Status Currency Curr amount Qty Unit Price Product Product description SupplierID Re o E GBP 159 99 1 00 uN 159 99
7. log Serialo Qy Log book sip Add to shortcuts Help B amp Reauisitioning E Requisitions standard Order information amp Workfiow enquiry Requisitions OrderNo bf External ref Wi w g A oeaan TE covenant Bo see GQ All requisitions Requested by Order status 3 GS Purchase orders E Purchase order printout Order details E Goods receipt o Order line Product Description Order qty Previously received Supplier information 0 00 0 00 EA Rest cancelled A Workflow log row 0 Please select a row in the corresponding table to populate this section y University of Stirling Refresh Log off University of Stirling E My tasks B Reports E Information pages E options a 4d e e Local intranet f Roo Enter Goods received entry screen Enter a Purchase Order number and tab through to next field Message An existing item has been load will appear 218 AGRESSO Business World User Guides AGRESSO Goods receipt Windows Internet Explorer provided by University of Stirling g gt https abwssdev stir ac uk ya tsx Paj Fie Edit View Favorites Tools Help A wv 7 a AGRESSO Goods receipt ia z ay amp G Goods receipt P1 H Save C Clear 3 Open jij Documents Workflow user log Serialo Q4 Log book Add to shortcuts
8. ossaiby v OrderNo J External ref Delivery date Supplier Requested by Order status Order details Order line Product Description Order qty Previously received Qty received Unit Z 0 00 0 00 0 00 Rest cancelled A Workflow log row 0 Done Local intranet f 100 Receipting of Blanket call off Orders Receipting should be done in accordance with the delivery of the goods services which have been called off Receipting of Standing Orders Receipting should be done against each order line in accordance with the delivery of the goods services as specified in the standing order Unbooking Purchase orders If goods services are receipted in error e g 10 is entered instead of 1 a minus quantity e g 9 should be entered into the particular goods received entry order line 20 L AGRESSO Business World User Guides Manual Termination of Purchase Orders Note Prior to a Purchase Order being terminated any open PO lines on the Purchase Order that represent an invalid outstanding commitment i e the to invoice value is not zero AND have already been booked in must first be unbooked by the Requisitioner Select Information pages then Report Ordering then Web Reports then Terminate Purchase Order select drop down variant Assign PO number Order number from field tab out and click on Save 21 AGRESS
9. 209 99 299 99 Active E Unit UNICORN TRAVEL LTD REB3 Sterling Pound GB N 299 99 aca 9 Delete E Copy row a Search products i Search kits E GL Analysis Account Costc Project Subproj TC Amount Oi 3070 ce i E BL EE 299 99 E Travel General School of Biological and Environmen Dempt aa 299 99 F Split row A Product text Mi lt gt Done amp Local intranet fo 100 2 To add a product to the requisition go to Requisition details Click on line 1 and the cursor will appear in the Product field To select a product click field help dialogue enter basic criteria and click on search The product code will always be in the form of the appropriate account code with the suffix 01 e g 3070 01 for travel Alternatively directly input product code if known 3 Having entered the product code in the Product field tab to the Description field and amend the default description to reflect the goods or service what you want to purchase Full details can be entered in the Product text field this field should be used to add any detail necessary to supplement the description used the Product description above 4 Tabbing out of the Product field retrieves the default information for Unit A Default unit will appear Accept by tabbing to next field or use drop down list to select alternative 5 To select a supplier tab to supplier field The supplier selected in the requi
10. 3070 01 E Air Fare 2007797 E D E 4 E GL Analysis Account Costec Project Subproj Tax code 3070 660 EX Split Map Status Account Costc Project Subproj Tax code Ts Perce x 3070 s60 IL x Jl Travel General Finance Office Recharges Exempt 7 Product text Return flights Glasgow to London Heathrow Agresso Bu v lt gt Done 4 Local intranet A100 3 Requisitions can be approved in one of two ways Choice of approval method will depend upon the quantity and complexity of the requisition lines Method 1 Process one item at a time in simple mode Click Simple Mode To process one selected item only click the Approve or Reject button at the top Before you process the item you may do some or all of the following Review the details in the Requisition details section and make necessary changes View workflow log information for each row by clicking on the relevant row a 3 AGRESSO Business World User Guides AGRESSO Requisition approval Windows Internet Explorer provided by University of Stirling 6 s http minnoch Agresso Default aspx type topgen amp menu_id P0281 amp element_type REQ amp client P1 amp process id 1780id 1 44 X Pr Fie Edit View Favorites Tools Help w he AGRESSO Requisition approval ei Requisition approval P1 ta gt i O Clear 3 Open jij Documents gt Workflow u
11. CAL LTD ank account 00123456 Swift Clearing code 110011 Creating a Blanket call off Order 1 A single line requisition should be created showing a maximum quantity OR value of goods or services e g 100 units or 100 which it is expected will be purchased over a specific period of time e g 6 months Quantity and price should be swapped as appropriate e g a blanket order for 100 could be raised as 100 units of 1 or 100 Note a blanket call off order should not be raised for more than one financial year Creating a Standing Order 1 Create a single requisition line for each and every regular and fixed quantity of goods or services to be ordered e g per month or per quarter Pt AGRESSO Business World User Guides Note a standing order should not be raised for more than one financial year Creating a Parked Requisition 1 Open Requisition Entry screen At Status field on Requisition Entry screen change from status or requisition from Active to Parked by selecting Parked from drop down menu 2 Complete and save requisition Amending a Parked Requisition 1 To recall a Parked requisition or a requisition that has not yet been authorised open the Requisition Entry screen click Eon and enter the requisition number for the requisition you wish to update 2 Tab through to the next field The requisition will automat
12. Help gt a i An existing item has been loaded o 3 Order information J OrderNo 2049703 External ref 3 Delivery date 05 09 2011 E Supplier UNICORN TRAVEL LTD 2 Requested by Ronald Balfour Order status Ordered Order details go Order line Product Description Order qty Previously received Qty received Unit Oo 1 3070 01 Air Fare 1 00 0 00 1 00 Unit 7 3 1 00 0 00 1 00 Rest cancelled A Workflow log row 0 E copy Agresso Business World TPO006 reb3 P1 Done a Local intranet a 100 Under Purchase order enter Delivery Note number in External ref box if appropriate Enter Delivery date Under Purchase order details click on line s required Verify that the delivery details and order quantity agree otherwise change the amount in the Units to receive field to reflect the actual amount delivered Click on Save All records will be updated and a Dispatch number will be generated and displayed The Dispatch number should be written on the delivery note 19 AGRESSO Business World User Guides AGRESSO Goods receipt Windows Internet Explorer provided by University of Stirling g J hts abwssdev stir ac uk v 4 9 X Pir File Edit View Favorites Tools Help wl BS AGRESSO Goods receipt A A m R G Goods receipt P1 H Save C Clear 3 Open jij Documents Workflow user log x SerialNo Q Log book Add to shortcuts Help s Order information nuaw uw
13. O Business World User Guides Web Reporting Select Reports Select Reports Purchasing Reports AGRESSO Business World Windows Internet Explorer provided by University of Stirling Go x http minnoch Agresso default aspx Y 411 Google u File Edit View Favorites Tools Help Be Be Bacresso Business World Reports o o _ Expand all J Collapse all EJ Home j Help Global reports Customer Reports Departmental Reports Purchasing Completed Purchase Orders w Purchase Orders Enquiry amp Purchase Orders Enquiry Totals E Requisitions Enquiry Supplier Reports Private reports Welcome to Agresso Business World In need of more detailed information Read more about a specific Process or screen here y University of Stirling Refresh Log off University of Stirling x X My s z EE Wal Here you can links to your favorite pages by simply dicking My tasks the Add to shortcuts button on the actual page A Procurement Z Customers and sales E Information pages Accounting Options Agresso Business World Local intranet Qio Click individual Report new report window will open Set parameters as required under Parameters Click Search under Reports Report showing data for your cost centre s only will be created 2 AGRESSO Business World User Guides Note Copy to Clip
14. Project Code To search for an item in a field click on field help dialogue icon Requisitioner and Period fields contain default information Select the appropriate Deliver address from the drop down list Note Fixed supplier should be selected if requisition being created is for only one supplier chosen Supplier ID will then default to each subsequent requisition line AGRESSO Business World User Guides AGRESSO Requisitions standard Windows Internet Explorer provided by University of Stirling 6 S https abwssdev stir ac uk g x 4 P File Edit View Favorites Tools Help AGRESSO Requisitions standard A amp my amp Ge Requisitions standard P1 w gt 5a f H save O Cear 3 Open lily Documents Q Log book Tr Add to shortcuts Help 4 a ace 3 a Requisition entry 2 we o E Requisition 3 B Requisition number 0 Requisitioner 2 w 1017208 3 Delivery date 02 09 2011 E Status Active v s Period 201008 External ref e a SupplierID 2014325 B Fixed supplier UNICORN TRAVEL LTD Delivery address Ronald Balfour Delivery v Cost centre CC n E Project Code GiReset fal Park Requisition details Product Description Unit SupplierID Responsible Delivery date Qty Currency Price Amount Status Ci 3070 01 E Ar Fare un w 2014325 BB Ronate i 02 09 2011 fai 1 00 GaP __
15. UNIVERSITY OF STIRLING ir ales CY AGRESSO Business World User Guide Web Requisitioning AGRESSO Business World User Guides COV GT VIEW rainen ne aE ONAE EIEEE TEE EEE ERRER EEES 3 Creating a REGUISIION syc2sysiexesexdignieecasecdiasedeunorxetanideuestseianivornoeserantiors 4 Creating a Requisition using a Sundry Account cece eee e cence eee ene eee e ens 8 Creating a Blanket call off Order 2 sss nccccpasesse na yenasnanhancesavcnncnaseasuaseaus tabaccanae D Creating a Standing Order csuts asap ian nesese oreore etediardeaenisd bedankt ach ree ree sse sse areas Creating Amending a Parked Requisition ssssssseneessssssssrrrrererresssssse 10 Checking the Status of a ReQUIs Of sisi cuiawoesinneeanicsoavanendsaneeanereuieneovadeys 10 Authorisation of Requisitions ssssseessnereessssssssrrrrrrrrrsssssrserrrrreeeren 12 Distribution of Purchase OrderS 0 cece cece cece eeeeeeeeeucccecscecscscssecsesessseeeees LO Access to Copy Purchase Order ic asievicsnvscawnesscwiagneiveosa pleas ealndranverinn 16 Identifying Purchase Order Number of an Authorised Requisition 4 17 Goods RECS ING 2s sncyaicnsgshdaeestneenanereratandsdeoenersencarenceaniensi pauaesnnenee 18 Manual Termination of Purchase Orders cecceeeeeeeeee eee eneeneneeneeaeees 21 Web Reporting a on sen vic gud ice sd guests aa asaya hg ena pega eens tn dGs ee reagan eee 22
16. ar 3 Open jij Documents 9 7 Add to shortcuts Z Help S E Reauisitioning S Internal order e Auto numbering 3 G Purchase orders G Procurement invoices Supplier Contact information Invoice Payment Relations Action oven B suppier information one R supplier Supplier mew B UA Statement of accounts Purchase card Supplier group Comp reg no Short name Text y University of Stirling Refresh YadLog off University of Stirling gt Select Supplier tab to Supplier field Click field help dialogue enter basic criteria and click on search Click on Supplier required Click lil Documents option Copy purchase orders for selected supplier will be shown Select and save Copy PO documents as required Identifying the Purchase Order number of an Authorised Requisition 16 AGRESSO Business World User Guides Select Procurement Then Requisitioning folder Select Own Requisitions Click Search Populate empty Requisition field and click Search again AGRESSO Own requisitions Windows Internet Explorer provided by University of Stirling Go gt https abwss stir ac uk agresso Default aspx type topa x a x B Google UK E 2 p c SSS m M O Fie Edit View Favorites Tools Help ve amp
17. board facility can be used to copy report data into Excel worksheet 23
18. f Stirling 6 GA e a https abwssdev stir ac uk Mi a X Aj File Edit View Favorites Tools Help acresso Requisitions standard a H m amp Ge Requisitions standard P1 A gt 42 B H save O Cear GS Open fiilg Documents Q Log book Add to shortcuts Hep 4 a a a Requisition entry a n P mil Requisition 3 B Requisition number 0 Requisitioner gt an 7017208 3 Delivery date 09 08 2013 E Status Active Fi L b Period 201008 External ref SupplierID E Fixed supplier Delivery address Ronald Balfour Delivery v Cost centre CC E Project Code Reset al Park Requisition details Product Description Unit SupplierID Responsible Delivery date Qty Currency Price Amount Status Oi E owl 09 08 2011 g 0 00 GBP gt 0 00 0 00 Active E Sterling Pound GB N 0 00 E Ada E3 Delete copy row E Search products k Search kits E v GL Analysis A Product text v lt gt Done Local intranet 4 id amp 100 Note The Requisition Entry screen can be maximized by clicking K Procurement at top left of screen 1 To create a requisition first complete the requisition header fields under Requisition Delivery Date Status default active should not be changed External ref Supplier ID Fixed Supplier Delivery address Cost Centre and
19. ically be displayed 3 You may now update the registered requisition All lines and fields may be changed lines may be removed and additional lines added as required To apply changes to the first original line click twice To remove a line from the requisition select the Delete command To add a requisition line select new If no further changes are to be made to your requisition change status to Active and save Requisition will then be sent for approval Checking the status of a Requisition The status of a requisition can be checked at any stage of the requisitioning process Select Procurement Then Requisitioning folder 410 AGRESSO Business World User Guides AGRESSO Requisitions standard Windows Internet Explorer provided by University of Stirling g Dd a https abwssdev stir ac uk Mi al X Aj File Edit View Favorites Tools Help Ry wv X iy acresso Requisitions standard ta R Procurement gt Requisitions standard P1 N Expand all E Collapse all Ej Home E Help B H save C Cear 3 Open ij Documents Qy Log book p Add to shortcuts P Help B Reauisitioning Requisition entry EJ Reauisitions standard A F Workfiow enquiry Requisitions Requisition 3 Workflow user log Requisitions a Requisition number o Requisitioner amp Own requisitions F 3 All requisitions ivery 02 09 2011 E
20. it UNICORN TRAVEL LTD REB3 Sterling Pound GB N Z 299 99 Add EJ Delete E Copy row E Search products Search kits E GL Analysis Account Costc Project Subproj TC Amount 1 3070 089 B E 299 99 Travel General School of Biological and Environmen Bemor Z 299 99 s 2 Done 3 Local intranet f 100 Creating a Requisition using a Sundry Account 1 If you are raising a requisition for a supplier that does not already have a supplier account set up supplier ID 7 Sundry BACS Payments can be used This can only be used if the supplier will be used only once and the value is below 3000 If this is not the case a New Supplier Account must be set up 2 Enter 7 in the Supplier ID field this will bring up sundry cust suppliers 3 In the name field enter the full supplier name in upper case 4 In the bank account field enter the 8 digit bank account number with no spaces or punctuation 5 In the clearing code field enter the 6 digit sort code with no spaces or punctuation 6 In the address field enter the full postal address including postcode that the remittance should be sent to Upper case must be used for all text 8 Pt AGRESSO Business World User Guides 7 lf applicable enter the vat reg no 8 In all other respects the process is exactly the same as for a requisition raised to a supplier account
21. lick Undo or click the correct action View workflow log information for each row by clicking on the relevant row Execute the selected actions by clicking Save at the bottom of the page T Pt AGRESSO Business World User Guides Note Requisitions can be authorised off campus Approvers must however ensure that Agresso is accessed via the Finance Agresso web link on the University Portal Distribution of Purchase Orders Once approved requisitions will be processed as Purchase Orders This is an automated process which runs hourly Mon Fri E enabled Suppliers If a Purchase Order has been raised against a supplier that is e enabled the Purchase Order document will automatically be sent to the supplier as a PDF email attachment All other Suppliers If a Purchase Order has been raised against a supplier that is not e enabled the Requisitioner will be sent an email which contains the Purchase Order as a PDF attachment The Purchase Order must then be sent to the supplier either by email fax or mail Note If an authorised requisition does not convert to a Purchase Order queries should be directed to Procurement Services on procurement stir ac uk Access to Copy Purchase Orders Select Procurement 5 AGRESSO Business World User Guides then Supplier Information then Supplier Procurement Supplier P1 EJ Expand all E Collapse all Ej Home Ed Help i H save C Ce
22. ser log 42 Add to shortcuts 7 Help D A a EA Approve a Reject HH Advanced mode N 8 Sort by v a z ad Viable items Requisition information Workflow log row 1 2 0 Resource RequisitonNo 6262985 13 07 2009 11 27 Department Profile 2 CBE AJD4 Distribu Name z Curr amount 159 99 Updated 13 07 2009 Enter a comment RequisitionNo 6262985 Updated 13 07 2009 ne Copy Total 1 Requisition details Map Status Currency Curr amount Qty Unit Price Product Product description SupplierID Re O GBP 159 99 1 00 UN 159 99 3070 01 E Air Fare 2007797 E anaes brasta E GL Analysis Account Costec Project Subproj Tax code 3070 660 EX Split Map Status Account Costc Project Subproj Tax code Ts Perce B x z07 s60 IL l E Travel General Finance Office Recharges Exempt Product text Return flights Glasgow to London Heathrow Agresso Bu v gt Done 4 Local intranet R100 Method 2 Process Requisitions in advanced mode Click Advanced mode Note the header buttons are now unavailable except Simple mode which can be used to switch back to simple mode Review the details in the section Requisition details and make appropriate changes row by row Select the check box of one or more of the relevant item rows and then click Approve or Reject button under the rows Note to remove one or more actions you have set select the check box of those items and c
23. sition header will default To select a different supplier click field help dialogue enter basic criteria and click on search Click on the Supplier required s6 Pmt AGRESSO Business World User Guides This will populate the Supplier field Alternatively directly input Supplier ID if known 6 At Responsible field your name must be selected from the drop down menu 7 Delivery date will default to the value in the header field Amend as necessary 8 In the Qty Quantity field enter the quantity being ordered and tab to next field 9 In the Price field enter the cost price excluding VAT and tab to the next field 10 At GL Analysis Account Cost Centre and Project codes will default from the information input at the Requisition header If an alternative Cost Centre or Project is required click amp field help dialogue or input GL information if known Subproj Sub project code should be selected in the same way Note the Resource Number field will appear against Account 4180 The Requisitioner s Resource Number will default this must either be deleted or overtyped as appropriate 11 To add additional product lines click Add and repeat processes 2 10 above 12 To delete a line tick the box on the extreme left of line and click delete 13 To view detail on previous lines click on the particular line 14 Save your requisition entries with default Active status by clicking save icon Req
24. uisition will then be sent for approval 15 Once a requisition has been saved it will be allocated a requisition number If you are saving the document as a Parked Requisition see below you should note the requisition number that has been allocated AGRESSO Business World User Guides AGRESSO Requisitions standard Windows Internet Explorer provided by University of Stirling 6 https abwssdev stir ac uk Mil a 4 x Pi File Edit View Favorites Tools Help By f acresso Requisitions standard sa D R di Requisitions standard P1 gt S H H save O Cear 3 Open iil Documents Q Log book r Add to shortcuts Help 4 2 2 a The requisition is saved with requisition number 6296460 a a 3 a Requisition entry o D gt Requisition 3 Requisition number 6296460 Requisitioner 7017208 c Delivery date p2 09 2011 E Status Active 5 Period 201008 External ref SupplierID 2014325 Fixed supplier UNICORN TRAVELLTD Delivery address Ronald Balfour Delivery v Cost centre CC 089 E School of Biological and Project Code Reset EPak Requisition details Product Description Unit SupplierID Responsible Delivery date Qty Currency Price Amount Status Oi 3070 01 airFare un 4 2014325 EB Ronatc iv 02 09 2011 E 1 00 GBP x 299 99 299 99 Active E ee Un
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