agresso web procurement training mary halpin financial accounting
TRANSCRIPT
Agresso Web Procurement Training
Mary Halpin
Financial Accounting
Course Overview
1. Navigation
2. Web Requisition Entry
3. Limits
4. Requisition Approval
5. Goods Received Note (GRN)
Logging into Agresso Self Service
Launch Web browser and Navigate to NUIG staff online services
http://www.nuigalway.ie/online_services/onlineservices_staff.php
Go to Financial Systems and click Financial System – Agresso Online Services
Scroll down to the blue box with AGRESSO 5.5 and click it (this page has some useful links)
Input your staff ID number (six figures only) in the Name box Input U1 in the Client boxInput your Agresso password in the Password box
Click Procurement near the bottom left hand corner
Click Requisitioning near the top left hand corner
Then click Requisitions – Standard
Click the chevrons beside Procurement to get a full screen
All boxes with a red * must be completedClick the blue browse button beside Supplier ID to get the search box
Type supplier name and * into the Search criteria box and click the Search button. Find your supplier and click to select
Click the blue box beside Product to get the product code search box
Type in first four letters of product code, click Search then
click your product to select it
Input your cost centre in the Subacc box
Input VAT code in the TC box (P1, P2 etc)
Type product details into the Product text box (optional)
Click the Save button in the top left corner
Take note of requisition number from green line
You should get an e-mail within an hour with the PO. Send the PO or just the number to your supplier.
If the PO doesn’t arrive and you have approval (if needed) contact ISS quoting the requisition number.
Self Approval/Authorisation Limits
0 - €499.99 Requisitioner €500 - €9,999.99 Nominee €10,000 - €100,000 Budget Holder >€100,000 University
Management Team approval
Log out and log in again and your items for approval will appear under Tasks. Click one of these tasks
Scroll over to the left to see list of items for approvalTick box beside item(s) you want to approve and click the Approve button
Tick box beside item(s) you want to reject and click the Reject button
Enter your reason for rejecting (optional) and click the Reject button again
Log off by clicking the chevrons and then the Log off button near the bottom left corner
To enter a GRN, log in and click Procurement
Click Purchase orders and click Goods receipt
Input PO number and click the tab key
Input delivery docket no. in Reference box (optional) Amend delivery date if necessary
Tick box beside line(s) for goods delivered then click Received goods box and Save button
Dispatch number is the GRN number
Benefits of Agresso Self Service
1. Access anytime anywhere
2. Instant Requisition Approval
3. Speedier Processing of Supplier Invoices