Introduction to Agresso Self Service Online guide Left click to progress

Introduction What is AGRESSO? An information system designed to coordinate all the resources, information and activities of the entire organisation

Contents Please choose a topic Accessing Agresso Self Service Basic Navigating Data entry and using ‘Field Help’ Raising a Requisition Approving a Requisition

Accessing AGRESSO Self Service Access your Internet favourites and click the link Enter your User name. This is your Resource ID. Client is AB. Enter your password. Click. Back to contents Click here anytime to get back to contents list

Basic Navigating Back to contents

This is the Modules list consisting of ALL areas that you have access to. This will be unique to you This is the Main Pane. Once you click on a screen, it will appear here This is the Folder and Screens list. Also unique to you Shortcuts that you create will sit here. Back to contents

Copyright © 2011 Highpoint Implementation and Training Services Ltd Back to contents By default, Agresso always shows the My tasks module If you have any tasks to action they will show here

Copyright © 2011 Highpoint Implementation and Training Services Ltd Back to contents By clicking a module here. The Screens list appears here. By expanding the list and clicking the screen you require The screen will appear here

Data entry and using ‘Field Help’ Back to contents

Copyright © 2011 Highpoint Implementation and Training Services Ltd Back to contents In entry fields, data can simply be typed in. Press TAB to confirm However, if you are unsure you can use Field Help by clicking here Enter your search criteria and click Search Double-click on the data line The data will appear in the field. Press TAB to confirm Fields with a red asterisk are mandatory

Copyright © 2011 Highpoint Implementation and Training Services Ltd Raising a Requisition Back to contents

Copyright © 2011 Highpoint Implementation and Training Services Ltd Back to contents Click Procurement The Procurement Screens list appears here. Expand the list and click Requisitions - standard The Requisition entry screen will appear here

Copyright © 2011 Highpoint Implementation and Training Services Ltd Enter the Supplier ID Enter the Work Order code Ensure the Delivery address is correct Enter the Product ID Back to contents Change the Description if the default isn’ t appropriate Enter Qty required and Price (net of VAT) Ensure the GL coding is correct. This completes by default Once the requisition is complete, click Save Select Purchase Requisitions and click OK You will be given the requisition number upon saving Back to contents

Copyright © 2011 Highpoint Implementation and Training Services Ltd Approving a Requisition Back to contents

Copyright © 2011 Highpoint Implementation and Training Services Ltd Check all information is correct The Requisition information will change The following message appears If rejected a comment must be entered. Click Reject again. If the requisition is incorrect, click Reject Click the task you wish to action If the requisition is ok, click Approve Select the task to action The approval screen appears here Back to contents