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 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 box Input 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 completed Click 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 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 - €499.99Requisitioner €500 - €9, Nominee €10,000 - €100,000Budget Holder >€100,000University 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 approval Tick 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