- Agresso

Agresso
Functional Areas
Training Resources
Q and A's

Related Links

Contacts

External Purchasing

Marketplace
Entering Information
GRN
Approval
Workflow
Reporting
Historical Information
Purchasing Cards
Ian Allen
Format and Layout
 If you can not find the answer to your question here, try looking at the FAQs before raising a ticket with the BUCS Service Desk.

Top

Newsletter Articles 

Marketplace
 
Marketplace Update (Newsletter 18.3a, Dec 2011)

Development: The next phase of development will be to work with the current marketplace suppliers to ensure that we are sending and receiving Purchase Orders and Invoices electronically. We are still working with BOC and ARCO to get this process working correctly.

Invitrogen have recently updated their website and as a result we are no longer able to place orders for their products through the Fisher punchout on Marketplace. A new supplier has been created on Agresso – ‘Fisher Scientific UK Ltd (Oligos & Primers)’ supplier number 177643. Oligo and Primer orders should be made through Agresso in the standard way by raising a Purchase Order. This new supplier should only be used to purchase Oligos and Primers, all other Fisher products must be purchased through the Marketplace.

Suppliers: The next group of suppliers that we are working with includes Brakes, Blackwells, RS Components and IT Purchasing. We are also working to develop Catering as an internal trader. These suppliers will begin to go live in early 2012.

Marketplace Update PDF (Newsletter 17.1a, July 2011)
Marketplace was officially launched for the first suppliers on 1st June and was rolled out to a total of 8 suppliers over the following week. In total 240 unique users have processed orders through the site. In the last 6 weeks we have processed 910 orders with a total spend of £130,374.00.
 
Identifying a Window Shopper from a Missing GRN task PDF (Newsletter 17.1b, July 2011)
If you have created a requisition from bUmp from a cart assigned to you by another user you may receive a missing GRN task when the invoice is registered. You will probably want to contact the original window shopper to find out if the goods have been received.
 
Marketplace Substitute PDF (Newsletter 17.1c, July 2011)
If people assign their draft carts to you to bring back in to Agresso, you should activate a substitute for when you are absent.
 
bUmp (Bath University Marketplace) (May 11)
The new eMarketplace will change the way some orders need to be placed through Agresso. Details of the suppliers affected, demo sessions and guides are now available.

Top

 

Entering Information
 
Closing Requisitions PDF (Newsletter 18.1a, Dec 2011)
It is now possible for certain users to be able to run a cancellation process without the need to contact the BUCS Service Desk. Users with the department administrator access role (core finance administrators) will be able to run these processes to close items raised in error.
 
Highlighting PO Numbers (Newsletter 16.2a, Nov 10)
If you receive an invoice with a PO number, please DO NOT highlight the number. Within the Payments Office, the invoice is scanned in to Agresso and matched to the transaction, however highlighting often distorts the scan causing the matching to fail and manual intervention is needed.
 
Delivery Information PDF (Newsletter 13.1b, Jan 10)
Please ensure that you utilise the 'Delivery Attention' field when entering a requisition. This will show in the 'Please deliver to' section of the Purchase Order, avoiding parcels being delivered to Central Stores with no name or department on them.
 
Adding Documents to Requisitions PDF (Newsletter 11.2a, Aug 09)
You can now add a document to a requisition so that approvers can see it when they go to approve.
 
Reminder how to copy a previous requisition PDF (Newsletter 9.2a, Jan 09)
It is possible to save a copy of an existing requisition as a template to avoid re-entering the same information for regular orders.  
 
Avoid saving as a template by accident PDF (Newsletter 9.2b, Jan 09)
Caution is needed when entering requisitions on the web, as there are two save icons in close proximity, one to save the requisition and one to save as a template.
 
Requisition fields size (Newsletter 9.2e, Jan 09)
Please note that the Product text field in the requisition entry screen is limited to 255 characters (including spaces). Any text in excess of this will not appear in the PO.
 
Ordering books PDF (Newsletter 6.1d, June 08)
If you are ordering books on code 4090, you will need to enter your department code in the Dept_Cost field.
 
Common budget error messages PDF (Newsletter 6.6b, June 08)
Examples of 'Budget Exceeded' error messages and what each message means.
 
 
 
GRN
Cancelling a PO PDF (Newsletter 16.2c, Nov 10)
Details of the process to follow for cancelling either a partial or full PO.
 
Goods Receiving - how to see the original order PDF (Newsletter 12.1b, Oct 09)
You are now able to view the details of an order and the supplier through hyperlinks on the 'Goods Receipt' screen.
 
Goods Receiving - how to cancel the remainder of an order PDF (Newsletter 12.1c, Oct 09)
If part of an order has been received and you wish to cancel the remainder, please ensure that you enter a reason why the order is to be cancelled.
 
What to do if you GRN twice PDF (Newsletter 9.2c, Jan 09)
If this has been done, you will need to enter a correcting figure to amend the amount.
 
Missing Goods Received Workflow (Newsletter 11.2e, Aug 09)
There is now an email alert sent out by Agresso to tell users that they have a task to complete, namely to Goods Receive (GRN) the order they placed. This should however be regarded as a safety net rather than the standard route for users to do a GRN. Waiting for this process to complete delays payment of invoices. Please will you ensure that once you have received goods/services that you routinely complete the GRN process.
 
There is also a level of misunderstanding as to who can GRN an order. Any user can GRN an order; access to this is not restricted to the user who placed the order. The email alert will normally be sent to the person who raised the order but this does not restrict access.
 
Use of Rest Cancel Facility in Goods Receipt Screens (Newsletter 11.2f, Aug 09)
If you chose to cancel the commitment on a PO by using this facility please be aware that you will still need to contact Purchasing services to close the PO completely. Whilst the commitment might have been removed you will still have an open PO.
 
Goods Received Status Report PDF (Newsletter 5.1a, May 08)
A Report is available to show the Goods Receipting status of your Purchase Orders. 
 
Top
 
 
Approval
Requisitioning - how to see the original requisition from the approval screen PDF (Newsletter 12.1e, Oct 09)
A new button 'Original Requisitions' has been added below the screen tabs which links to the 'Requisitions Advanced' screen.
 
Top
 
 
Workflow
How to see the workflow maps and comments PDF (Newsletter 10.3a, Mar 09)
If you run the enquiry for a single requisition you will be able to see the workflow information. On the workflow maps you can highlight any step and see the comments/details.
 
Changes in respect of requisitions over £10k (Newsletter 9.2g, Jan 09)
We have now amended the workflow calculations to take account of VAT. The previous workflow just looked at the value of the purchase without VAT; consequently a £9k requisition on a Research Council project would cost over £10k by the time VAT is added on but such a requisition did not go down the over £10k route. The revised workflow adds VAT to the value where VAT is not recoverable and then decides on the over £10k route.
 
Top
 
 
Reporting
Requisitions which have not produced a PO PDF (Newsletter 15.2c, July 10)
There is a report which you can run to find out why a requisition has not produced a PO. It is available in both Smart Client and Self Service.
 
Commitments and Funds Checking PDF (Newsletter 15.2a, July 10)
A new browser and variants are available to allow up to date viewing of commitments.
 
Checking which Account Code to use with Products and Vice Versa PDF (Newsletter 11.2b, Aug 09)
Two global reports have been created which allow you to find out what products are set up against an account code.
 
View the GL coding of requisitions PDF (Newsletter 11.2c, Aug 09)
A global report has been created for a Requisition GL Coding enquiry.
 
Top
 
 
Historical Information
Smart Client Requisition Entry Enhancements PDF (Newsletter 13.1a, Jan 10)
Three report tabs have been added to the Requisitions Advanced screen. 'My Supplier and Product List' will detail suppliers and products you have used in the past year. 'Hospitality Products' and 'ITP Products' will list all current products.
 
Copies of Closed PO's (Newsletter 11.2g, Aug 09)
It was not previously possible to print a copy of a PO once it had been closed (by being paid). This has now been changed and copies are available.
 
How to see the items you have approved in requisitions workflow PDF (Newsletter 9.2f, Jan 09)
A report is available in Smart Client to view requisitions approved by the user during a given period.
 
Top
 
 
Purchasing Cards
How to view your Purchase Card Transactions  PDF (Newsletter 16.2b, Nov 10)
It is possible to bring up a report showing your purchase card transactions and drill down to the project that individual transactions have been coded to.
 
Purchasing Card Processing PDF (Newsletter 12.1a, Oct 09)
From October, Purchasing cards will be processed through Agresso with tasks appearing in your task list for each item charged to the card for which you are responsible.
 
Top
 
 
Ian Allen Travel
Coding Up Ian Allen Invoices PDF (October 2012)
Ian Allen Invoices should now be coded up to show the travel charge and a fee line.
 
Top
 
 
Format and Layout
Purchase Order Details PDF (Newsletter 17.3a, July 2011)
Where details shown on the Purchase Order are input/ taken from Agresso.
 
How to print a copy of your requisition in the web PDF (Newsletter 12.1d, Oct 09)
To ensure that you see the full details, you will need to change the printer settings to 'landscape' and 'shrink to fit'.  

Top