How To Raise A Requisition in Agresso

-

Although you might have been trained by your Agresso team or colleagues on how to raise requisitions in Agresso if it is not something you do often you might need a refresher.

Make sure you have the Supplier and WorkOrder you will need before starting to raise your requisition. If you enter the wrong information at this stage click on Clear (at the bottom of the page) and start again.

For that please check the tips below:

  • First login in to your Agresso account and then select Procurement
  • Now select Requisitions - Standard


  • On the supplier field search you can enter the supplier's name (or another information like post code, part of address, town), click search and it should come up, if registered in Agresso.
  • For requisitions details you will be asked to insert the product code, a description (it is not recommended to use the default one), the delivery date, the quantity and the amount.


  • Currency should be the one that was requested on the supplier form. It usually can only be changed when requesting to the Account Payable team. If in doubt contact your AP team and they will advise you on that.

  • Product Text: Add the information you want to be shown on the Purchase Order once it has been signed off in the workflow.
  • Save the requisition
  • A message will come up to say if it was sucessful and to give you the reference number for your requisition.

PS: Everytime you talk to a member of the Agresso team about a requisition or expense it will save time for the both of you if you always send them your reference number. If you do not know what is your requisition number or expense number send any reference number, work order, supplier ID, total amount, etc. related to the expense claim or requisition that you may have and the team will be able to look in to your query much quicker.

Comments

Post a Comment

Popular posts from this blog

Checking The Last Time An User Has Logged On

-
Image
You might need this information for different reasons, one of them could be when you are closing or parking some users accounts which are not being in use anymore. To check when was the last time they've used their Unit4 account follow the steps below: Go to Settings - Then System Administration - System Access Log. (Screenshot 1) Double click on it and insert the res ID for the user field.  (Screenshot 2)
Read more

How To Login To Agresso

-
Image
Logging in to Agresso is very easy. You just need to know where its icon is in your desktop  or where you organisation will have it in their intranet. The login screen will look something like this: When you first start in your organisation your manager will likely be the most interested one in you having your own Agresso account set up by the Agresso Team even before you start working and they will make sure to ask them to set it up, so before asking the Team for your login it would be better for you to ask your line manager first. As soon as the Agresso Team have you set up in the system their will be sending you your login and the documentation necessary, or they will invite you for training (it depends on how your Agresso Team have decided to deal with the new users). The process should be fairly quick depends on how is the burocracy of your organisation with sensitive data and how long will it take to each part to communicate to each other. On their email you will receive your...
Read more

What Is An Account Code In Agresso?

-
Image
You will need to use an Account Code for somethings in Agresso, like setting up your expenses, a requisition, etc. Account Code is a four digit numerical code for an Cost or  Income  item.  For example:    1100  Miscellaneous Income                                  4000   Miscellaneous Expenditure Tip: Your team members or your Line Manager can give you the list of Account Codes their use. Do not be afraid in asking them this information as it will be necessary for you to raise your item in Agresso against the right Account Code and there will be some Account Codes you will not have the rights to use.
Read more