Time to time I will be adding some tips on how to use Agresso from the user's point of view but there will also be some tips valued by a System Administrator. Some of the images used here are from different versions of the system.
Tips for a System Admin
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Time to time I will be sharing some tips about what can help a system admin on their work or their environment and mindset.
"We make a living by what we get, but we make a life by what we give" - Winston Churchill
Before contacting your Agresso team for information on how to terminate your own requisition please try this guide below: Go to Procurement Then Requisition Standard Press the Open button Type your Requisition Number Once you tab out of the field it should show your requisition again (if it has not been approved in the workflow already) Now change the status from Active to Close and Save it. PS: If you want to close your requisition but it is already in the workflow waiting for approval ask the approver to reject your requisition so it can go back to you and then you can change the status to Close . If you want to know who is holding back your requisition in the workflow check my post: "How to check your requisition status" .
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.
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...