Unit4 Tips

Approving or rejecting in the Simple Mode will be quicker but the advanced mode allows the user  to Approve and Reject individual lines with further details shown on screen. On the task icon on the top of your Agresso Web page you can see if there are any tasks (including requisitions) for you to check, approve or reject.  Clicking on the requisition you want you will see the following: Resource -  The person who raised the Requisition  Requisition number  Updated - The last update  The workflow log will show any comments   made during the workflow process.  On message it will show the purpose for that requisition, a comment entered by the requisitioner. If you want specific information about each line you can click on them individually. Now that you have checked the whole requisition you can either click on the button Approve or Reject .  If you decide to reject you must leave a comment so the requisitioner will know why it has been reject...

  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" .

 

Requisition Status  Did you know that after around 10 minutes of raising your requisition you can see what is it's status in the workflow (who is holding it back)? Go to Menu Procurement Under Requisitions click on Enquiries Workflow enquiry - Requisitions Enter the requisition number Click Search Task Owner: Is the person shown here is who your requisition is waiting for approval at this point in time Workflow map: The status of your requisition and a hyperlink to the workflow map On the workflow map: the colour green is for complete, yellow is waiting for an action and red is rejected. Once everything is approved (green) you shall receive a Purchase Order in your email. PS: If you highlight the person's name you will see details of when they received the alert to approve your requisition.

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 u...