Unit4 Tips

 Usually when you want to see where is an item in the workflow you will also be able to see its map showing where it should go, where it has been and where it has sitting. If you have an issue with the mapping info disappearing, try doing the following tip: In you Menu go to  Agresso options, click on "Reset Display Options on Next Restart". Now log out of Back Office and log backing again. Your mapping should be showing the relevant information now.

  When using Unit4 Web does your dates appear in the US date format?   If so, that's because your laptop is defaulted with the US date format.   To change it is pretty simple, see step by step below:  ·          Go to your browser's settings ·          Then choose option "Languages" ·          Select "Add Languages" ·          Type in "English (United Kingdom)", or the one you use; tick the box for that one and click "Add" ·          Now by clicking on the three dots for that language added check if it is displaying as your browser main language. Close your Unit4 Web page and re-open so the changes can be applied.   PS: Instructions above is for Microsoft Edge but if you are using another browser the steps are going to be the same or at least very similar to the abo...

  Time to time you get a user asking how to add a document file to their expense claim in the Web environment. If they have the permission to do that (will be discussed further on another post) the following steps will help guide them through (screenshots below from version 7.3): 1.       1 -  Go back to the expense in question 2.       2 -  Click on the paper clip icon on the right side of the screen 1.       3 -  Click Add a Document      4 -  Make sure you choose from the right Document Type option 3.       5 -  Upload your file 4.       6 -   Add description is optional 5.       7 -  Now close that window and save the expense.

This can apply to practically anything: suppliers, users, customers, products, etc. Below is an example using the product masterfile window. If you want to find all the products that starts with "PB" on the Product field press F9 (or click on the magnifier button) and you can add the criteria you are looking for by the whole name or parts of it using (*). Example: If the product code is PBTE1234 and you only remember parts of it you can do *TE1234, *TE*, PB*, etc.  The (?) mark can be use to substitute a character on your search: P?BTE1234 but you will need to add the right number of characters or include a (*) where is needed, i.e.: P?TE*. Click F7 to see load the search results. You can do that for any field shown on the columns there, in this example: Product Code, Product Description, Product Group, Status. Use the relevant info.

 Lets say you have received an email from a new employee that mentioned they want to be included on a specific email alert/notification. You can find out from them what is the email alert and check on your IntellAgent which one are they relating to? You will need to include his work email address to the IntellAgent in question. Go to Settings on your Back Office menu and under IntellAgent , go to Event Enquiry. From here you can either click on the F7 button for it to show all results or filter by the name or part of the name of the alert you want to find.  Make sure to put Status N (active) to narrow down you search. On the third tab, Output, you will find who is getting the alert. Add the new person by filling in the recipient field and adding the email address on the destination field. If this query is from someone that had their email already there but they are not getting emails anymore, check the email address is correct and if the  Active option is turned on.

This might be done by an accountant in your organization or be asked by one. So this is just a quick guide on how to do it. Go to Agresso Common , Accounting Structure and then go to Chart of Accounts. Click on Rule from the menu tab. Choose the rule you want to apply and then change the default currency.

Go to Product Masterfile under Logistics and double click on the Product Enquiry option: In the Setup tab you will set the criteria for what you want to see in the results page: On the Search Criteria you can refine even more your search results by adding the values you want to see on the products that will be extracted. For example: What product group(s) you are looking for; If the product starts with a specific letter; When was it last updated, etc. PS: There are other ways for you to do a search enquiry for a product and I will show you how in a future post.