Transcript Online-Introduction to Agresso Self Service

Introduction to Agresso Self
Service
Online guide
Left click to progress
Introduction
What is AGRESSO?
• An information system designed to
coordinate all the resources,
information and activities of the
entire organisation
Contents
Please choose a topic
•
Accessing Agresso Self Service
•
Basic Navigating
•
Data entry and using ‘Field Help’
•
Raising a Requisition
•
Approving a Requisition
Accessing AGRESSO Self Service
• Access your Internet favourites and click the link
Enter your User name. This is your Resource
ID.
Client is AB.
Enter your password.
Click
.
Click here anytime
to get back to
contents list
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contents
Basic Navigating
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This is the Modules
This is the Main
list
of
Shortcuts
Thisconsisting
is thethat
Folder
you
Pane.
Once
you
ALL
areas
that
you
and
create
Screens
will sit
list.
click
on
a screen,
have
access
Also
unique
here. toto.
you
it will
appear
here
This
will
be unique
to you
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Ifdefault,
you have
any
By
Agresso
tasks
to
action
always shows the
they
will module
show
My
tasks
here
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Highpoint Implementation and Training Services Ltd
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The screen will
appear here
By expanding
The
theScreens
list and
By clicking a
list
clicking
appears
the
module here.
screen
here. you
require
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Highpoint Implementation and Training Services Ltd
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Data entry and using ‘Field Help’
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In
The
entry
data
fields,
will
data
appear
can in
simply
the
be
field.
typed
Press
in. Press
TAB
TAB
to to
confirm
confirm
Fields with a
red asterisk
are mandatory
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Highpoint Implementation and Training Services Ltd
Enter your
search criteria
and click
Search
However, if you
are unsure you can
use Field Help by
clicking here
Double-click
on the data
line
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Raising a Requisition
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Highpoint Implementation and Training Services Ltd
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The
Requisition
entry screen
will appear
here
Expand the
The
list and click
Procurement
Click
Requisitions Procurement
Screens list
standard
appears here.
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Highpoint Implementation and Training Services Ltd
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Ensure
Change
thethe
GL
Ensure the
Selectis if
Description
coding
Once
the
Enter
the
Delivery
Enter
Purchase
the
correct.
the default
This
requisition
Work
Order
Supplier
address
ID
isis
Requisitions
Product
completes
isn’
by
Youcomplete,
will
betID
code
correct
and
click
OK
appropriate
default
given
clickthe
Save
requisition
number upon
saving
Enter Qty
required and
Price (net of
VAT)
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Highpoint Implementation and Training Services Ltd
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contents
contents
Approving a Requisition
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Highpoint Implementation and Training Services Ltd
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Click the task
you wish to
action
If the
requisition
Select theis
task
ok,
toclick
action
Approve
The approval
screen
appears here
Iffollowing
rejected a
The
If the
comment
message
requisition is
must be
appears
incorrect,
entered. Click
click Reject
Reject again.
The
Requisition
information
will change
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Highpoint Implementation and Training Services Ltd
Check all
information is
correct
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