Transcript Agresso Superuser Training

INTRODUCTION
Welcome
System Updates
New SuperUser group
Discussion of proposed changes
Outline
OUTLINE
Delivering Refresher training
Requisitioning
Approvers
Procurement issues
Other information
Q&A
E-marketplace
DELIVERING REFRESHER TRAINING
Using the form
Using the lesson plan
Accessing the Training environment- Train1
•
•
•
•
•
Access,
bycan
typing
http://portal.sgul.ac.uk/agresso
and then by clicking on the Train
The
Thelesson
form
plan
bemakes
found sure
on the
that
FRIS
youwebsite,
cover under Training.
1
or be
directly
by
the following
linkthat
http://agressoeverything.
Itlink
must
used
You can
forusing
go
all through
refresher
the
training
objectives,
takes
checkplace.
train1.sgul.ac.uk./Agresso/System/Login.aspx
them
Goodagainst
for audit
what
purposes.
the trainee already knows, and
Requisitioner
username:
training22 Client: SL password: agresso
then omit them
from the training.
2K approver usernames: skitchin Client: SL password: SKITCHIN
10k approver username: ebrown Client: SL password: EBROWN
Subproject code: 11683-10
QUESTIONS
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REQUISITIONING
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Blanket orders commit money to a particular
service or goods when you are not too sure of
the final amount of spend
•
Quantity is total amount of pounds e.g. 500 and
price is 1..
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Product codes
•
Blanket orders-
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Procedure in amending a requisition –
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Receipt to pay
•
Closing off a Requisition
Ext reference field in the receipting screen.
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Checking if an order has been paid •
Multiple supplier ids
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PO terminated for AP
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Two options:
•
Delivery charges
•
1. Open the requisition and change it
•
Delivery address update to PO’s
•
•
Reports
2.Call the approver to reject it, then amend and
resubmit.it
•
Warning: If it has been approved then cancel the
PO.
•
You must raise blanket orders for a maximum of
1 financial year (to be closed by the 31 st of July)
QUESTIONS
?
APPROVERS
Delegated reports
Substitutes
Explanation of threshold levels
QUESTIONS
?
PROCUREMENT ISSUES
Importance of ordering through Agresso
New suppliers
Single tender application
QUESTIONS
?
OTHER INFORMATION
FRIS Website
Procurement portal pages
QUESTIONS
?
E-MARKETPLACE
How to access the Help videos
Reminder of the benefits
SUMMARY
Delivering Refresher training
Requisitioning
Approvers
Procurement issues
Other information
Q&A
E-marketplace
THANK YOU FOR ATTENDING
FRIS SUPERUSER FORM
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