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 .

Back to contents

Click here anytime to get back to contents list

Basic Navigating

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This is the Modules list consisting of

ALL areas that you have access to.

This will be unique to you

This is the Main Pane. Once you

click on a screen, it will appear here

This is the Folder and Screens list.

Also unique to you

Shortcuts that you create will sit

here.

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contents

By default, Agresso always shows the My tasks module

If you have any tasks to action they will show

here

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contents

By clicking a module here.

The Screens list appears

here.

By expanding the list and clicking the screen you

require

The screen will appear here

Data entry and using ‘Field Help’

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contents

In entry fields, data can simply

be typed in. Press TAB to confirm

However, if you are unsure you can use Field Help by

clicking here

Enter your search criteria

and click Search

Double-click on the data

line

The data will appear in the

field. Press TAB to confirm

Fields with a red asterisk

are mandatory

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Raising a Requisition

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contents

Click Procurement

The Procurement Screens list

appears here.

Expand the list and click Requisitions -

standard

The Requisition

entry screen will appear

here

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Enter the Supplier IDEnter the

Work Order code

Ensure the Delivery

address is correct

Enter the Product ID

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Change the Description if the default

isn’ t appropriate

Enter Qty required and Price (net of

VAT)

Ensure the GL coding is

correct. This completes by

default

Once the requisition is

complete, click Save

Select Purchase

Requisitions and click OK

You will be given the

requisition number upon

saving

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Approving a Requisition

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Check all information is

correct

The Requisition information will change

The following message appears

If rejected a comment must be

entered. Click Reject again.

If the requisition is

incorrect, click Reject

Click the task you wish to

action

If the requisition is

ok, click Approve

Select the task to action

The approval screen

appears here

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