Section2C -Chemistry Stores Requisitions
Contents
1. Agresso User Manual Web Requisitioning 3 University oS of Glasgow VIA VERITAS VITA Section 2C Chemistry Stores Orders Chemistry School Only The purpose of this section is to introduce the user how to raise a Requisition via the Agresso Web for items within the Chemistry Department Stores This Requisition will then follow an Approval workflow until it then becomes a Purchase Order or the Requisition is rejected Section 2C 1 Raising a Requisition 1 To access the Requisitioning screen From the Menu Select t Requisitioning A Requisition Entry Advanced The following screen will appear Requisition entry Requisition number 0 Requisition Requisitioner Brown Ian hi status Active id 155234 External ref Po Default SuppiierID Oo D Contact x Project code O D Invoice Address X2401 X24 Finance Office Faculty Reference Oo Delivery Address for Goods ee Customer Ref Oo Additional Note Oo Agresso Business World TPO001 IAN BROWN Fi 2 There are three Tabs on this screen the first two Tabs will be used to enter the details of the Requisition Requisition entry Requisition details The Punchout Tab is used for E Procurement Order See University Agresso website for more details Version 4 0 553 Section 2C November 2010 Page 1 i i Agresso User Manual Web Requisitioning University of Glasgow Section 2C 1 1 Requisition Entry Tab Mandatory The fo2. box to choose the address to which the order is to be sent If there is only one line then this will be the default address for the supplier 9 FacRef If your requisition is all against one Facref it can be entered here If not the Facref can be entered at a later stage against each line of the required goods NB This field is only used by specific School If your School does not use them you do not need to fill out this field 10 Invoice Address This is the address to which the invoices will be sent This will automatically default to the Finance Office This cannot be amended Version 4 0 553 Section 2C November 2010 Page 2 i i Agresso User Manual Web Requisitioning University of Glasgow In the Search Criteria field enter the required department code e g 402 for Chemistry Stores Click n The rgsults will appear below Click once on the required Address which will then populate the Delivery Addresg for Goods field and close the search screen Seat criteria O Advanced Att value Attribute Description 402 01 DELIVERY ADD 402 Chemistry Department Stores 402 02 DELIVERY ADD 402 Cancer Research UK Beatson Labo 402 03 DELIVERY ADD 402 Chemistry Professor Gerry Gra 402 044 DELIVERY ADD 402 IBLS Stores w Advanced For a more advanced Supplier search use the option 12 Customer Ref If your requisition is all against one Customer Ref it can be entered here If not the Facref can be entered at a
3. ef Activity TE es Percentage Amount ji jis 0070002201 E 7400s as a 100 00 4 20 ia Stetonery end Oise ippies CHEMISTRY ADMIN Purchases 15 2 100 00 4 90 Ea Spit row 10 Account The Account will automatically be selected from the Product Code to which the goods are to be charged Do not amend 11 Costc The Cost Centre will be back filled when the Project is entered AO VAT does not apply Outside the scope where the transaction involves a country outside the EU AE Exempt on Purchases e g education courses or conferences AS Standard rated 17 5 on purchases AZ Zero rated goods e g books EF Where a VAT exemption certificate has been completed for goods services purchased for use in medical research Version 4 0 553 Section 2C November 2010 Page 5 Agresso User Manual Web Requisitioning University of Glasgow Workflow log row 1 2C 1 2 1 ADDING IN MORE DESCRIPTION TO ORDER ROWS Detailed information SupplierID 13873 Supplier product LAB1S Supplier product description Conventional Animals Warehouse Product text ENTER MORE DECRIPTION HERE 2C 1 2 2 ADDING AMENDING DELETING ROWS aR eguisition details F Statys Product Description SupplierID Number Cur Price CUFF amount AmaJmE D foma 0522586 Supplies Team Roller SUPPLIES TEAM 10 00 GBP 6 60 66 80 66 80 m foma iP tz 00 a ooo 0 00 E SUPPLIES TEAM 66 00 Z Version 4 0 553 Section 2C Nove
4. later stage against each line of the required goods NB This field is only used by specific School If your School does not use them you do not need to fill out this field Click on E to open search screen to find relevant 13 Additional Note This field is optional and can be used to print extra information on the Purchase Order Click on E to open search screen Click on to see available options See an example of how screen could look Version 4 0 553 Section 2C November 2010 Page 3 Agresso User Manual Web Requisitioning University Default Chemistry Stores Dept Project code Invoice Address 24 01 CHEMISTRY ADMIN X24 Finance Office Faculty Reference O B Delivery Address for Goods 402 01 402 Chemistry Department Customer Ref ee Additonal Note ee Section 2C 1 2 Requisition Details Tab Mandatory The Requisition Details Tab allows the user to search for Chemistry Stores products to be used when ordering goods Once the Products have been located the user can select the required products and Agresso Web will automatically transfer them to the Requisition Details Tab See Step 9 1 3 Requisition Details Field he 1 To search for Product Codes click on E The below screen will appear po Search criteria Advanced Product Description Prod amp Unit Contract suppID Wareh Location PHSC Status Product Description Prod orp Prod arp T Unit Contract Contract T Su
5. llowing fields must be populated on this screen highlighted fields are most relevant Requisition number 0 Requisition Requisitioner Status 155239 External ref raining Materials Template Message 1 Requisition Number This appears once all the Requisition details have been entered and the Requisition has been saved 2 Requisitioner This will automatically populate with the Staff ID and Name of the person raising the Requisition This will appear on the Purchase Order as Our Reference 3 Status This will show the Status of the Requisition Active The requisition is currently being raised or processed Closed The Requisition has been manually closed Parked The requisition has been parked Will not go to be approved Template The requisition is used for templates Finished The requisition has been converted to a Purchase Order 4 External Ref This field is optional and will be appear printed in Your Reference field on the Purchase Order Enter the required information that you would like to appear on the Purchase Order e g quote number supplier customer reference number contact etc 5 Message This field is optional and can be used to pass on information regarding the Requisition This information will not be printed on the Purchase Order Default SupplierID 40200 Chemistry Stores Dept Chemistry Stores Dept CHEMISTRY ST 7 Contact NOT REQUIRED Click on the drop down
6. mber 2010 Page 6 Agresso User Manual Web Requisitioning Had Requisition details d Statys Product Description SupplierID Number Cur Price Curr amount Amount D Normal 0522586 Supplies Team Roller SUPPLIES TEAM 10 00 GBP 6 60 66 80 66 80 SUPPLIES TEAM 2 69 30 HH Reguiskion details d Status Product Description SupplierID Number Cur Price Curr amount Amount jr Normal 0522506 Supplies Team Roller SUPPLIES TEAM 10 00 GBP 6 65 66 30 66 30 Normal STAS Fens SUPPLIES TEAM 10 00 GBP 6 65 66 30 66 30 133 60 2C 1 2 3 SPLITTING COSTS PER PROJECT Certain Purchase Orders costs will be split between different Projects Agresso Web allows order lines to be split on a percentage basis or amount over different General Ledger Codes If you wish to split the costs over more than one project 2 cekon gt ag wil expand this option yang another row A fal ANaIySIS d Account Coste Project Facref Activity TC TS Percentage Amount mei xi dB x205700 a7 E E 7400 As 50 00 Stationery and Office Supplies FIN OFFICE SYSTEMS Purchases 15 Fl 2 717 80101700 22011 7400 AS AS 0 00 0 00 gt 50 00 245 al GL Analysis C Account Coste Project Facref Activity TE TS Percentage Amount O 1 7170 0205700 41744 F400 AS A4 50 00 2 45 2 x77 E xoz00700 E 7400 Ad FINANCE OFFICE DIRECTORATE 100 00 4 90 Section 2C 1 3 Saving the Requisition SAYE Version 4 0 553 Section 2C November 2010 Page 7 Ag
7. ppID SuppID T Warehouse Location Status PE PFPA P FE PET TFTA FFD FRP FPP Fe led 1N03WA 01 Coat Lab White 92cm LAB32 Laboratory Clothing BSU PHSC 1003WA 02 Coat Lab White 96cm LABS2 Laboratory Clothing BSU PHSC N 1003WA 03 Coat Lab White 100cm LAB32 aboratory Clothing BSU PHSC N 1003WA 04 Coat Lab White 104cm LAB32 boratory Clothing BSU FHS 1003WA 05 Coat Lab White 112cm LAB32 aboratory Clothing BSU PHSC K 1003WA 06 Coat Lab White 116cm LAB32 aboratory Clothing ESU PHSC MN 1003WA OF Coat Lab White 124cm LABS2 aboratory Clothing BSU PHSC N Version 4 0 553 Section 2C November 2010 Page 4 Agresso User Manual Web Requisitioning University of Glasgow ee ai EA eee T 5 Supplier ID This will automatically be populated when the Supplier was selected in the Requisition Entry Tab Do not amend Curr Amount This is the amount in the selected currency Amount This is the amount in GBP Requisition entry Requisition details Requisition number D Requisition details Cl Product Description Supplier ID Oty Currency Price Curr amount Amount Status J 025515 B Sellotape Original Clear Tape 19mm 12052 RB 30 00 Se 0 49 490 4 90 Active E e e ee 2 4 90 al Add Ea Delete J Reset EG close E Search products E Search kits c Detailed information GL Analysis E Account Coste Project Facr
8. resso User Manual Web Requisitioning The requisition is saved with requisition number 2005773 Requisition entry Requisition details Requisition number 2005773 2 Any errors see details Select Click to see them all and amend accordingly Your changes were NOT saved Please correct the errors and try again List of validation errors Tab Section Field Error Requisition entry Default Delivery Address for Goods Value cannot be blank Hide this list Version 4 0 553 Section 2C November 2010 Page 8
Download Pdf Manuals
Related Search