Section 2 - User Set 5.5
Contents
1. and OK 4 For these changes to take place the user must restart Agresso Version 4 0 553 Section Two May 2010 Page 2 Agresso User Manual Purchasing Officer A University eS of Glasgow VIA VERITAS VITA 2 3 Configuring the Purchase Invoicing Journals Entry Set up Before entering Purchase invoices or Journal Entries the set up must be configured This will only need to be done once If there is a change of PC you may be required to configure your settings again To configure set up 1 Access the Posting Purchase Invoices screen by clicking on gt Agresso Financials General Ledger gt Transaction entry Posting 2 The following screen VP10 will appear Fil Edit Data Tools wiew Format Links Window Help JA M AV ATOM Co n anmu Ag Tlam 4 RE General Ledger transactions Payment Change posting cyce Parking Template Text Description Amend tax 100 Mew exchange rate Change APAR into Recurring journal Accruals P New link Mia Trans date 19 06 2006 TransNo Suppl Become TE TS a GL Analysis Number Value 0 00 GBP 0 00000000 0 00 Valuedate YAT 0 00 Text Suppl Invoicea W Account Cal Catz C3 Cat4 Cat TC TS Cur Posted amount Amount Payment ref E 3 Click on File then View Options 4 The following screen will appear Version 4 0 553 Section Two May 2010 Page 3 WD Unwwersity eS2. of Glasgow GL Analysis JeschRate O Amount Description Value Mumber Valuedate AP Invoice Pay rec Resp Discount Flag Curr doc BACS ID Terms Curr doc des Pay curr Pay method Due date Date rec Pay transfer Discount dati Agresso User Manual Purchasing Officer x AR Invoice Fap rec Due date Flag Discount dat Terms Disc percent Pay method Discount InvorceNo Invorcello Disc percent Curr doc Curr doc des Analysis proposal Account rule O Previous analysis Ho default values Clear memory Starthield GL Period O traviny date C h 4PYAR ID O Account AF Period traviny date JAFAR ID Account Period traviny date AFAR ID Account Invoice number from GL AF First O Previous Mo Previous Machine memory Number of decimals keep option Save validati Memon size Value Auto keep 5 Ensure the following three options are the same as above 6 The last option on the screen bottom right is Keep option Click on the Auto keep box to turn on auto keep 7 Change the analysis proposal setting from previous analysis to No default values N B Do NOT amend any other setting on this screen 8 Click on the OK box 9 Close the VP10 screen Version 4 0 553 May 2010 Section Two Page 4
3. Agresso User Manual Purchasing Officer University of Glasgow 2 Getting Started This section of the user guide is relevant to first time users of Agresso There are some areas of the Agresso package that initially need to be configured by the individual to allow the user to use the system in accordance with procedures demonstrated later in this user guide Changing password Configuring Main Menu options Activating Auto keep required for users processing invoices and journal entries Purchase Order Screens Set up required for users raising purchase orders Please note that this process must be repeated if a new PC is used 2 1 Changing Password All Agresso users are issued with a user name and password This information is required to log on to the system Usually the password issued will be the same as the user name but for security reasons it is important that users change their password after they have first logged on 1 Log on to Agresso 2 Click on File then Change password 3 Agresso will ask for confirmation of your old password 4 Agresso will ask for a new password no more than 16 characters long 5 Agresso will ask for confirmation of the new password Change password x Password Confirm password At regular intervals Agresso will force users to change their password Passwords can be changed at any time by following the steps above N B It is extremely important that users do no
4. t disclose their password to anyone and that users log on as themselves Users should not allow other individuals to use their login and password Version 4 0 553 Section Two May 2010 Page 1 Agresso User Manual Purchasing Officer University oS of Glasgow VIA VERITAS VITA N B The Agresso Support Team cannot view passwords If a user forgets their password then they should e mail the helpdesk finsup glasgow ac uk A new password will be issued and this must be changed the next time the user logs on to the system 2 2 Configuring Main Menu Options Within Agresso there is the option to configure the Main Menu This option must be configured within Agresso using the following instructions To configure the Menu Options 1 Log on to Agresso 2 Click on File then Options x T ablefield Mo of new roms Window size Show zero alues Standard Font Chart setup Dansk E mail setu Deutsch P Use numeric keypad Enter as Tab Use numenc keypad Decimal as separator Confirm exit Show MOL tab strip Show report pane Show alert list pane Show task list pane Show desktop alert AlMays Maximize Field highlight Reset display options on next restart Show tool menu tems Both Show link tems Both Theme Native XP Menu style Client based classic T4141 41 141 4141 4 Use default 3 Ensure the following options are the same as above Then Click Apply
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