Section 1 - Introduction to Agresso 5.5doc
Contents
1. Agresso User Manual Purchasing Officer niversity Glasgow ZC 1 Introduction to Agresso The purpose of this section is to introduce the user to the format of the Agresso menu structure the various system modules and personal menu The section will also cover the navigation tool bars the on line help and function keys used in Agresso 1 1 Agresso Login a Signing on to Agresso i Double click on the Agresso icon on your desktop Agresso will start up and the following screen will appear LOGIN Datasource agre bg OK User name TRAINING2 Cancel Client iti Password ail Reset display options il AGRESSO Business World Copyright 2006 Agresso R amp D 45 ii Tabbing between fields type e Your User name e The Client this will always be P1 e Your Password iii Either tab to the OK button and hit Return 1 or double click on the OK button b Signing off from Agresso i To log off from Agresso either click the cross in the top right hand corner of the screen or use the pull down menu File Exit ii In either case the following window will appear 4GRESSO Business World x Dio you really want to guit e iii Either click on Yes or press Return 1 Version 3 0 553 Section One December 2009 Page1 Agresso User Manual Purchasing Officer DA University of Glasgow VIA VERITAS VITA 1 2 Agresso Menu Structure After logging2. viewed edited and deleted at both header and detail level Enquiry Maintenance Allows mainly enquiry on existing records and also allowing editing of detail level data Information Enquiry a Opens a standard enquiry window allowimeg data to be wiewed as read only with no editing options Opens a user defined Browser template window allowing read only data to be retrieved Opens a System Browser template window allowing read only data to be retrieved Opens a customised System Browser template window allowing read only data to be retrieved 1 6 Web Toolbar The Web toolbar appears next to the main toolbar as default and allows the user to view web pages in an Internet browser from within AGRESSO The buttons on the Web toolbar are described below Version 3 0 553 Section One December 2009 Page4 Agresso User Manual Purchasing Officer University Z of Glasgow Back Forward Stop current jump Refresh current page Allows you to enter web addresses to access web pages and lists recently accessed web pages 1 7 Agresso Toolbar The standard toolbar appears by default at the top of the AGRESSO main window under the menu bar and is shown below To hide the standard toolbar simply right click anywhere on the menu bar or toolbar and deselect Standard y po ie iT r li gt m I I a LI mint l Mi ye ah i iz ji r tad ie ean Pha The buttons on the toolbar give the user direct access
3. and the new value The commands that are displayed on the Tools menu vary depending on the active window The various commands are therefore explained in the help text for the window they belong to Toolbar You can choose whether or not you want the toolbar to be displayed in the window Status bar You can choose whether or not you want the status bar to be displayed in the window Visual Basic Editor Used by Developers only Maintenance of ordered reports Opens the Maintenance of ordered reports window You can also open this by clicking the button on the Toolbar Maintenance of report printouts Opens the Report printout window You can also open this by clicking the button on the Toolbar Refresh menu Refreshes the main menu tree to update it with any changes Menu Shows or hides the Menu pane Reports Shows or hides the Reports pane Search Shows or hides the Search pane Tools Shows or hides the Tools pane Links Shows or hides the Links pane Ordered reports Shows or hides the Ordered pane Tasks Shows or hides the Tasks pane Alert list Shows or hides the Alert list pane Section One Pages Agresso User Manual Purchasing Officer University of Glasgow i Maintenance of ordered reports amp Maintenance of report printouts Refresh menu iv Menu Reports Search Ordered reports Tasks Alert list Font Allows you to change the default font type and size used in A
4. ble field for data to be entered Undo frii Delete row Deletes a previously saved row from the table Select all field Select Save F12 on the Data menu to make the deletion permanent Deselect all Undo row Removes a row from the active window without deleting it Invert selection Select Used in certain windows to select multiple table rows Deselect all Used in certain windows to deselect multiple table rows Invert selection Used in certain windows to invert the current selection of multiple table rows Version 3 0 553 Section One December 2009 Page7 F12 Alt F6 Filter First CtrlH F5 Next Ctrl F Previous Ctrl F6 Last Ctrl Fs Keep Fil Change row SKFE F 11 _ Choose F Chart Analyzer Reports Document i i Change company F10 Attribute master file Ctri F1 Attribute change history Setup Shift F 1 Template Shitk F2 Version 3 0 553 December 2009 Agresso User Manual Purchasing Officer Find F7 Fills a table with data with or without search criteria Save F12 Permanently saves any changes you have made Zoom Alt F6 This command provides additional detail on a line in certain table fields for example details on an individual transaction Filter Filters out rows in a table that do not contain the value of the field you are positioned on First Ctrl F5 Lists the first occurrence of results or lists Next Ctrl F7 Lists the next occurrence of results o
5. d selecting delete from the Edit menu N B If an enquiry changes name or location and there was a shortcut to the enquiry prior to the change held in the personal menu then the shortcut will no longer work and a new shortcut will need to be created 1 4 Agresso Field Help During data entry the Field Help can be used to call up a search screen that can be used to display values for that field It is accessed by pressing F9 or from the Help Field Help pull down menu The information required to search for is entered on the grey line Press F7 or Ah icon to search e g Fuzzy matching can be used to help locate the name i RECO Purchase Orders Automatic Numbering uel Field Help Pugefiase Orders Aut Mew link Organise links Setup Template Short name Supp ID BREWS Group Generaladdress 0 S M LYRECO 1 LYRECO 144093 LYRECOLTD ol DEER PARE COURT DONNINGTON wood M Values can be brought back to the original screen by double clicking the left mouse button on the value or by using the Choose v icon or F6 function key Version 3 0 553 Section One December 2009 Page3 Agresso User Manual Purchasing Officer University of Glasgow 1 5 Standard Icons in Agresso s Menu Icons represent the functions performed by each menu item Date entry a Allows new records to be entered for example resources projects etc Maintenance Allows existing records to be
6. gresso This function is useful when you print directly from a window Heading font Allows you to change the font for the column S heading on the Results tab in Browser enquiries Heading Font Frame Allows you to frame sub totals if in Browser enquiries Break text Allows you to add extra formatting to the report in Browser enquiries Gridlines Allows you to switch grid lines on and off on the Results tab in Browser enquiries Frame Break text Gridlines For Developers only New link Organise links Cascade Places all open windows on top of each other with the active window on top and title bars displayed Cascade Tile Places all open windows from top to bottom on the Tile main window zs Arrange icons Arranges all icons of minimised windows at Arrange Icons the bottom of the main window Show table Allows you to enquire on master files for example suppliers when the master file window is active Close All Windows Closes all open AGRESSO windows Numbered list Displays a list of all open windows E Show table Close All Windows 1 Maintenance of ordered reports 3 Absence enquiries Version 3 0 553 Section One December 2009 Page9 Agresso User Manual Purchasing Officer University S of Glasgow Contents Displays an introductory text Click Help Topics Contents on the menu bar in this window to get a list of the help contents in AGRESSO Help Help F1 Gives y
7. ollapsed individually by oof 9 Personal Menu performing the same as above but on a line H AGRESSO Common where the open book item appears 3 To expand or collapse the whole menu use Ha ae the options available in the Tools menu aie General Ledger 4 More than one screen can be open at any E Transaction entry one time and it is possible to move between the E gt Enquiries screens by either using the Window pull down i i ia together Version 3 0 553 Section One December 2009 Page2 Agresso User Manual Purchasing Officer University eS of Glasgow VIA VERITAS VITA V 1 3 Personal Menu Personal Menu Agresso provides each user with their individual personal menu and this is the first menu option on the main menu screen The personal menu can hold shortcuts to Agresso enquiries screens allowing users to hold options to frequently used screens or enquiries within the one location University of Glasgow Test 5 Menu Items E Personal Menu ata al 7 Invoice Log AS GL FA Invoice Log Purchasing Cards 1 23 AGRESSO Common ei AGRESSO Financials H AGRESSO Logistics Menu items can be placed into the personal menu by dragging icons from elsewhere in the Agresso system and dropping them into the personal menu Alternatively menu items can be copied and then pasted into the personal menu using the Edit menu Shortcuts can later be removed from the personal menu by highlighting a shortcut an
8. on to Agresso the main menu is displayed T AGRESSO Business World Eile Edit Data Tools Wiew Format Links Window Help Menu Items of 0 Personal Menu HD AGRESSO Common H AGRESSO Financials HA AGRESSO Logistics Agresso menus are split into different modules The main Agresso modules used by the University of Glasgow are Agresso Financials Agresso Logistics General Ledger GL Purchase Order Processing POP Accounts Payable AP Inventory Management IM Accounts Receivable AR Budgeting There is also a core module called Agresso Common It is within this module that many of the core areas such as tax codes and the accounting structure are set up The modules available for each person will be dependent on their access and permissions Enquiries Enquiries in Agresso are covered in Section 11 but a brief summary of the enquiry option follows Enquiries can be launched from various places in the Agresso menu i e from within Common Financials or Logistics There are various levels of enquiry ranging from simple to an advanced browser all of which allow the user to create and save enquiries A broad set of template enquiries are provided for those users who do not wish to create their own queries 1 To select a menu item move the cursor to the relevant line using either the mouse or the UDESA O AEEA arrow keys and either double click the left ee mouse button or press Enter 2 Menus can be c
9. ou on line help for the active window Field Help F9 Shows a list of valid values for the active Field Help field See Section 1 4 About AGRESSO Displays information about AGRESSO About AGRESSO Business World Help F1 E AGRESSO WebHelp55 Microsoft Internet Explorer gt Contents FB nde oF Search ERE Back Forward About AGRESSO WebHelp F Ti e Entry Amendment of purchase order re Working with AGRESSO Business World fhe Smart client l l l led Seif serdice This window is used to register update and review purchase le Reporting tools orders Orders can be entered manually using this window or can lel Settings be generated automatically from 4 purchase request using the PODS Transfer requisitions to enquiry purchase order server process eth a eee A nnman Ide to AA nd Version 3 0 553 Section One December 2009 Page10
10. r lists Previous Ctrl F6 Lists the previous occurrence of results or lists Last Ctrl F8 Lists the final occurrence of results or lists Keep F11 Saves the data you enter in a window temporarily while you finish the remaining entries Keep F11 is a required function in order to proceed in certain windows If you want to save the registered information permanently you have to choose Save F12 Change row Shift F11 Allows you to reactivate a line of data in a posting window Choose F6 Allows you to choose the data from the table line you are on for example in an F9 search Chart Opens a window where you can define charts and graphs based on the data currently in the table field Analyzer This command is only available if AGRESSO Analyzer is installed It gives you access to a graphical presentation tool Excelerator Sends report results directly to Excel and enquiry results directly to Excel or Word Document Opens the Document archive window where you can create view link edit and organise documents Change company F10 Allows you to switch from your active window except the main window to the same window in another company in the database Attribute master file Opens the Attribute master file for the selected attribute in any master file or Browser enquiry window Attribute change history Allows you to view the change history on attributes seeing who made the change when the old value
11. tions Opens the Options window where you can set the menu set up View options Opens the View options window where you can customise certain windows Change password Lets you change your login save a5 HTML Options View options Change password Page setup Lets you define the paper size source orientation and margins Print Lets you print a table for example an online enquiry result or the window itself Page Setup Print Print Preview Print preview Lets you preview the printed result Send Send Lets you to send an image of an AGRESSO window via z e mail Exit Closes the Smart client Cut CTRL X Cuts out the marked area and places it on the Windows clipboard The contents can then be used by another cut Ctrl application such as a spreadsheet or a word processor Copy CTRL C Copies the marked area and places it on the Copy CErHeC Windows clipboard The contents can then be used by another Daz application such as a spreadsheet or a word processor Paste tery Paste CTRL V Copies the contents of the clipboard into the Delete active window and field in AGRESSO Most windows in 7 AGRESSO do not support copy and paste but some let you Clear FS paste partial data 2 Delete Del Deletes the contents of a field Insertrow Alt F2 Clear F5 Returns a blank window but does not delete data that is saved previously Delete row Insert row Alt F2 Inserts new rows in a ta
12. to frequently used commands in Agresso Print ig Keep Ej Save a Change row Dh Find fF Show table w Choose ala Chart J Zoom Analyzer Filter 5 Reports ee M FESE JD Maintenance of ordered reports z Clear Kap Maintenance of report printouts EJ Help j Change company Mf First PA Document archive 4 Previous gt Next pe Last Version 3 0 553 Section One December 2009 Page5 Agresso User Manual Purchasing Officer niversity Glasgow SC Within Agresso function keys can be used instead of clicking on icons in many areas The main function keys are as follows F1 Help Shift F11 Change Row F4 Calendar Ctrl F4 Close Window F5 Clear Screen Alt F2 Insert Row F6 Choose Alt F4 Close Application F7 Find Alt F6 Zoom F8 Main Menu F9 Field Help F10 Menu Bar F11 Keep Row F12 Save Version 3 0 553 Section One December 2009 Page6 Agresso User Manual Purchasing Officer Ww University S of Glasgow 1 9 Agresso Menu Line The commands in the menu line will depend on which screen the user is accessing The available commands are described below Open Opens enquiry results or enquiry setups saved as result Open Chri o P P 2 aed p dumps agr or Crystal reports rpt Say Save as Saves Browser and balance table reports and Sear templates Save as HTML Starts the AGRESSO HTML Publish Wizard to allow you to save Browser reports in HTML format Op
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