Quick Guide to entering requisitions on the web following steps:
Quick Guide to entering requisitions on the web To Enter a Requisition please complete the following steps: 1. Log in to Agresso, Using your name & Password 2. Choose Procurement from the menu on the bottom left of the screen 3. Choose Requisition – Requisition Standard from the top left of the screen this opens your requisition. 4. Complete the following fields on the Requisition screen Supplier Name – Type or use search facility Cost Centre – Defaults to home budget, see drop down list for other budgets to which you have access. Date – Defaults to today’s date. Requisition details – Choose the product you wish to order eg. Stationery. Choose add if more than one product is being ordered. Description – Type over the text with the product information eg. Folders Quantity & Price – (not including VAT) Product Text – Enter text relevant to the order – eg. Quote Ref etc GL Anaylsis – Sub analysis section needs to be completed Eg. OfrTyp. Type or use search facility. Funds Check – Choose from the tool bar. This checks that there are enough funds in the budget to cover the order. Save – This saves the order & sends it to the Cost Centre Manager for approval. Press Clear Screen before entering next requisition What happens next? You can attach documents for example quotations which will be for internal use only. Once saved the cost centre manager will receive an e-mail informing them they have a requisition to approve. The approver must log in to Agresso to approve the requisition. Once approved the system will generate an electronic Purchase Order (PO) and will e-mail it to the supplier. Username Requisitioners will be advised once the PO has been sent to the supplier. If we do not have an e-mail address for the supplier on Agresso the PO will be sent to the Requisitioner.(Who will forward PO on to Supplier) Add or delete lines from your order The supplier will issue an invoice once the goods/services have been sent/provided to MIC. Accounts payable will process the invoice and an email will be sent to the requisitioner requesting them to approve the invoice. Approving the invoice means that you are certifying that the goods/services have been received and are in order for payment. Notes ****** Sub-Analysis section – Type value or use search facility If the supplier you wish to purchase goods from is not available on Agresso you will need to complete a Supplier set up form. See the Agresso web page.
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