Section2C -Chemistry Stores Requisitions

Section2C -Chemistry Stores Requisitions
Agresso User Manual – Web Requisitioning
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
Requisitioning
Requisition Entry – Advanced
The following screen will appear:
The red star * indicates required fields that must be used when raising a requisition
2. There are three Tabs on this screen, the first two Tabs will be used to enter the
details of the Requisition
The Punchout Tab is used for E-Procurement Order - See University Agresso website for more details
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Section 2C.1.1: Requisition Entry Tab – Mandatory
The following fields must be populated on this screen (highlighted fields are most relevant):
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.
For CHEMISTRY DEPARTMENT STORES enter in the Supplier ID
40200
6. Supplier ID
7. Contact (NOT REQUIRED)
Click on the drop-down 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.
8. Project Code
Enter the a project code that costs of the purchase will be allocated
against. This can be split against different projects at a later stage.
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
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11. Delivery Address for Goods Either enter the delivery address code for the address to
which the goods to be sent (402-01, Chemistry Stores) or click on
click on
to open search screen:
N.B. The full address will be printed on the purchase order.
In the Search Criteria field enter the required department code e.g. 402 for Chemistry Stores.
Click on
The results will appear below. Click once on the required Address, which will then populate the
Delivery Address for Goods field and close the search screen.
For a more advanced Supplier search use the
12. Customer Ref
option
If your requisition is all against one Customer Ref, 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. Click on
search screen to find relevant
13. Additional Note
to open
This field is optional and can be used to print extra information on the
Purchase Order. Click on
to open search screen, Click on
to see available options
See an example of how screen could look:
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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
1. To search for Product Codes click on
:
The below screen will appear:
2. Click on the words
3. In the Warehourse Criteria field enter PHSC. Click on
4.
The results will appear below. Click once on the required Product, which will then populate
the Product Code field and close the search screen.
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5.
If required the user can narrow down the list by typing details along the filter fields and
select Filter to minimise their results.
6. Description
The description must only be changed when a Generic Product Code is used.
The description can be changed to something more appropriate to match the goods
required. This field only holds a certain amount of characters. See adding further in the Step
17.
5. Supplier ID
This will automatically be populated when the Supplier was selected in the
Requisition Entry Tab. Do not amend.
7. Number
Enter the number of goods required
8. Currency
If not already specified enter the Currency Code (defaults to GBP) for the
goods.
9. Price
If not already specified enter the unit price (cost per unit) for the goods
Curr. Amount
This is the amount in the selected currency
Amount
This is the amount in GBP
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.
12. Project
If not already specified enter the Project to which the goods are to be
charged.
13. Tax Code
If not already specified enter the Tax Code to be used for the goods.
A0
AE
AS
AZ
EF
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VAT does not apply (Outside the scope - where the transaction involves a
country outside the EU)
Exempt on Purchases (e.g. education courses or conferences)
Standard rated - 17.5% on purchases
Zero-rated goods (e.g. books)
Where a VAT ‘exemption’ certificate has been completed for
goods/services purchased for use in medical research. If using this code
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please ensure all the order lines are ‘VAT’ Exemption certificate, if not
raise separate orders where lines or not VAT ‘exemption’ certificate.
14. Percentage
Percentage of the line to be charged to the project.
15. Amount
Amount of the line to be charged to the project.
16. Workflow log
To enter a comment for the approver to view please enter a comment in the
available field. If this comment is to be repeated for all rows enter all rows,
then enter copy and select
2C.1.2.1 ADDING IN MORE DESCRIPTION TO ORDER ROWS
If a larger description or more information is required it can be added to each line of the order line
17. Click on
and this will expand this option. This icon
will minimize it.
18. Enter the additional description or information in the product text field. This information will
appear on the Purchase Order.
2C.1.2.2 ADDING/AMENDING/DELETING ROWS
19. Each time a new row is required Select
and a new row will appear
20. To amend a row Click on the required row (should change colour). Make the required changes then
select
to update the changes made.
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21. To delete a row tick
the required row then Select
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:
22. Click on
and this will expand this option by adding another row.
Click on the first line and amend the GL coding (Account/Project/Tax Code) accordingly. Enter and
the percentage of the line or the amount to be charged to the project. Select
changes made.
to update the
23. Select the second row by clicking on it to enter the GL coding (Account/Project/Tax Code) for
the next project for costs to be split accordingly. Enter the percentage of the line or the amount to
be charged to the project. Select
to update the changes made.
NB. To keep on splitting costs by more than two projects follow Step 22, the Total Percentage
must equal 100. If nor Requisition will not save.
Section 2C.1.3: Saving the Requisition
1. Once all the details for the Requisition have been entered the user can then Save
Requisition.
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Once saved the user will get a requisition number.
Once saved the Requisition will then follow a workflow to the approval process until it then
becomes a Purchase Order, or, the Requisition is rejected.
2. Any errors see details (Select Click to see them all) and amend accordingly:
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