Ordering Items From TRIUMF Stores Using Unit4 Agresso By Ted Schenkeveld

Transcription

1 Ordering Items From TRIUMF Stores Using Unit4 Agresso By Ted Schenkeveld 1

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3 1. When you sign into Agresso you will see the following splash page. From the menu on the left hand side select Procurement Requisitions Standard. Once you have used Agresso you will find this selection on the Agresso splash page under the title Recently opened. Select Requisition Standard. 2. The Agresso Requisitions standard page will open. Note your name has already been populated. 3

4 3. Important: Notice the status of your requisition is Parked. Select the drop down menu and since you will want to generate your order right away change the status to Active. If you don t, your requisition will not process as Agresso gives you this option to add a list of items before you want to submit the order. 4. Agresso shares screens with other modules in the system. The requisition screen is used for both items purchased through the purchasing department and items being issued from TRIUMF Stores. TRIUMF Stores is considered one of TRIUMF s suppliers and you MUST type in the word Stores in the Supplier dialog box. USER TIP: tab, Tab, TAB! When using Agresso you need to tab out of the fields rather than hitting the enter key! 4

5 5. Enter your account and sub account. (Remember to tab out of the dialog boxes). You will find a green area at the bottom of the screen where you will enter the item you want to order. In this example we are going to order some Kimwipe Tissues. USER TIP: When searching, sometimes less is more. Practice with your key word searches. Remember what you enter in your key word search must match exactly to what is in the product description. 5

6 6. In the field titled Product, type in the key search word, in this case Kim for Kimwipes. Notice how Agresso provides a type ahead dropdown menu. When you see the item you are looking for click on it and save yourself some typing. 7. Tab over to the quantity field. Enter the quantity you wish to purchase. Notice the default quantity of one has aready been populated. 6

7 (To add additional line items double click the product box under the proceeding line) 8. Save your order using the Save button/icon. Notice Agresso gives you a control number in the green status bar at the top of your entry screen. As Agresso is a new system it will be a good idea to record the confirmation number Agresso generates. USER TIP: Unlike our old ERP system, Agresso has about a 3 minute delay between the time you place an order online and the time the order prints out in TRIUMF Stores. Order your goods from your computer in your office or lab and then come over to stores to pick up your order. This will save you some time. Remember to log out of Agresso when you are finished by clicking the log off button. 7

8 Using Agresso Product Explorer Sometimes you might want to know additional technical information about a product. Ordering using the Agresso Product Explorer might be better to choice. Complete the first screen as you did in the previous example by changing the status of your order to active (NOT PARKED), entering the suppler as Stores, and entering your Account Number, and Sub-account Number. Click the tab at the top of screen called Product Explorer. This will bring up the Agresso Product Explorer. In this example we are going to order 2 boxes of small Kimwipe Tissues. Enter the key word kim as you did in the previous example. USER TIP: Remember in Agresso the requisition screen used by TRIUMF Stores is the same screen used when you purchase items from any other company, therefore you always need to enter the supplier name as Stores. 8

9 Click the Search by button to open the menu and type the word Stores in the field called Supplier. Click the search button and a picture catalog appears with all items with the key search word, in this case kim in the product description. 9

10 Notice the two columns marked Zoom and Add. Clicking on the Zoom will bring up a screen which will bring up additional information about the product. Information such as the supplier, manufacturer s part number, in some cases a photograph, and the current number available in stock are shown on the Zoom screen. USER TIP: When ordering items from Stores, the Agresso ordering system will automatically place a back order for you if there is not enough stock available. Check availability of parts in your own tool boxes before ordering from stores or check the current stock level in the Stores inventory so you don t order more than what we currently show available in inventory. This will avoid us from ordering items specifically for you which you don t really want. Stores won t necessarily accept returns of unwanted items which you have ordered on a backorder. 10

11 Close the zoom screen and enter the quantity you wish to order. In this example we will order 2. Click the Add to cart button. Close the Product Explorer tab and notice that the item has been added to the Stores Requisition. Click the save button/icon and record your Agresso reference number as you did in the previous example. 11

12 Log off Agresso using the Log off button. The sign off screen is displayed. 12

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