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Navigate toProcurementRequisitioningRequisitions-advancedNavigate toProcurementRequisitioningRequisitions-advanced

With the paperwork in front of you, re-code the charges to the correct Work order(s). If in doubt, use the Field Help button to search.(Note – it is essential that you check the VAT amount is correct against your paperwork. The figure shown on screen may not be 20% as the transaction is imported as a total and not broken down. You will need to make the changes manually using . (P.T.O.)

Purchase Cards

Receive an email

notification

Logon to Agresso Self

Service

Complete code

transaction

Approval or rejection by

Budget manager

The Process

Note – If you are aware that a task is due for processing you do not need to wait for the email to arrive. This is just a notification.

You may have a number of tasks.

List of tasks for you to action.

Detailed information of the requisition.

Action buttons.

Approval screen

Code completion process

Click Purchase Card Transactions….

By default the first items details appears to the right of the screen. If you wish to action one of the other items click on the item to select.

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Purchase Cards

Budget holder approval

If you need to split the charges to separate Work Orders or amend due to VAT discrepancies, click . This will split the line so you can charge to different Work Orders or amend the tax code.

Once completed, select the invoice lines, click and then click .

Click Purchase Card Approval.

By default the first items details appears to the right of the screen. If you wish to action one of the other items click on the item to select.

Check the details are correct. If all appears ok, click . The following message will appear.

If the details are wrong, click . (Note – a comment must be entered in the pop box and must be clicked again).

Top tip – once tasks have been actioned, click to update your list.

Note – this process is very similar to the requisition approval process.

09/05/2011 12:06 Dan Farmer - Distributed06/07/2011 14:42 Ostle, Martin - Coding Complete