Agresso for buying goods and services


This page has instructions and guidance to help you to navigate Agresso Self Service, and inform you of any ongoing developments.

The Agresso Self Service system enables users across the University to place orders for goods and services online, and for the budget holders to give their approval online.

 

 

If you are not an Agresso User...

If you are not an Agresso User, and you don't have anyone in your Faculty who can requisition on your behalf, you can complete the form below to request that goods and services are ordered for you.

Please provide as much information as you can, and a member of the Procure to Pay team will contact you regarding your request.

Order Form

Your name:
Contact phone number:
Project code to be used to pay for the goods or services:
Supplier:
Description of goods or services you require:
Approximate price of the goods:
Date goods or services are required by (DD/MM/YYYY):
Any other information:
   

Please note that unless you tell us otherwise (in the any other information section) we will arrange for delivery to be made to your office address as shown in the staff phone book.

 

If you are not an Agresso user, but you think you will be raising more than about 12 requisitions per year, please see the section below regarding training and book onto a training session so you can access Agresso yourself. 

Agresso Training

The following training sessions are open to all staff, and can be booked through iTrent.

Classroom based

Purchasing with Agresso Self Service – New Requisitioners (first Tuesday of every month AM)

For any new requisitioners, attendance on the training is compulsory before getting log in details for Agresso.

 

Purchasing with Agresso Self Service – Approvers (second Tuesday of every 3rd Month)

A short session for individuals who will be approving requisitions online. Please note that there is an online session for approvers available through X-Stream (as below) – this classroom based session is for users who prefer training in a classroom setting.

 

Purchasing with Agresso Self Service – Refresher (first Tuesday of every month PM)

This is a refresher session for any existing users to come and ask their questions and increase their understanding of the system.

 

All the classroom based sessions can be booked through iTrent, details are available on the People Development webpages. http://www.leedsmet.ac.uk/local/peopledevelopment/index.htm (View the People Development Programme, under the heading Information Technology).

 

Online Training (accessed through X-Stream)

Purchasing with Agresso Self Service - Approvers

The online training session for Approvers has now been updated. This takes around 20 minutes to complete, please contact Liz Wilson or Andy Ellner to gain access to the session.

Purchasing with Agresso Self Service - Quick Guide for Approvers

Purchasing with Agresso Self Service - User Guide

Movie demonstrations

Activating your substitute

Creating a requisition

Creating a requisition using the eMarketplace (punchout supplier)

Creating a requisition using the eMarketplace (catalogue supplier)

Approving Requisitions

Entering a Goods Receipt Note (GRN)

Approving Invoices (as a requisitioner)

Approving Invoices (as an approver)

New Supplier Request

What this form is for:
This form is used to request that a new supplier is added to Agresso. We may contact you to ask further questions regarding the need for new suppliers to be set up. Please complete as many fields as possible.

Please contact the Procure to Pay team if you need any help.

New Supplier Request
Before requesting a new supplier record you should search Agresso to determine whether the supplier has already been set up. For details of how to perform the search you should see the Agresso User guide. If after searching you are certain that the record does not yet exist you should tick the box to confirm that you have searched.

Please note that this form should only be used to request new Suppliers (i.e. external Companies we wish to purchase something from)

Your name:
E-mail address:
Supplier Name:
Supplier Address:
Supplier Postcode:
Supplier Country:
Supplier phone number:
Supplier fax number:

Supplier email address (for orders to be sent to):

Supplier Contact Name:

What goods/services does this supplier provide?:

What are your reasons for using this supplier?:

Will you use this supplier more than once?


Does the supplier accept payment via a VISA card?



Bank Details
In order to set up the supplier, we require the supplier’s bank details to be sent to us on letter headed paper. Please can you confirm how these will be sent to us.



Updating Existing Supplier Records

What this form is for:
This form is used to request an existing supplier record is updated in the Agresso system i.e. to add a new address, or update a telephone number. We may contact you to ask further questions regarding your request. Please complete as many fields as possible.

Please contact the Procure to Pay team if you need any help.

If the supplier you wish to use is already on the system, but you wish to add another address, or amend some other detail, please complete the following sections with the new information.

Your name:
Email address you would like replies sent to:
Type of change:
i.e. new address, amendment to existing address, change of phone number, etc
   
Supplier Name:
Supplier Address:
Supplier Postcode:
Supplier Country:
Supplier phone number:
Supplier fax number:
Supplier email address:
Supplier Contact Name:
   
Payment Terms:


If 0 days, please give a reason why.

When your supplier has been amended we will email you to confirm that your requested changes have been made.

Service contacts

Liz Wilson

e-Procurement Officer
23327
E-mail Liz Wilson

Andy Ellner

e-Procurement Assistant
26064
E-mail Andy Ellner

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