Agresso for buying goods and services

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):
Address where goods are to be delivered to:
If you are spending over £1k you are required to obtain 3 verbal quotes. If you are spending over £5k you are required to obtain 3 written quotes.
Have you obtained quotations if appropriate?	Yes No
If you are spending over £1k and have not obtained quotes, have you had a Waiver of Financial Regulations granted?	Yes No
Any other information:

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 3^rd 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. (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 (e.k.wilson@leedsmet.ac.uk) or Andy Ellner (a.ellner@leedsmet.ac.uk) 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)

I have searched for this supplier in Agresso
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?:
How much do you think you are going to spend with this supplier?
How have you selected this supplier?
Will you use this supplier more than once?	Yes No
Does the supplier accept payment via a VISA card?	Yes No
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.
I have forwarded the supplier bank details on the Supplier’s letter headed paper to Payments (payments@leedsmet.ac.uk) I have instructed the supplier to send their bank details on letter headed paper to Payments (payments@leedsmet.ac.uk) This is not applicable as it is an overseas supplier
When your supplier had been set up we will email you with the new Supplier ID, or to confirm that your requested changes have been made.

Updating Existing Supplier Records

If a company has notified you of:

a change of address
a change of bank details or
a change of situation (i.e. entered administration)

Please request that the company sends written notification of the changes to the Payments team either by email to payments @leedsmet.ac.uk or by post to Procurement, Leeds Metropolitan University, PD311, Calverley Street, Leeds. LS1 3HE.