Purchase Cards
The Process
Navigate toProcurementRequisitioningRequisitions-advanced
Approval or
Receive an
email
notification
Complete
code
transaction
Logon to
Agresso Self
Service
rejection by
Budget
manager
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.
Approval screen
You may have a number of tasks.
List of tasks for you to action.
Detailed information of the
requisition.
Action buttons.
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.
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.)
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Highpoint Implementation and Training Services Ltd
1
Purchase Cards
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
.
Budget holder approval
Note – this process is very similar to the requisition approval process.
Top tip – once
tasks have
been actioned,
click
to update your
list.
09/05/2011 12:06 Dan Farmer - Distributed
06/07/2011 14:42 Ostle, Martin - Coding Complete
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
clicked again).
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Highpoint Implementation and Training Services Ltd
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and
must be