MyGlasgow

Back office enquiries

  ‌There are a number of helpful enquiries that can be run by users with access to back-office Agresso. Click on the enquiry name to open instructions on how to find and run the required Enquiry.

• 01 Purchase Order Details  
• 02 Transaction Details 
• 03 Balance Enquiries - These have been replaced by the Agresso Toolkit below
  
• 05 Sales Orders/Invoices

01 Purchase Order Details

• ‌ 001 Requisition Approval Workflow Map
  This Enquiry allows the user to check the approval status of a requisition. The enquiry allows the user to view the task owner, history, and a Workflow Map.
  
• All Requisitions Enquiry-Version2
  ‌To get the order number from the requisition number or vice versa. To check if the order is sent out automatically to the supplier or if needs to printed out.
• Outstanding Invoices Workflow Enquiry
  This Enquiry allows the user to check the approval status of an outstanding Invoice that needs to be approved. The enquiry allows the user to view the task owner, history, and a Workflow Map. This enquiry can be run by sub-project, cost centre, invoice number, order number.
• COM2 : Commitments Enquiry
  This Enquiry lists all commitments (outstanding orders) on Agresso for a specific cost centre, sub-project or particular purchase order.‌
• GRN Workflow Enquiry
  This Enquiry allows the user to check for any tasks that are at the Goods Receipt Process and who needs to complete the process.
• Goods Receipt Details
  This Enquiry all the user to check if a Goods Receipt has been done against an order, who did the goods receipt, and when it was done.‌
• IR1 : Invoice Registration Enquiry
  This Enquiry allows the user to check if an invoice has been received by the Finance Office and scanned onto Agresso. Unless further action is required then the invoice will then be paid. This enquiry also allows the user to view a copy of the invoice form the Supplier.
• PO 1A - Open Order Details
  This enquiry allows the user to view open Purchase Orders by the person who raised the requisition, the Purchasing Officer, for a specific cost centre, sub-project or particular purchase order.
• Substitute Enquiry
  This Enquiry allows the user to view the substitutes set up for a particular person and the dates the substitute is active‌.
• Supplier Query
  This Enquiry allows the user to search for suppliers held on Agresso. It will show addresses and also if the supplier is Open/Closed.
  
• Supplier Query - Approved Suppliers
  This Enquiry will allow the user to search on suppliers which are Approved (Suppliers where there is a contract or framework agreement).
• AP2 : Purchase Invoice Payment Enquiry
  This Enquiry allows the user to check if an invoice has been paid to the supplier, and includes the payment method, payment date.‌ 

02 Transaction Details

• 001 Transaction Subtotal per account code
  This enquiry allows the user to enter a sub-project code and period range which then provides a list of transactions subtotalled by Account Code.
• 002 Transaction Subtotal per period
  This enquiry allows the user to enter a sub-project code and period range which then provides a list of transactions subtotalled by Period.
• 003 Supplier Spend
  This enquiry allows the user to enter a sub-project code or Cost centre or period range or Supplier which then provides a list of transactions by Supplier.
• 004 Transaction Subtotal per Research Heading
  This enquiry allows the user to enter a sub-project code and period range which then provides a list of transactions subtotalled by Research Headings.
• PO6 -Purchasing Card Invoice Log
  This Enquiry will allow the user to run a Purchase Card Invoice Log to complete the Purchase Card Reconciliation process.  

03 Balance Enquiries - These have all been replaced by the Agresso Toolkit below apart from the GLB7: Sub-Project Relations Enquiry

• GLB7 : Sub-Project Relations Enquiry
  This Enquiry provides a list of sub-project codes, the budget holder, approver, status,activity, Year to Date or Life to Date,  for a cost centre or sub-project.  

04 Agresso Toolkit - Management Accounts Enquiries/Reports

 There are Enquiries/Reports available to check Balances/Transactions on sub-projects. These have been set up by the Management accounts team within the Finance office. If you require further information or training on the Agresso toolkit then please e-mail the Management Accounting Section (finance-mact@glasgow.ac.uk).

For all details for using the Agresso Toolkit please see the following Management Accounts webpage: Toolkit Enquiries

Any problems running the enquiry or access to sub-projects contact the Agresso support desk (finsup@glasgow.ac.uk)

05 Sales Orders/Invoices

• AR1 : Sales Invoice Receipt Position Enquiry
  This Enquiry allows the user to check if sales invoice/credit numbers from Sales Orders/Credits, if invoices have been paid, and view the orginal sales invoice/credit sent to the customer
• AR2 Invoice Payment by Project‌
  This Enquiry allows the user to check if Sales Invoices have been paid against a specific sub-project.   
• SOP1- Sales Order Details 
  This Enquiry allows the user to view the details of the sales order raised.
• Sales Order Workflow Enquiry‌ 
  ‌This Enquiry will allow the user to check who the Sales Order/Credit Note is with to approve.‌

Users of back-office Agresso may also want to refer to the Agresso Enquiries user manual which covers enquiries.

Agresso Back Office Enquiries

There are a number of helpful enquiries that can be run by users with access to back-office Agresso. Click on the enquiry name to open instructions on how to find and run the required Enquiry.

Users of back-office Agresso may also want to refer to the Agresso Enquiries user manual which covers enquiries.