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Finance

Purchase 2 Pay

The new Purchase Order workflow set up on the Agresso finance system became effective from August 2014 Please find below information sent out in relation to implementing Queen Mary Scheme of Delegation of Financial Authority on Agresso.

 

1. Introduction to the new purchase order workflows on the Agresso finance system [PDF 290KB]

2. Information for Requisitioners [PDF 401KB]

3. Information for Approvers [PDF 573KB]

4. Confirmation of new workflow “go live” [PDF 343KB]

5. Appendix 1 [PDF 63KB]- Key contacts co-ordinating the new workflow set up

6. Appendix 2 [PDF 50KB]– Extract from Scheme of Delegation of Financial Authority (Approval Limits)

7. Payment of External Workers and Suppliers

Purchase 2 Pay Training – recorded session to view (http://ess.q-review.qmul.ac.uk:8080/ess/portal/section/e2c93b8b-a380-47d4-80eb-ad07c170c395)

http://qm-web.finance.qmul.ac.uk/p2puserforum/index.html P2P User Forum

 Purchase 2 Pay Training [PDF 7,070KB](copy of slides with notes pages)

- P2P Frequently Asked Questions [PDF 676KB] (Frequently Asked Questions)

- P2P Key Changes [PDF 477KB]- from 1 June 2013

- P2P guide Requistioners [PDF 373KB]

- P2P guide for approvers [PDF 335KB]

-  Conference fee payments [PDF 358KB] - Processes from 1 Nov 2013

- P2P tips 1 [PDF 389KB]  Goods receipting

- P2P tips 2 [PDF 248KB] – Raising purchase orders and VAT

- P2P tips 3 [PDF 340KB]  Raising purchase orders and additional requirements

- P2P tips 4 [PDF 253KB] Raising purchase orders and delivery / postage charges

- P2P tips 5 [PDF 72KB]  P2P what to do if issues arise

- P2P tips 6 [PDF 376KB]– P2P delegating approval limits on Agresso when out of the office

Agresso training and user guides (http://qm-web.finance.qmul.ac.uk/agresso/training-notes-and-videos/)

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