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Agresso support

Agresso Support

Agresso Unit 4 ERP - installation info

The latest (M7) desktop version of Agresso Unit 4 ERP is available for authorised users. Install the shortcut on your supported device from the Software Center (via Start > Software Center > Unit 4 ERP). A shortcut icon to Agresso Unit 4 ERP is placed on your desktop. Double click the icon to open the login screen.

In case of difficulty, please check Manual: Intro to Agresso Desktop for more information in the first instance.

Newer managed laptops have an Azure configuration which isn't compatible with the Agresso Unit 4 ERP 'single sign on'. The workaround for the time being is to use VDS (virtual desktop) to access Agresso desktop. Alternatively, you can use Agresso Web Services. You'll need to connect to VPN for this service if you’re not on campus. If you find the Agresso Unit 4 ERP Web Services version of the system does not meet your needs, please contact the Finance Systems team, who may be able to adjust enable any functionality you require. 

Agresso Unit 4 ERP - new user access and use

To request, view or change your existing Agresso access, including work order access, please use the online Authorised Systems Registration System. Follow the online instructions to submit your request, see Agresso user roles guidance. We advise new starters to seek assistance in the first instance from within their own department and from management accountants. For specific Agresso Unit 4 ERP processes and task information, please see the following tabs for Agresso FAQs and User guides. If you then have further questions please send full details (including screenshots) to finance-systems@york.ac.uk.

We have created a keyboard shortcuts crib sheet to aid using the system. 

Agresso Unit 4 ERP Web Services

Login to the web-based version of Agresso Unit 4 ERP via https://yimsagr.york.ac.uk/businessworld

Off-campus access

Once you have the shortcut to Agresso Unit 4 ERP on your campus pc desktop, you can login remotely using the University’s Virtual Desktop Service. IT Services provide full instructions on how to use the VDS.

Installation on Unsupported devices

Please ask your Departmental Computing Officer (DCO), in the first instance for information and assistance if you are using an unsupported device which cannot access the Software Center, or if you are unsure how to proceed.

Information for DCOs: Administrator permissions (DCO) are required to install Agresso Unit 4 ERP on an Unsupported device.

DCOs can install the Agresso Unit 4 ERP Shortcut by navigating to \\itsfs.york.ac.uk\yimsstore\Finance\Shortcuts\Agresso - Live, right click to Create Shortcut, click Yes to place shortcut on PC Desktop. Double click the icon to launch the login screen.

'Excelerator' and 'BIF'

If you’ve been advised that you need access to Excelerator or BIF, please email finance-systems@york.ac.uk to request access and installation instructions.

For user guidance on Agresso Unit 4 ERP processes, check our User guides. If you have any specific questions, please email full details (including screenshots if possible) to finance-systems@york.ac.uk.

Agresso FAQs

Agresso Unit 4 ERP FAQs

To request, view or change your existing Agresso access, including access to work orders, please use the online Authorised Systems Registration System. Follow the online instructions to submit your request.

How do I login to Agresso Web Services? - You can login via yimsagr.york.ac.uk/businessworld

How do I view the hierarchical structure of my Department? - via IT Services website: Department Codes Enquiry

How do I run a report in Web Services? - see Manual: Agresso Web Enquiry, Reports and Invoice Images‌

How do I run a report in Agresso Desktop? - see Quick Guide Desktop Browser Enquiries (PDF , 179kb)

Can I find out why my report is waiting? - see Quick Guide Desktop View Ordered Reports (PDF , 105kb)
‌

Reports Help: Quick Guide Gold Reports (PDF , 103kb)

Recommended reports:-

Gold Reports Help1 (PDF , 93kb)

Gold Reports Help2 (PDF , 100kb)

 

Agresso Incoming Invoice Workflow Tasks and Approvals - see P2PFAQs (PDF , 114kb)

See who is approving my Requisition - see Quick Guide Agresso Web Requisition Workflow Enquiry (Who is Approving) (PDF , 312kb)

How to check User Approval Limits - see Quick Guide Agresso Web Approval Limits (PDF , 177kb)‌

How to set a Substitute in Agresso - see Quick Guide Agresso Web How to Set a Substitute (PDF , 155kb)

Can I view scanned invoice images via Agresso? - see Quick Guide Desktop Viewing Invoice Images (PDF , 90kb) or, including screenshots, see Quick Guide Desktop Viewing Scanned Invoice Images (PDF , 516kb)

Agresso Training Manuals - see full list on User Guides tab of this web page

 

If you have any specific questions, please email full details to finance-systems@york.ac.uk

User guides

Quick Guides

These resources are designed to be short, summary guides for typical Agresso tasks - great if you just need a refresher.

Agresso Unit 4 ERP Desktop:

Quick Guide Desktop Journal Registration (PDF , 249kb)

Quick Guide Desktop Browser Enquiries (PDF , 179kb)‌‌

Quick Guide Desktop Viewing Invoice Images (PDF , 90kb)

Quick Guide Desktop Viewing Scanned Invoice Images (PDF , 516kb)

Quick Guide Desktop View Ordered Reports (PDF , 105kb)‌

Quick Guide Desktop Journal Entry (PDF , 319kb)

Quick Guide Desktop FieldHelp and Find (PDF , 339kb)

Quick Guide Desktop & Web Tasks List (PDF , 442kb)

 

Agresso Web:

Quick Guide Agresso Web Journal Registration (PDF , 102kb)

For guidance on how to deal with Tasks and Incoming Invoice Approvals see P2PFAQs (PDF , 114kb)

 

Manuals

These resources are designed to be longer, more detailed guides for typical Agresso tasks - great if you need to learn from scratch, or need step-by-step support.

Agresso Unit 4 ERP Desktop:

Manual: Intro to Agresso Desktop

Manual: Files Options User Configuration

Manual: Screen Resolution User Information

Manual: Desktop Journal Registration

Manual: Desktop Enquiry and Reporting

Manual: Desktop Distributing Browser Templates

Manual: Data Entry Screen VP10 View Options‌

 

Agresso Unit 4 ERP Web:

Manual: Agresso Web Journal Registration and Approvals

Manual: Agresso Web Enquiry, Reports and Invoice Images 

 

If you have any specific questions, please email full details to finance-systems@york.ac.uk 

How to videos

These videos are designed to give you a helping hand getting familiar with Agresso and key tasks you may need to execute. More videos will be added over time, but if there is any topic not covered in these videos, please refer to the quick guides and manuals in the 'User guides' tab.