In the latest release of Ariba, 9r2, the Shopping Cart icon behaves the same as clicking the Checkout button. The Summary Page provides you with full edit access to all fields of the request, including the Title, Hold Until, and On Behalf of fields. The Shopping Cart only allowed edits of quantity and line item information.
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No. Effective 11/1/2013, equipment purchases are not allowed using the Non-PO Invoice or eReimbursement modules of Ariba. M&E object codes will still be visible in these modules, but they should not be selected. If M&E codes are used, the transaction will be rejected to the department. Eventually, the M&E codes will be completely removed from these two modules of Ariba to eliminate confusion.
Microsoft Internet Explorer *
*Ariba is not currently compatible with IE in 64-bit mode, as well as the Edge browser in Microsoft's new Windows 10 operating system.
Additionally, the client's operating system should not matter. If the OS carries the supported IE version (for example, Windows 7 with IE8 ), this is a supported combination.
Several years ago based on campus user requirements, we created a customization to ARIBA to include the Date Attached timestamp field because the out-of-the box software did not have a field that recorded when an attachment was added.
In release 9r2, ARIBA added the Date Created field for attachments, so currently there are 2 dates for attachments:
- Date Attached – UW Customization
- Date Created – ARIBA 9r2 Enhancement
The fields are calculated differently and are populated at different times. The new Date Created field appears immediately when the user adds the attachment but has not submitted yet. The Date Attached column is blank before Submit, but then displays when you go back and view the transaction.
In a future release of the ARIBA system, we will be removing the Date Attached customized field and keeping the ARIBA Date Created field.
You may use the UW Travel Card only for expenses related to the following official UW business while on travel status:
- UW business related travel expenses such as airfare, lodging, meals, registration, car rental, ground transportation and miscellaneous travel expenses.
- Meals associated with hosting and entertaining, however a ProCard is the preferred method for these types of purchases. (Reimbursement is based on department approval and funding source.)
- UW business related expenses such as photocopying and faxing however a ProCard is the preferred method for these types of purchases.
In addition, you may use the UW Travel Card for non-reimbursable expenses where it is not practical for a merchant to separate the non-reimbursable charges onto a different bill (e.g., in-room movie or mini-bar charges).
You must pay the full balance on the card by the next billing statement.
The UW Travel Card is issued by JPMorgan Chase directly to the user. As such, it is governed by a contract that is solely between JPMorgan Chase and the cardholder. Cardholders are personally responsible for paying all charges on the UW Travel Card.
The contract between the cardholder and the bank requires full payment of the balance by the next billing statement, and if the cardholder fails to do so, late fees begin to incur at 60 days past due and the card is suspended.
Upon receipt of complete and proper documentation, the UW Travel Office reimburses official UW travel expenses in a timely manner through the online eTravel system. As a condition of accepting reimbursement from the UW, cardholders agree to use all of the reimbursement money to pay the charges in full on the UW Travel Card.
If there is a balance on the UW Travel Card, and the reimbursement money is not used to pay the balance in full, the cardholder will be subject to corrective actions for violating the terms of this policy, and will be subject to proceedings under the State Ethics Act. Using travel reimbursements for anything other than paying the corresponding travel charges constitutes fraud and will lead to corrective actions which may also include dismissal.
The contract between the cardholder and JPMorgan Chase permits communication between the bank and UW about the status of payments to the bank, including when cardholders do not honor the obligation to pay the statement balance in full by the due date. If the UW receives notice that a statement balance has not been paid in full by the due date, UW Corporate Travel Services will contact the cardholder and the department administrator to facilitate payment.
- An account becomes 60/90 days past due.
- Two (2) dishonored checks issued to JPMorgan Chase or reversal of two electronic payments routed to the bank.
- An account is repeatedly delinquent.
- Travel reimbursement is not used to pay all corresponding charges on the account.
- Using the card for personal charges.
- Individual is no longer on the University payroll (e.g. resignation, leave of absence without pay, etc.).
- Eighteen months with no account activity.
- Failure to comply with UW and State of Washington travel regulations.
If your account is terminated for delinquency, non-payments, improper use of reimbursements, or using the card for personal charges, the account cannot be reinstated.
Cardholders must make sure the outstanding balance is paid in full to the bank and the card is turned in to the department upon separation. Any remaining default is to be charged to the University, the department will then be responsible for any remaining default owed.
All documents related to the UW Travel Card may be fully disclosed as a public record to the extent provided for by the Public Disclosure Laws.
Please log in to the field advance dashboard to review the status of a field advance you have requested or approved. Check the appropriate box in the left-hand corner of the screen to view the field advances on the dashboard.
To determine the status, locate “Status Description” on the dashboard. Below it defines what each status represents:
In Process – The request has not been submitted for departmental approval; the custodian can still edit the request
Departmental Approval Required – The request is pending departmental approval; the custodian should contact the approver to approve the request
Central Office Approval and Processing – The field advance desk received request and it is pending their review
Waiting Funding – The field advance desk has approved the request and the funding is in pending/in progress
Current – Field advance processed and funded
Here is a summary of the commands to use in each of the respective browsers to override cache.
Firefox: command + shift + R
Chrome: shift + f5
Safari: shift + (the reload button)
Internet Explorer: ctrl + f5
Using these commands, you will be able to bypass the cache maintained by your browser.
NOTE: Charges for personal travel are not allowed on an Individual Travel Card.
Adding personal time/travel with a business trip is allowable only when all of the following conditions exist:
- The primary purpose of trip is official UW business
- Approved leave is used during personal portion
- UW does not incur any extra expenses beyond what it would normally incur
Click the Read More... link to review the Travel Office policies and guidelines for combining personal time/travel with a business trip.
If a new card is ordered on a field advance request, it takes up to 5-7 business days to arrive. We will notify the custodian and cardholder when we receive the Western Union debit card. The card will be available for pick up at our office or, we can send via campus mail.
Once the card is received by the cardholder, the field advance desk must be notified by email at: email@example.com so, it can be activated and loaded with funds.
To add a file with no additional spend down:
- Log on to your field advance dashboard
- Click on the pencil icon under "Edit SpendDowns"
- Click on "Create New SpendDown" Under the "SpendDowns" tab
- Attach your file
- Type, "0.00" under "SpendDown Amount in US Dollars"
- Click "Save"
- The "In Process" yellow tab will expand and if there are no additional spend downs, click "Submit" under "Submit for Approval"
The receipts must be uploaded and saved before the budget number and object code is entered into the system.
The “In Process” yellow tab will expand. To enter the budget number to charge, click on “New Detail”. Enter the budget number and select the object code. After the information is entered, click “Save Detail” and confirmed, a new line will appear to enter another expense item. PCA Task, Option & Project are optional.
Invoices rejected PRIOR to the September 8, 2015 deployment of 9r2 will have a status of Reconciled. However, the status of Rejected is on the associated Invoice Reconciliation, accessed using the Reconciliation tab on the Invoice.
Also, you can use the Search option for Invoice Reconciliation to locate a batch of rejected BPO invoice reconciliations prior to the 9r2 deployment based on various search criteria. From there, you can navigate and locate the associated BPOs and Invoices.
To search for Invoice Reconciliations with a status of Rejected:
- Click Search in the blue command bar.
- Select Invoice Reconciliation from the drop-down.
- Ensure the Status, Contract ID and Rejected Date fields are visible in the Search Filter window. If they are not, click the Search Options link in the upper right-hand corner, and select Status, Contract ID and Rejected Date.
- Enter BPO into the Contract ID field to find Invoice Reconciliations for BPOs only.
- Select a Custom date range for the Rejected Date field prior to Sept. 8, 2015. For example, August 3, 2015 to September 4, 2015.
- Click on the drop-down arrow for the Status field and select Rejected.
- Optionally, you can add other search filters such as Requester (BPO Contact) and Supplier.
- Click Search.
- Invoice Reconciliations with a status of Rejected meeting the Search filter criteria should appear in the Search Results.
- Click on the IR ID number to view the details of the Invoice Reconciliation. The BPO and Invoice numbers are in the header Invoice Reconciliation detail. In addition, you can easily navigate to either the Invoice or the BPO by clicking on the Invoice or Contracts tab, respectively.
Below is a screen capture of an example search for BPO Invoice Reconciliations with a Status of Rejected:
For the best view of how your department spends money, we recommend using the account code that best fits the purchased good or service.
Please refer to the account code website located at: http://www.washington.edu/admin/finacct/obcodes/
You might also find it helpful to visit the taxability grid at the Tax Office web page, located at: http://f2.washington.edu/fm/tax/taxability
Best practice is for advertising charges to be paid by Procard. Employees should not use their personal funds to pay for this type of service. At this time, account code 03-21 for Advertising will not be added to the eReimbursement portion of ARIBA.
Payment by wire transfer must be negotiated with Procurement Services at the time the order is placed. Requests for payment by wire are not honored unless prior arrangements were made at the time the contract or order was initiated.
It can take up to two weeks for the wire to reach its destination, depending on the destination and the process has a fee which is charged to the department. A purchase order number and appropriate banking information is needed. For more information see the Wire Payments web page.
No, the University cannot send checks in foreign currency. However, we can send wire transfers in foreign currency. See the Wire Payments page for more information.
If you discover a duplicate payment for an order, contact Procurement Customer Service at firstname.lastname@example.org. Please include the date of the original and duplicate payments, the budget number(s), the PO number(s), and the account code(s) charged. We will assist you in getting a refund for the duplicate payment.
If the original charge was processed on an invoice through Accounts Payable or through an ARIBA module, please submit your correction through Procurement Desktop Reports (PDR). Go to the "Use Tax History" report and submit your request from there. Typically, taxes can only be added or reversed for the last 3 months.
If the original charge was processed through Procard, first review the transaction in PaymentNet. If the month has not yet closed, simply check or uncheck the use tax box by the transaction. If the month has closed already. please submit your correction through Procurement Desktop Reports (PDR).
For questions and inquiries about the Use Tax Report, please contact Procurement Customer Service at 206-543-4500 or email them at email@example.com.
Invoices are submitted by different methods, depending on the order type.
- Catalog Ordering: The supplier should submit the invoice electronically through ARIBA
- Non-Catalog Ordering:
- Enabled supplier orders- The supplier must submit the invoice electronically through ARIBA
- Manual orders- The supplier should submit the invoice by email to firstname.lastname@example.org
- For BPOs: The supplier must submit the invoice electronically through ARIBA
- Non-PO Invoice: The department should submit a Non-PO Invoice form and attach the supplier's invoice copy