Tutorials

Procurement Services Training 

Welcome to Procurement Services Training. This page will provide eLearning and How-To Guides in various subject matter sorted by topic below. Each training will require a sign-in before viewing. Also, feel free to provide feedback on the training via the link to the feedback survey at the end of each training. 

Click either symbol to access the available resource.

Recommended: If watching a eLearning at your desk, use headphones for the best sound.

Ariba Help Guides 

Business Process	Description	Guide	eLearning
Ariba Basics Overview	The basics of using Ariba.	NA
Ariba Dashboard	High level explanation of the Ariba dashboard.		NA
Create a Tab	How to create a tab for a specific type of transaction.		NA
Creating Document Labels	A way of categorizing transactions.		NA
Changing Preferences	Preferences include delegation of authority and email notifications.	NA
Searching	Searching for documents and transactions.		NA
Approval Flow Tab	Explanation of the approval flow tab.		NA
Commodity Codes	What commodity codes are and how to use them.	NA
How to Use the UNSPSC Commodity Code Spreadsheet	How to find a commodity code.		NA
Default Budget Number and Default Delivery Address	How to set up this information in the Preferences section of Ariba.		NA
Contract Review Form	How to fill out the contract review form.		NA
Archiving in Ariba	How to archive transaction in the To-Do list, click here.	NA	NA

Ariba Buying (Catalog/Non-Catalog/Blanket Purchase Orders/Contracts)

Business Process	Description	Guide	eLearning
Buying From Contracts	How to buy from Contracts at the UW, and provide guidance on how to use the UW Contracts Search tool.	N/A
Competitive Solicitations & Sole Source Justifications	Policies and procedures for Competitive Solicitations and Sole Source Justifications.	N/A
Placing an Ariba Catalog Order	How to create and place a Catalog or Hosted Ariba Order. For ordering Ethyl Alcohol, visit How to Order Ethyl Alcohol.
Non-Catalog Ordering in Ariba	How to create and submit Non-Catalog Orders, with demonstrations of placing orders that are under and over the Direct Buy Limit.
Creating a Blanket Purchase Order (BPO) in Ariba	How to create and submit an Ariba Blanket Purchase Order (BPO).  If you are working with Subawards only, view the Initiating a Subaward in Ariba tutorial (listed below) instead.
Entering a Subaward in BPO	Initiating a Subaward in Ariba using the Blanket Purchase Ordering (BPO). Review more information on subawards from the Office of Sponsored Programs: Setting up a Subaward, Subaward Process Overview, and Subawards in SAGE.	NA
How to Order Ethyl Alcohol	Follow these specific steps to order Ethyl Alcohol.		NA
Creating a Non-Catalog Order for a Radioactive Item	Important information about radioactive ordering included.		NA
Ordering Radioactive Items from the Perkin Elmer Catalog	Important information about radioactive ordering included.		NA
How to Order from the General Microsystems Inc PunchOut Catalog	How to Guide for ordering from the General Microsystems Inc PunchOut Catalog.		NA
How to Create Pricing Terms for Linde (f.k.a.Praxair) BPOs	Linde BPO Pricing Terms must contain specific information to ensure success.		NA
Retrieve Quote from Workpointe	From catalog supplier in Ariba.		NA
Retrieve Quote from OpenSquare	From catalog supplier in Ariba.		NA
"New" Linde 2023 Catalog Guide	Using the Linde supplier catalog		NA

 

Ariba Exception Items

Business Process	Description	Guide	eLearning
Exception Item Ordering in ARIBA Overview	How to order Exception Items from the Exception List.
Exception Item Non-Catalog Order	How to create a Non-Catalog Order for an Exception Item.		NA
Exception Item BPO	How to create a Blanket Purchase Order (BPO) for an Exception Item.		NA
How to Approve  Orders for Exception Item	How to review and approve or deny Ariba requisitions and contract requests for Exception Items.		NA
How to Run Exception Item Reports in ARIBA	How to run Exception Item Reports in Ariba.		NA

 

ProCard/Travel Card/Central Travel Accounts

Business Process	Description	Guide	eLearning
ProCard Cardholder Training	Cardholder ProCard responsibilities, business processes, UW purchasing policies/procedures, an overview of the JP Morgan Chase PaymentNet web based transaction review system. Important:  Before you can be granted authorization to receive a ProCard, you must first view this tutorial, and then take the online assessment at the end of the eLearning.  You must pass with a score of at least 22 of 24 questions correctly answered.  Once achieved, and an approved ProCard application has been received by the ProCard office, your card will be automatically sent to you via campus mail.  The link to the online assessment is in the tutorial.	NA
ProCard Renewal Training	For ProCard users familiar with ProCard processes.	NA
ProCard Administrator Training	For administrators who will be managing cardholders in their department.
Central Travel Account Training	For individuals interested in getting a CTA for their department.	NA
Individual Travel Card Training	For individuals seeking to get an Individual Travel Card. An assessment is required in order to be granted a card. Review the eLearning, then take the Assessment.
Procard Application	How to fill out the ProCard application in Ariba.		NA
CTA Application	How to fill out the CTA application in Ariba.		NA
Ghost Card Application	How to fill out the Ghost card application in Ariba.		NA
Travel Card Application	How to fill out the Travel card application in Ariba.		NA
Procard Renewal Application	How to fill out the ProCard Renewal application in Ariba.		NA
Procard Approvers	A guide for ProCard approvers reviewing applications in Ariba.		NA
PaymentNet How-To Guide	A quick guide to help navigate the PaymentNet system.		NA
ProCard Limit Increase Form	How to fill out the ProCard Limit Increase form in Ariba.		NA
Downloading the UW Transaction Detail with Notes and Account Codes Report	How to download UW Transaction Detail with Notes and Account Codes Report in PaymentNet.		NA

 

Ariba Paying (Non-PO Invoice/Payments to Individuals/eReimbursements)

Business Process	Description	Guide	eLearning
Preparing a Non-PO Invoice	How to create and submit a Non-PO Invoice request.  Important: Before you can be granted authorization to create Non-PO Invoices, you must first view this tutorial, and then take the online knowledge assessment at the end of the eLearning. You must pass with a score of at least 80% (15 of 18 questions correctly answered). Once achieved, you will be assigned the Non-PO Invoice Preparer role in ASTRA within 2 business days. The link to the online knowledge assessment is in the tutorial.
Creating Payments to Individuals (P2I) Chrome or Edge Browsers Recommended	How to create and submit a Payments to Individuals (P2I) requests.	NA
Creating an eReimbursement	How to create and submit an eReimbursement (XR) request.	NA

Global Services Training (Research Payments/Field Advance)

Business Process	Description	Guide	eLearning
Revolving Fund	Best practices on how to operate and manage a Revolving Fund Account.	NA
Field Advance	An overview of field advance, how to make a request and how to do a spend down.	NA

 

Ariba Receiving/Reports/Procurement Desktop Reports (PDR)

Business Process	Description	Guide	eLearning
Ariba Reports	How to run reports in Ariba.
How to run the Receiving Exception Report	How to run the Receiving Exceptions Report in Ariba.
Receiving a Blanket Purchase Order (BPO) in Ariba	How to receive against an Ariba Blanket Purchase Order (an order with a prefix of BPO).
How to Receive a BPO Using Search for Contract - General	How departments receive against a BPO so that an invoice can be processed.  Important: If you are receiving for Xerox BPOs, see Xerox guide below.		NA
How to Receive an Ariba Blanket Purchase Order (BPO) From Daily email	How to receive for a BPO by clicking the link in the daily receiving email reminder.		NA
Xerox - BPO Receiving Reference Guide	How departments receive against a Xerox BPO so that an invoice can be processed.		NA
Overview of Procurement Desktop Reports (PDR)	How to run specialized reports in Procurement Desktop Reports (PDR).	NA

 

Administrator Training

Business Process	Description	Guide	eLearning
Administrator Training & Guidelines	A thorough understanding of the UW's dynamic business and financial management processes	NA
Non-PO Invoice Funding Approver and Administrator	What Funding Approver and Administrators should know when reviewing and approving Non-PO Invoices	NA
ProCard Administrator	For administrators who will be managing cardholders in their department.	NA

 

MyFinancial Desktop eLearnings

MyFinancial.Desktop (MyFD) [eLearnings]

Description: Click on the link above to access the MyFD Training pages where users can find eLearnings on the various MyFD reports.

Sales and Use Tax Training

The UW Tax Office provides online tutorials and classroom training about Sales and Use Tax. For more information about tax training, visit the Tax Office's Training Page.

Note: Click here for new instructions on how to submit a use tax correction.

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