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Getting Started Buying Paying
Exception Items Receiving and Reports MyFD
Procard/Travel Card/CTA Sales and Use Tax  

ARIBA

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ARIBA Getting Started Guides

Buying in ARIBA

Title Description

How to Place an ARIBA Order

[eLearning Tutorial]‌   

[PDF Tutorial]

This PDF tutorial will teach you how to create and place a Catalog or Hosted ARIBA Order. 

For ordering Ethyl Alcohol, visit How to Order Ethyl Alcohol.

How to Retreive Quotes from Catalog Suppliers

The PDF tutorials listed here will teach you how to retrieve quotes from the supplier's punchout catalog. Note that each supplier has a different method for retrieving quotes within their catalog.

Non-Catalog Ordering in ARIBA  [PDF Tutorial]

[eLearning Tutorial] 

This tutorial will teach you how to create and submit Non-Catalog Orders, with demonstrations of placing orders that are under and over the Direct Buy Limit.  Run Time: approximately 40 minutes.

Creating a Blanket Purchase Order (BPO) in ARIBA

[eLearning Tutorial] 

[PDF Tutorial]

This tutorial will teach you how to create and submit an eProcurement Blanket Purchase Order (BPO).  It includes demonstrations of placing orders that are under and over the Direct Buy Limit. Run Time: approximately 28 minutes.

If you are working with Subawards only, then we recommend you view the Initiating a Subaward in eProcurement tutorial (listed below) instead. 

Entering a Subaward in BPO

[eLearning Tutorial] 

This tutorial provides an introduction to initiating a Subaward in Ariba using the Blanket Purchase Ordering (BPO) functionality. This tutorial is specific to the subaward process. Run Time: approximately 25 minutes.

For more information and guidance on the Subaward contract execution and approvals process, visit the Office of Sponsored Programs (OSP) website. Review the Subaward Request Workflow and the Roles and Responsibilities Chart.

Exception Items

Title Description

Exception Item Ordering in ARIBA

 [eLearning Tutorial] / [PDF Tutorial]

This tutorial will teach you what it means to order Exception Items from the Exception List through ARIBA.  Run Time: approximately 15 minutes.

Exception Item Non-Catalog Order Example

[eLearning Tutorial]    

[PDF Tutorial]

This brief demonstration shows you how to create a Non-Catalog Order for an Exception Item in eProcurement using a Resale item as an example. Run Time: approximately 10 min. 

Exception Item Blanket Purchase Order Example

[eLearning Tutorial] 

[PDF Tutorial]

This brief demonstration shows you how to create a Blanket Purchase Order (BPO) for an Exception Item in ARIBA using a Construction item as an example. Run Time: approximately 11 min.

How to Approve ARIBA Orders for Exception Items

[PDF Tutorial]

This "how-to" guide shows you how to review and approve or deny ARIBA requisitions and contract requests for Exception Items.

How to Run Exception Item Reports in ARIBA 

[PDF Tutorial]

This "how-to" guide shows you how to run Exception Item Reports in ARIBA.

More Buying Guides


Paying in ARIBA

Title Description

Introduction to Preparing a Non-PO Invoice

[eLearning Tutorial] / [PDF Tutorial]

This tutorial will teach you how to create and submit a Non-PO Invoice request. You will receive a general overview of the functionality and features within the system. Run Time: approximately 25 Minutes.

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.

Introduction to Payments to Individuals (P2I) 

[eLearning Tutorial]

This tutorial will teach you how to create and submit a Payments to Individuals (P2I) request. You will receive a general overview of the functionality and features within the system. Run Time: approximately 20 Minutes.

Hands-on Practice: Want to try P2I in a training environment? Check out our P2I Labs.

Creating an eReimbursement  

[eLearning Tutorial]

This tutorial will teach you how to create and submit an eReimbursement request. You will receive a general overview of the functionality and features within the system. Run Time: approximately 13 Minutes.

 


Receiving and Reports

Title Description

ARIBA Reports  

[eLearning Tutorial]

[PDF Tutorial]

This tutorial will teach you how to run reports in ARIBA.You will receive a general overview of the functionality and features within the system.  Run Time: approximately 13 Minutes.

How to Receive an ARIBA Blanket Purchase Order (BPO) From Daily email

[PDF Tutorial]

Click the link for a detailed, step-by-step guide on how to receive for a BPO by clicking the link in the daily receiving email reminder.

Receiving a Blanket Purchase Order (BPO) in ARIBA 

[eLearning Tutorial] /

[PDF Tutorial]

This video demonstrates how to receive against an ARIBA Blanket Purchase Order (an order with a prefix of BPO). It is intended for UW department personnel who need to receive against an ARIBA BPO before an invoice can be paid.  Run Time: approximately 17 Minutes.

How to Receive a BPO Using Search for Contract - General

[PDF Tutorial]

This is a step-by-step guide on how departments receive against a BPO so that an invoice can be processed. This guide describes the same steps that are demonstrated in the video and provides you with are hard copy for reference when you are navigating through the process in ARIBA. Important: If you are receiving for Xerox BPOs, then use the Xerox version of the reference guide, which is available below.

Xerox - BPO Receiving Reference Guide

[PDF Tutorial]

This is a step-by-step guide on how departments receive against a BPO so that an invoice can be processed. This guide describes the same steps that are demonstrated in the video and provides you with are hard copy for reference when you are navigating through the process in ARIBA. 

Introduction to the Procurement Desktop Reprots (PDR) 

[eLearning Tutorial] 

This tutorial will teach you how to run specialized reports in Procurement Desktop Reports (PDR).  Run Time: approximately 10 Minutes.

How to run the Receiving Exception Report

[PDF Tutorial]

This PDF tutorial will show you how to run the Receiving Exceptions Report in Ariba.

MyFD 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

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.


Procard, Travel Card and Corporate Travel Account (CTA) Training

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