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ARIBA

PROCARD

REPORTS

ADMINISTRATOR

OTHER

Getting Started ProCard Cardholder Ariba Receiving and Reports Resources Revolving Fund
Buying ProCard Administrator MyFD Non-PO Invoice Administrator Field Advance
Paying Central Travel Account Sales and Use Tax ProCard Administrator  
Exception Items Applications Guides      

 

Ariba

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

Ariba Getting Started Guides

Business Process Description Guide  eLearning
Ariba Dashboard High level explanation of the Ariba dashboard.  
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

Buying in ARIBA

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). Also, visit the Office of Sponsored Programs (OSP) website. Review the Subaward Request Workflow and the Roles and Responsibilities Chart.

   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 Praxair BPOs Praxair BPO Pricing Terms must contain specific information to ensure success.  NA
Retrieve Quote from Workpointe From catalog supplier in Ariba. NA
Retrieve Quote from Open Square From catalog supplier in Ariba. NA
Retrieve Quote from Home Depot From catalog supplier in Ariba. NA

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 and Corporate Travel Account (CTA) Training

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 quiz at the end of the eLearning.  You must pass with a score of at least 30 of 32 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 quiz is in the tutorial.

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 training materials, then take the Assessment.  NA
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

 

 


Paying in ARIBA

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) 

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

 

Other

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

Receiving and Reports

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

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.

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

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