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
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)
- 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)
- Administrator Training
- 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.