Training Subject (click to find that subject)

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

Business Process Description Guide  Tutorial Audio
Ariba Dashboard High level explanation of the Ariba dashboard. NA NA
Create a Tab  How to create a tab for a specific type of transaction. NA NA
Creating Document Labels  A way of categorizing transcations.  NA NA
Changing Preferences  Preferences include delegation of authority and email notifications.  NA
Searching  Searching for documents and transactions. NA NA
Approval Flow Tab Explanation of the approval flow tab. NA NA
How to View Payment Information  How to find payment information in an Ariba transaction. NA 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 NA
Default Budget Number and Default Delivery Address How to set up this information in the Preferences section of Ariba. NA NA
Contract Review Form How to fill out the contract review form. NA NA

Buying in ARIBA

Business Process Description

 Guide 

 Tutorial  Audio

How to Place an ARIBA Order 

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.

Non-Catalog Ordering in ARIBA  

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

This tutorial will teach you how to create and submit an eProcurement Blanket Purchase Order (BPO).  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

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.

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How to Order Ethyl Alcohol Follow these specific steps to order Ethyl Alcohol. NA NA
Creating a Non-Catalog Order for a Radioactive Item Important information about radioactive ordering included. NA NA
Ordering Radioactive Items from the Perkin Elmer Catalog Important information about radioactive ordering included. NA NA
How to Create Pricing Terms for Praxair BPO Praxair BPOs must be set up for specifically to insure success.  NA NA
Retrieve Quote from Workpointe From catalog supplier in Ariba. NA NA
Retrieve Quote from Open Square From catalog supplier in Ariba. NA NA

Exception Items

Business Process Description  Guide   Tutorial  Audio

Exception Item Ordering in ARIBA

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 

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

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 Item

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

How to Run Exception Item Reports in ARIBA 

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

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

Business Process Description  Guide  Tutorials Audio

ProCard Cardholder Training

This tutorial focuses on Cardholder ProCurement Card responsibilities, business processes, UW purchasing policies/procedures and provides 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 90% (31 of 34 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.

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ProCard Administrator Training Training for administrators who will be managing cardholders in their department.  NA NA
Individual Travel Card Training 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 NA
Procard Application How to fill out the Procard application in Ariba. NA NA
CTA Application How to fill out the CTA application in Ariba. NA NA
Ghost Card Application How to fill out the Ghost card application in Ariba. NA NA
Travel Card Application How to fill out the Travel card application in Ariba. NA NA
Procard Renewal Application How to fill out the Procard Renewal application in Ariba. NA NA
Procard Approvers A guide for Procard approvers reviewing applications in Ariba. NA NA

 

 


Paying in ARIBA

Business Process Description  Guide   Tutorial  Audio

Introduction to Preparing a Non-PO Invoice

 

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) 

This tutorial will teach you how to create and submit a Payments to Individuals (P2I) request, which includes payments to Nonresident Aliens.  You will receive a general overview of the functionality and features within the system. Run Time: approximately 25 minutes.

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Creating an eReimbursement  

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. NA
Revolving Fund New Account Training This tutorial will teach you the best practices on how to operate and manage a Revolving Fund Account.  Run Time: approximately 10 minutes.   NA  

 


Receiving and Reports

Business Process Description  Guide   Tutorial  Audio

ARIBA Reports  

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 run the Receiving Exception Report

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

Receiving a Blanket Purchase Order (BPO) in ARIBA  

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

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. NA NA

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

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.

NA NA

Xerox - BPO Receiving Reference Guide

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. 

NA NA

Introduction to the Procurement Desktop Reports (PDR) 

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

Please Note:  The use tax correction process has changed.  Click here for new instructions on how to submit a use tax correction.

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