Independent Study

Independent Study: eLearning Tutorials and Pre-recorded Presentations

The links below provide you alternatives to attending live, scheduled classes. These offer a quick way to get the information you need, when you need it. At the end of each, you will be given an opportunity to tell us what you think of the information and we hope you will provide us with your feedback.

Topics Covered Below:

 Tip: Users can practice the instructions from these eLearnings in the Ariba Training Environment. Use it in conjunction with the eLearning videos or after to practice what you learned before working in the live Ariba system.

Buying in eProcurement

How to Place an eProcurement Order

Description: This PDF tutorial will teach you how to create and place a Catalog or Hosted eProcurement Order. You will receive a general overview of the functionality and features within the system.

If you need information on the process and requirements for ordering Ethyl Alcohol, visit How to Order Ethyl Alcohol.

How to Retrieve Quotes from Catalog Suppliers

Description: 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 eProcurement

Description: 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. You will receive a general overview of the new functionality and features within the system. This tutorial runs approximately 40 minutes.

Creating a Blanket Purchase Order (BPO) in eProcurement

Description: This tutorial will teach you how to create and submit an eProcurement Blanket Purchase Order (BPO). You will receive a general overview of the BPO functionality and the features of the system. It includes demonstrations of placing orders that are under and over the Direct Buy Limit. This tutorial runs approximately 40 minutes.

For more information on Non-Catalog Ordering and Creating a BPO visit:

NOTE: All purchases over the Direct Buy Limit will be reviewed by a buyer.

Recommendation if you are working with Subaward BPOs only: While this general tutorial on creating a BPO in eProcurement provides the basic steps of how to create a BPO for a Subaward, if you are working with Subawards only, then we recommend you view the Initiating a Subaward in eProcurement tutorial (listed below) instead. 

Initiating a Subaward in eProcurement (New - Added May 11, 2015)

Description: This tutorial provides an introduction to initiating a Subaward in the eProcurement (Ariba) system using the Blanket Purchase Ordering (BPO) functionality. This tutorial is specific to the subaward process and it runs approximately 25 minutes.

IMPORTANT: The ability to initiate a Subaward in eProcurement has been available to campus since November, 2014. On May 18th, 2015, there will be an eProcurement enhancement update that will add several new fields to the OSP interface. This tutorial includes the new functionality that will be rolled out in mid-May.

NOTE: If you are NOT using BPO to initiate subawards and wish to learn about general functionality of the BPO module, then we recommend you view the Creating a Blanket Purchase Order (BPO) tutorial instead at: http://f2.washington.edu/fm/ps/training-events/independent-study/BPO

For detailed guidance on recommended best practices and how to create a Subaward Blanket Purchase Order (BPO) in eProcurement, refer to the Creating a Subaward BPO in eProcurement Step-by-Step Guide.

For a visual step-by-step guide on the eProcurement Subaward functionality, refer to the Requesting Subawards Visual Guide.

For more information and guidance on the Subaward contract execution and approvals process, visit the Office of Sponsored Programs (OSP) website: http://www.washington.edu/research/index.php?page=subawards

Exception Item Ordering in eProcurement (New - 03/18/2015)

Description: eProcurement preparers can use Catalog Orders, Non-Catalog Orders and Blanket Purchase Orders to order items on the Exception List. This tutorial will teach you what it means to order Exception Items through eProcurement. You will receive a general overview of the types of Exception Items that can be ordered, as well as, which eProcurement modules support ordering Exception Items. This tutorial runs approximately 15 minutes. A PDF version of the presentation is also available: Exception Item Ordering in eProcurement Student Handout

Paying in eProcurement

Introduction to Preparing a Non-PO Invoice (For best practices updated on 10/30/2014, see Supplemental Materials):

Description: 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. This tutorial runs 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)

Description: 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. This tutorial runs approximately 20 Minutes.

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

Creating an eReimbursement

Description: 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. This tutorial runs approximately 13 Minutes.

Receiving and Reports

Ariba Reports 

Description: 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. Topics include how to access and run reports in Ariba, understanding report categories and the different reports that are available in each, specifying report criteria, viewing output, saving reports and running saved reports. This presentation runs approximately 13 Minutes.

How to Receive Against an Ariba Blanket Purchase Order (BPO) - You Tube Video

Description: This pre-recorded 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. This presentation runs approximately 17 Minutes.

BPO Receiving Reference Guide - General

Description: Click the link above for a detailed, 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

Description: Click the link above for a detailed, step-by-step guide on how departments receive against a Xerox BPO so that an invoice can be processed.

Introduction to the Procurement Desktop Reports (PDR) 

Description: This tutorial will teach you how to run specialized reports in Procurement Desktop Reports (PDR). You will receive a general overview of the functionality and features within the system. Topics covered include how to run a report and how to set up report subscriptions. This presentation runs approximately 10 Minutes.

Other eProcurement Settings and Features

Changing Preferences in Ariba 

Description: This tutorial will teach you how to change your Preferences in Ariba. You will receive a general overview of the Preferences functionality and features within the system. This presentation runs approximately 7 Minutes.

Creating Document Labels

Description: This PDF tutorial will teach you how to create and utilize Document Labels to manage and search for orders and payments within Ariba. 

How to Set-Up a Default Budget Number and Delivery Address in eProcurement

Description: This PDF tutorial will teach you how to set your preferences so that the eProcurement system will automatically select a default budget number and delivery address for your orders.

 

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.

Ariba Training Environment

Looking for hands-on practice in a training environment before trying the live Ariba system? Log in with your UW Net ID to the Ariba Training Site.

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 Training Page for the Tax Office.

How-To Guides

eProcurement Buying

eProcurement Paying

eProcurement Guides on Other Useful Tools

Links to Tutorials for Other Financial Applications and Systems

© 2015 University of Washington     PRIVACYTERMS

Was this page helpful? Let us know