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:


Buying in eProcurement

eLearnings on new eProcurement enhancements that are now available to campus!!!

The following enhancements are now available in eProcurement. Campus users can create:

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

To provide campus with a self-study option for learning about these new features, we have published two new eLearnings. 

Creating a Blanket Purchase Order (New - 11/10/2014)

Description: 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, as well as, how to create a BPO for an Outgoing Sponsored Program (OSP) Subaward. You will receive a general overview of the new functionality and features within the system. This tutorial runs approximately 40 minutes.

Non-Catalog Ordering (New - 11/10/2014)

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.

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.

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.

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.

 

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 you must take an online knowledge assessment and pass with a score of at least 80% (15 of 18 questions correctly answered). Once achieved, you will be signed up in Astra within 2 business days for Non-PO Invoicing. 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.

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. 

MyFinancial.Desktop (MyFD) eLearnings

Description: Link to 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

Description:  The UW Tax Office has created an online tutorial about Sales and Use Tax that provides an overview of Sales and Use tax, a more in-depth look at Sales Tax, Exemptions, the ProcCard and eProcurmenet Systems and a few case studies. This tutorial runs approximately 40 minutes.

How-To Guides

Links to Tutorials for Other Financial Applications and Systems

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