Module 1 - BASICS AND NAVIGATION/SEARCH July 2016 – August 2016 Note: This content is subject to change. Please click on the link below for the latest version http://eportal.sccgov.org/sites/proc/training/Pages/Ariba-P2P.aspx

Accessing Ariba To access Ariba P2P, go to Procurement Intranet via the link below: http://eportal.sccgov.org/sites/proc/.aspx Module 1 - P2P Basics and Navigation/Search

Accept the Privacy Statement The first time you log in to Ariba: Read the privacy statement. Click the checkbox designating that you accept the terms. Click OK. Module 1 - P2P Basics and Navigation/Search

Navigating the Ariba Dashboard Refresh button Procurement tab. Command Bar Create a requisition or invoice, open full search, access recent documents, and set preferences. Common Actions Initiate a new requisition or invoices with one click. Recently Viewed Access requisitions, POs or invoices you viewed recently. Module 1 - P2P Basics and Navigation/Search

Navigating the Ariba Dashboard (continued) Search Quickly search for requisitions, purchase orders or invoices. To Do See your incomplete tasks arranged by due date. My Documents Access your requisitions. Module 1 - P2P Basics and Navigation/Search

Requisition and PO Status Req / PO Definition Composing Req The requisitioner has created the req but not submitted it for approval/push error. Submitted The requisitioner has submitted the req for approval. Approved All approvers have approved the requisition but the Delay Purchase Until date is in the future. Ordering The PO is in the process of being submitted to the supplier. Ordered The PO has been submitted to the supplier. Confirming PO The supplier has provided fulfillment information for part of the order. Confirmed The supplier has provided fulfillment information for the entire order. Shipping The supplier has shipped part of the order. Shipped The supplier has shipped the entire order. Receiving SCC has confirmed partial receipt of the order. Received SCC has confirmed full receipt/full return of the order. Invoicing The supplier has invoiced part of the order. Invoiced The supplier has invoiced the entire order. Module 1 - P2P Basics and Navigation/Search

Customizing the Dashboard To add portlets to the dashboard, click Wrench Icon and select Add Content. Module 1 - P2P Basics and Navigation/Search

Setting User Preferences Click Your Name to change your personal settings. To delegate authority to another user, select Delegate authority. To edit your personal information, click Change your profile. To select which emails to receive from Ariba, click Change email notification preferences. Module 1 - P2P Basics and Navigation/Search

Delegate authority Search and select the user name you would like to Delegate Authority Select a Start and End Delegation Date Enter Delegation Reason and click on Next Module 1 - P2P Basics and Navigation/Search

Delegate authority cont. Review your Delegation changes then Submit Module 1 - P2P Basics and Navigation/Search

Changing Email Notification Preferences In the Edit preferences for section, select Requisition or Invoice Reconciliation. For each field in the Notification method section, select Send email immediately or Send email summary. Use the checkboxes to select whether to receive notifications as each approver acts or only when the item is fully approved. Select the number of times to receive each kind of notification. Click Save. Module 1 - P2P Basics and Navigation/Search

Search Note: This content is subject to change. Please click on the link below for the latest version http://eportal.sccgov.org/sites/proc/training/Pages/Ariba-P2P.aspx Module 1 - P2P Basics and Navigation/Search

Access Search In the command bar, Click the drop down Select Purchase Order, Receipt, Requisition, Invoice or Invoice Reconciliation. Enter the Title or ID (Optional) Hit Enter or Select the Magnifying Glass icon Module 1 - P2P Basics and Navigation/Search

Enter Criteria and Click Search Step 1 – Enter criteria into as many fields as desired. Step 3 – Click Search. Step 2 (Optional) – Click Search Options to add search filter fields. Module 1 - P2P Basics and Navigation/Search

Work with the Results Click the ID or Title to open the document. Click Reset to clear the criteria and start a new search. Click the table icon to export results to Excel. To narrow results, enter more criteria and click Search. To save the criteria for future use, click Save Search. Module 1 - P2P Basics and Navigation/Search