1. 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

2. Accessing Ariba
To access Ariba P2P, go to Procurement Intranet via the link below:
Module 1 - P2P Basics and Navigation/Search

3. 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

4. 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

5. 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

6. 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

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

8. 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 s to receive from Ariba, click Change notification preferences.
Module 1 - P2P Basics and Navigation/Search

9. 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

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

11. 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 immediately or Send 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

12. Search
Note: This content is subject to change. Please click on the link below for the latest version
Module 1 - P2P Basics and Navigation/Search

13. 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

14. 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

15. 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