The Ariba Workbench is a quick one-stop-shop for actioning and checking the statuses of your transactions.
While the instructions below are tedious, they will greatly your improve your navigation and visibility within the system. This is a one time setup as Ariba saves these views to your individual account.
Please know that this is Murphy's suggested format. Feel free to add/move/remove tiles as needed. Murphy does not utilize the financial module within Ariba, therefore, remittance and payment information will not be displayed.
As an added bonus for Ariba Standard users, this Workbench allows users to navigate WITHIN Ariba! You no longer have to start with the PO email to submit your invoices/SES's!
1.
1) From the Ariba Home page, CLICK Workbench.
2) CLICK Customize on the right hand side. Next, CLICK the X. 3) REMOVE all tiles by CLICKING the X. Don't worry, you'll add the relevant tiles back in the next steps. **Please note: Murphy does not provide payment or remittance information in Ariba. 4) CLICK Yes for each tile removal. 5) Once all tiles are removed, CLICK +. 6) ADD the following tiles IN THIS ORDER:
7) Once the tiles are added, CLICK Apply. |
Now, you will customize each of the three tiles.
ORDERS:
2.
Back on the main Workbench page: 2) SELECT Last 365 Days in the Creation Date drop down. CLICK Apply. 3) Ensure the Date arrow is pointing down. This will show newest POs first. CLICK Save Filter. 4) This box will appear. 5) EDIT text to Last 365 Days and CLICK Save. 6) CLICK Settings on the right hand side. 7) DRAG & DROP the tiles so that the Displayed columns section lists the following tiles in this same order, and then click Apply.
8) Your column headers should now read like this: |
INVOICES:
3.
1) REPEAT EDIT FILTER BY CHANGING CREATION DATE TO 365 DAYS. SAVE FILTER, CHANGE TEXT TO LAST 365, SAVE. 2) SELECT the Invoices tile. CLICK Settings on the right hand side, above Actions. 3) DRAG AND DROP the following columns from the Right column to the Left column, and then CLICK Apply.
4) Your column headers should now read like this: |
SERVICE SHEETS:
4.
1) REPEAT EDIT FILTER BY CHANGING CREATION DATE TO 365 DAYS. SAVE FILTER, CHANGE TEXT TO LAST 365, SAVE. 2) SELECT the Service Sheets tile. CLICK Settings on the right hand side. 3) From the Table Columns table, DRAG AND DROP the following columns from the Right column to the Left column.
*Ensure Table Column items are in the order shown in the Right column below. 4) From the Column Grouping table, DRAG AND DROP ALL tiles from the Right column to the Left column.
*Ensure the Grouping column is blank. 5) CLICK APPLY 6) Your column headers should now read like this: |
Once the setup is complete, your Ariba home page will now display an updated dashboard for quick access.