Step 1-3: In the right corner of the header bar, click the "Account Settings" icon and choose "Settings", then "Electronic Order Routing".
Step 4-5: Under "Electronic Order Routing", navigate to the table and entry for the document type you want to configure. Please make sure you insert the correct email address for receiving email notification. Multiple emails can be saved with a comma as separator.
Step 6: Click "Save".
Step 1-3: In the right corner of the header bar, click the "Account Settings" icon and choose "Settings", then "Electronic Invoice Routing".
Step 4-5: Please make sure you insert in the correct email address for receiving email notification. Choose a Routing Method from the drop-down menu:
a. Online – Enables manual invoice generation through the invoice page. (default option, non-catalog suppliers please use “Online”)
b. cXML – Enables acceptance of cXML Invoice Detail Request documents sent from your invoicing system.
c. EDI – Enables acceptance of either ANSI X12 810 or EDIFACT INVOIC invoices sent from your invoicing system.
Step 6: Click "Save".
Note: If your company has different colleagues who work on Ariba onboarding, PO, and Invoice, please make sure they all have sufficient user roles. Follow below to create a role:
Step 1-2: To access role setting, click your name on the top right – "Settings" – "Users" – "Manage Roles", you can see current existing roles. You can also apply filters to see the existing roles for certain permission/ access rights.
Step 3: To create new roles, click the plus "Sign".
Step 4-6: Enter the name, description, and select the relevant permissions for the role. Then click "Save". (As you are working within a Standard Account, there will be a number of permissions that cannot be selected and are greyed out.)
Step 7: The newly added role appears, to assign users to the role, or to adjust the permissions, click the "Role‘s name".
Note: Only the Ariba Administrator can create roles and users. The first person who registers on Ariba Network is the account administrator.
Step 1-3: To access user setting, click your name on the top right – "Settings" – "Users" – "Manage Users", you can see current existing roles. To create new roles, click the plus "Sign".
Step 4-7: Enter the new user information, you can also assign roles and selected customers at this step. Click „Done“ to send out the user invitation.
Step 8: The newly added user will be shown in the user list. Click “Actions” to add a user as administrator.
Note: To make sure your payment via Ariba will be correctly done, it is mandatory to set up your bank information in Ariba Remittance.
Step 1-3: Click [user initials] in the upper-right corner of the application > "Settings". Click "Remittances".
Step 4: Click "Edit" or "Create" in the "EFT/Check Remittance" section.
Step 5: Add or update your bank account information. Tick the box to the left of "Include Bank Account Information in invoices." Click "OK", then click "Save".
Note: In case of updating your bank information, it is important to update it here for Ariba Network, as well as AllianzGI initial questionnaire.
Step 6-8: Please provide your inputs under “Payment Methods”, “ACH” and “Beneficiary Bank”.
Step 9: Please note the address under “Beneficiary Bank” should be the bank’s address.
