Training Services

This training is required to gain access to BuyWays as a Shopper or Requisitioner. Topics include:

• Set up your BuyWays user profile and defaults.
• Shop from punchout catalogs.
• Create, assign, or submit catalog and non-catalog requisitions and blanket orders.
• Submit Supplier Request Forms to add or update suppliers in BuyWays.
• Track supplier requests using the Supplier Requester Dashboard.

This training is required to gain access to BuyWays as an Approver. Topics include:

• Review requisitions, Purchase Order change requests, vouchers/invoices, Bank Card forms, contract requests, and contracts.
• Assign, forward, approve, reject, or return transactions within BuyWays.
  Monitor and manage approval queues.

Learn how to submit Supplier Request Forms in BuyWays to add new suppliers or update existing supplier information. Topics include:

• When a Supplier Request is required.
• Completing and submitting Supplier Request Forms.
• Understanding the supplier registration process.
• Tracking request status through the Supplier Requester Dashboard.

Learn how to manage common purchasing transactions in BuyWays. Topics include:

• Creating Purchase Order Change Requests for existing purchase orders.
• Entering Direct Payment requests for approved categories.
• Creating and managing Blanket Orders.
• Understanding when to use each transaction type.

Learn when a contract is required and how to submit a contract request in BuyWays. Topics include:

• Determining when a contract request is needed.
• Creating and submitting contract requests and amendments.
• Providing required documentation and information.
• Tracking contract requests through the Contract Requester Dashboard.

Learn how to use Concur to manage travel requests and business expenses in accordance with UMass Travel and Business & Travel Expense (BTE) policies. Topics include:

• Understanding the Travel Policy and Business & Travel Expense (BTE) Policy.
• Updating your user profile and assigning delegates.
• Creating Pre-Travel Authorization Requests and submitting requests that require additional approvals.
• Creating and submitting Expense Reports. And adding and allocating expenses.

Learn how to review and approve travel requests and expense reports in Concur while ensuring compliance with UMass Travel and Business & Travel Expense (BTE) policies. Topics include:

• Understanding approver responsibilities and approval workflows.
• Assigning delegate approvers.
• Reviewing, approving, or returning Requests and Expense Reports in accordance with UMass Travel and Business & Travel Expense (BTE) policies.