Training & Information Sessions

The UPST offers several training courses to campus stakeholders to drive process, technology adoption, and compliance. We encourage you to review all the information on this page to ensure that you select the training that meets your need.

For your training needs, please contact us and we will work to make sure you get the training you require.

BuyWays & PeopleSoft Access

RolesProcessRoles Defined
Bank Card Form Approver without EditBank Card

An approver will not be able to modify details of any Bank Card form assigned for approval.

Can only review, return, reject or approve the Bank Card form.

Bank Card Form Approver with EditBank Card

An approver can modify the details of any Bank Card form assigned to them for approval. 

Can only review, return, reject or approve the Bank Card form.

Bank Card UserBank Card

Create and submit Bank Card forms for review and approval. 

Can create a bank card form requisition but NOT a purchase order (PO). 

Contract ApproverContractsCan assign and approve contracts and contract requests.
Contract RequesterContracts

Create contract requests through the Contract Request menu.

Able to see any contract request that they previously created and the status of those requests.

Inquiry AccessGeneral Inquiry

Search and view access to all requisitions, POs, vouchers and credits within their assign business units (see the business unit list in the user's profile > user settings > Access).

Does not allow managing documents in workflow or creating/submitting carts. 

Invoice Approverinvoice & PaymentsApprove, assign a substitute approver, and place vouchers on hold.
ReceivingAccounts Payable (AP)Ability to create a receipt in BuyWays. The user will be able to receive (cost or quantity) for any purchase order they can see in document search.
Requisition Approver with EditPurchase Orders (PO)

Able to modify details of any requisition assigned to them for approval.

Can approve BankCard form requisitions.

Requisition Approver without EditPurchase Orders (PO)

Will NOT have the ability to modify details of any requisition assigned to them for approval.

Can review, return, reject or approve requisitions only, including BankCard form requisitions.

RequisitionerPurchase Orders (PO)

Shop from catalogs, build carts and submit carts into workflow. Cart submission includes their own and carts assigned to them by shoppers.

Can also create Bank Card forms, contract requests and request suppliers to be invited.

ShopperPurchase Orders (PO)

Able to shop, create carts and assign those carts to a requisitioner, and also create Bank Card form requests.

Cannot submit a cart into workflow themselves.

Supplier RequesterSupplierAllows access to complete the supplier request form. 

In addition to attending the UPST Shopper/Requisitioner training (see availability in Training Sessions), you will also need to complete a request form for your Campus IT Security team. Please find the instructions for completing your campus security form below. 

AmherstComplete the Access Request Form and email it to
BostonComplete the CON-15 Access Request Form and Computing Awareness and Data Security Compliance Statement and email it to your Controller's Office (
Chan Medical

Complete the Request Form along with departmental security approval.

Email form and approval to

DartmouthComplete the User Access Security Form and email or mail the completed form to Suzanne Audet (, Foster Administration Building, Room 202.
LowellComplete the Budget & Summit Access Request Form.
President's OfficeEmail with your access needs.
RoleProcessRoles Defined
FS_EX End User Rptg PRODBank Card
  • Access to Bank Card data in the production environment for query reporting
  • Includes access to Query Viewer
FS_PO ProCard ReallocatorBank Card
  • Re-allocate bank card transactions
  • View bank card exceptions in Commitment Control
FS_PO Procard Receipt AuditorBank Card
  • Review, add and delete attachments for bank card reallocations
  • Review the bank card reallocation but not make any changes or updates
  • Add comments
FS_EX ApproverTravel & Expense
  • Approve Transactions
  • Update approved Transactions
  • View Budget Exceptions
FS_EX EmployeeTravel & Expense
  • Add/Update/Cancel/Delete Expense Reports, Travel Authorizations and Advances
  • Delegate Entry Authority
  • Review Travel Authorization and Expense Report Budget Exceptions
FS_EX EntryTravel & Expense
  • Add/Update/Cancel/Delete Expense Reports, Travel Authorizations, and Advances
  • Review Travel Authorization and Expense Report Budget Exceptions
FS_EX InquiryTravel & Expense
  • View Expense Report, Travel Authorization, Advances for all Employees
  • View Travel Authorization and Expense Report Budget Exceptions for all employees
  • View Payments (Vendor Payments, Employee Payments, Payment History) for all
FS_EX Expense ReportTravel & Expense
  • Add/Update/Cancel/Delete Expense Reports
FS_Employee View Only PRODTravel & Expense
  • View Expense Reports for one’s own expense report
  • View Travel Authorizations for one’s own expense report
  • View Advances for one’s own expense report
FS_EX End User Rptg11 PRODTravel & Expense
  • Run and print Expense End User reports


CampusPeopleSoft Roles/PermissionProxy/Delegate/Authorized User
UMass AmherstAdmin & Finance IT: afsecurity@umass.eduCampus Controller's Office:
UMass BostonCampus Security: or Bobby.Kartsagoulis@umb.eduCampus Controller's Office:
UMass ChanWorcester Finance Security: worcesterfinancesecurity@umassmed.eduWorcester Finance Security:
UMass DartmouthCampus Controller's Office: Finance User Access Security UMDARCampus Controller's Office: Finance User Access Security UMDAR
UMass LowellCampus IT: security_admin@uml.eduCampus Budget Office:
UMass President's OfficeA&F Innovations & Operational Services: innovation@umassp.eduUMSO UITS Helpdesk:


Weekly Office Hours

UPST holds weekly office hours where you can get all your procurement-related questions answered! 

Representatives from various teams (Accounts Payable, Bank Card, Contracts, Requisitions & Purchase Orders, Supplier Relationship Management, and Travel & Expense) will be available to speak with you. 

Please ensure you register & share with your colleagues! 

Office Hour Registration - Select one or more sessions to attend. 


Training Sessions

Learn how to create, edit, submit and approve travel expense reports in PeopleSoft.

Learn how to upload your bank card statement in BuyWays and reallocate bank card transactions in PeopleSoft.

For NEW BuyWays users to learn how to set up their defaults, create and submit requisitions (catalog and non-catalog orders).

This training is required in order to gain access to BuyWays. Please select the "How can I get access to BuyWays?" accordion to find your campus specific actions. 

Learn how to approve a requisition, change request, voucher/invoice, bank card statement, contract request, and contracts within BuyWays.

Learn how to use BuyWays to submit a Supplier Request Form to add/update suppliers.

Learn the automated process in BuyWays of entering a change order request directly into a current purchase order, enter direct payments and blanket orders.

Learn how to submit a contract request within BuyWays, what information you need to have, and what documents you need to upload for a seamless contract request process.

Boston, Dartmouth, and the President's Office:

Amherst, Lowell, and UMass Chan:

To request SupplyLogic training for your department, please send an email with 2-3 date and time options.