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
|Bank Card Form Approver without Edit||Bank 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 Edit||Bank 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 User||Bank 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 Approver||Contracts||Can assign and approve contracts and contract requests.|
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 Access||General 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 Approver||invoice & Payments||Approve, assign a substitute approver, and place vouchers on hold.|
|Receiving||Accounts 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 Edit||Purchase Orders (PO)|
Able to modify details of any requisition assigned to them for approval.
Can approve BankCard form requisitions.
|Requisition Approver without Edit||Purchase 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.
|Requisitioner||Purchase 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.
|Shopper||Purchase 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 Requester||Supplier||Allows 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.
|Amherst||Complete the Access Request Form and email it to email@example.com.|
|Boston||Complete the CON-15 Access Request Form and Computing Awareness and Data Security Compliance Statement and email it to your Controller's Office (Controllers.Office@umb.edu).|
Complete the Request Form along with departmental security approval.
Email form and approval to WorcesterFinanceSecurity@umassmed.edu.
|Dartmouth||Complete the User Access Security Form and email or mail the completed form to Suzanne Audet (firstname.lastname@example.org), Foster Administration Building, Room 202.|
|Lowell||Complete the Budget & Summit Access Request Form.|
|President's Office||Email email@example.com with your access needs.|
|FS_EX End User Rptg PROD||Bank Card|
|FS_PO ProCard Reallocator||Bank Card|
|FS_PO Procard Receipt Auditor||Bank Card|
|FS_EX Approver||Travel & Expense|
|FS_EX Employee||Travel & Expense|
|FS_EX Entry||Travel & Expense|
|FS_EX Inquiry||Travel & Expense|
|FS_EX Expense Report||Travel & Expense|
|FS_Employee View Only PROD||Travel & Expense|
|FS_EX End User Rptg11 PROD||Travel & Expense|
|Campus||PeopleSoft Roles/Permission||Proxy/Delegate/Authorized User|
|UMass Amherst||Admin & Finance IT: firstname.lastname@example.org||Campus Controller's Office: email@example.com|
|UMass Boston||Campus Security: firstname.lastname@example.org or Bobby.Kartsagoulis@umb.edu||Campus Controller's Office: email@example.com|
|UMass Chan||Worcester Finance Security: firstname.lastname@example.org||Worcester Finance Security: email@example.com|
|UMass Dartmouth||Campus Controller's Office: Finance User Access Security UMDAR||Campus Controller's Office: Finance User Access Security UMDAR|
|UMass Lowell||Campus IT: firstname.lastname@example.org||Campus Budget Office: email@example.com|
|UMass President's Office||A&F Innovations & Operational Services: firstname.lastname@example.org||UMSO UITS Helpdesk: HelpDesk@umassp.edu|
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.
Learn how to create, edit, submit and approve travel expense reports in PeopleSoft.
- PeopleSoft - Travel & Expense Entry/Approval (Wednesday, September 13, 2023; 10:00 am - 12:00 pm) - RESCHEDULED
Learn how to upload your bank card statement in BuyWays and reallocate bank card transactions in PeopleSoft.
- Bank Card - Statement Upload/Transaction Reallocation (Wednesday, September 13, 2023, 1:00 pm - 2:00 pm) - RESCHEDULED
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 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: