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
|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.|
|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).
|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 invite suppliers to register.
|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.
|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.
|Requisition Approver with Edit||Purchase Orders (PO)||
Able to modify details of any requisition assigned to them for approval.
Can approve BankCard form requisitions.
Create contract requests through the Contract Request menu.
Able to see any contract request that they previously created and the status of those requests.
|Contract Approver||Contracts||Can assign and approve contracts and contract requests.|
|Supplier Invite||Supplier||Can invite a supplier to register via supplier self-service in BuyWays.|
|Supplier Requester||Supplier||Allows the user to create a supplier request from the request section within TSM.|
|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.
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 firstname.lastname@example.org|
|Boston||Complete the CON-15 Access Request Form and Computing Awareness and Data Security Compliance Statement and return it to your Controller's Office.|
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 (email@example.com), Foster Administration Building, Room 202|
|Lowell||Complete the Budget & Summit Access Request Form|
|President's Office||Email firstname.lastname@example.org with your access needs|
|FS_PO ProCard Reallocator||Bank Card||
|FS_PO Procard Receipt Auditor||Bank Card||
|FS_EX End User Rptg PROD||Bank Card||
|FS_EX Employee||Travel & Expense||
|FS_EX Entry||Travel & Expense||
|FS_EX Approver||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: email@example.com||Campus Controller's Office: firstname.lastname@example.org|
|UMass Boston||Campus Security: email@example.com or Bobby.Kartsagoulis@umb.edu||Campus Controller's Office: firstname.lastname@example.org|
|UMass Chan||Worcester Finance Security: email@example.com||Worcester Finance Security: firstname.lastname@example.org|
|UMass Dartmouth||Campus Controller's Office: Finance User Access Security UMDAR||Campus Controller's Office: Finance User Access Security UMDAR|
|UMass Lowell||Campus IT: email@example.com||Campus Budget Office: firstname.lastname@example.org|
|UMass President's Office||A&F Innovations & Operational Services: email@example.com||UMSO UITS Helpdesk: HelpDesk@umassp.edu|
Supplier Onboarding & Self-Service
The Supplier Request process in BuyWays is being revamped and launched starting February 2023! Review how the process is changing and each campuses deployment.
- UMass Boston, UMass Dartmouth, UMPO – February 13th
- UMass Lowell & UMass Chan – February 27th
- UMass Amherst – March 13th
Register for one or more training sessions
Training Session Dates:
- Thursday, February 9, 2023; 11:00 am - 12:00 pm
- Tuesday, February 14, 2023; 2:00 pm - 3:00 pm
- Thursday, February 23, 2023; 9:00 am - 10:00 am
- Tuesday, February 28, 2023; 2:00 pm - 3:00 pm
- Tuesday, March 7, 2023; 10:00 am - 11:00 am
- Thursday, March 9, 2023; 1:00 pm - 2:00 pm
- Tuesday, March 14, 2023; 12:00 pm - 1:00 pm
- Thursday, March 16, 2023; 1:00 pm - 2:00 pm
- Monday, March 20, 2023; 10:00 am - 11:00 am
- Wednesday, March 22, 2023; 2:00 pm - 3:00 pm
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.
Coffee with UPST
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 invite US/Domestic suppliers to register in the UMass Supplier Portal.
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.
Learn how to navigate your campus' SupplyLogic catalog (stationery, collateral, and promo/swag) and how to submit a quote request for your custom printed goods.
SupplyLogic has been deployed to Amherst, Dartmouth, Lowell, and UMass Chan, but all campuses are welcome.
- BuyWays - SupplyLogic Catalog (Monday, February 27, 2023; 2:00 pm - 3:00 pm)
- BuyWays - SupplyLogic Catalog (Monday, March 20, 2023; 3:00 pm - 4:00 pm)
Please see the Campus Listening Session summaries below. Please feel free to reach out if you have any questions.
- Amherst Listening Session Summary
- Boston Listening Session Summary
- CWM Listening Session Summary
- Lowell Listening Session Summary
- Town Hall PowerPoint
- Campus Engagement Feedback Form – feedback to be used to identify key areas of focus for your specific Campus Listening session
As of January 20th, the punchout catalog to purchase stationery (letterheads, envelopes, notepads), collateral (banners, posters, brochures), and UMass Lowell branded items is available.
Register for training by selecting one or more sessions on the registration page.
- Tuesday, January 24th at 1pm
- Thursday, January 26th at 11am
- Monday, February 13th at 2pm
- Friday, February 24th at 10am
- Wednesday, March 8th at 3pm