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

Roles Process Roles Defined
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.

Contract Requester Contracts

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
Boston Complete the CON-15 Access Request Form and Computing Awareness and Data Security Compliance Statement and return it to your Controller's Office. 
Chan Medical

Complete the Request Form along with departmental security approval.

Email form and approval to

Dartmouth Complete the User Access Security Form and email or mail the completed form to Suzanne Audet (, Foster Administration Building, Room 202
Lowell Complete the Budget & Summit Access Request Form 
President's Office Email with your access needs
Role Process Roles Defined
FS_PO ProCard Reallocator Bank Card
  • Re-allocate bank card transactions
  • View bank card exceptions in Commitment Control
FS_PO Procard Receipt Auditor Bank 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 End User Rptg PROD Bank Card
  • Access to Bank Card data in the production environment for query reporting
  • Includes access to Query Viewer
FS_EX Employee Travel & Expense
  • Add/Update/Cancel/Delete Expense Reports, Travel Authorizations and Advances
  • Delegate Entry Authority
  • Review Travel Authorization and Expense Report Budget Exceptions
FS_EX Entry Travel & Expense
  • Add/Update/Cancel/Delete Expense Reports, Travel Authorizations, and Advances
  • Review Travel Authorization and Expense Report Budget Exceptions
FS_EX Approver Travel & Expense
  • Approve Transactions
  • Update approved Transactions
  • View Budget Exceptions
FS_EX Inquiry Travel & 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 Report Travel & Expense
  • Add/Update/Cancel/Delete Expense Reports
FS_Employee View Only PROD Travel & 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 PROD Travel & Expense
  • Run and print Expense End User reports


Campus PeopleSoft Roles/Permission Proxy/Delegate/Authorized User
UMass Amherst Admin & Finance IT: Campus Controller's Office:
UMass Boston Campus Security: or Campus Controller's Office:
UMass Chan Worcester Finance Security: Worcester Finance Security:
UMass Dartmouth Campus Controller's Office: Finance User Access Security UMDAR Campus Controller's Office: Finance User Access Security UMDAR
UMass Lowell Campus IT: Campus Budget Office:
UMass President's Office A&F Innovations & Operational Services: UMSO UITS Helpdesk:


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.

Deployment Dates: 

  • 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

Training Sessions

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.


Campus Engagement

Please see the Campus Listening Session summaries below. Please feel free to reach out if you have any questions. 




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