Accessing BuyWays and PeopleSoft | UMass Office of the President

BuyWays is the purchasing system for UMass covering Requisitions, PO, Invoice Status Check, Bank Card Statement Upload, Contract Request, Supplier Registration, and Sourcing.

Peoplesoft is the system used for Bank Card and Travel & Expense purchase reporting, enabling reallocation of funds and expenses.

How can I get access to BuyWays?

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. Additional training or approvals may be required for additional BuyWays roles depending on the campus requirements.

Campus	Instructions
Amherst	Complete the Access Request Form and email it to afsecurity@umass.edu.
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).
Dartmouth	Complete the User Access Security Form and email or mail the completed form to Suzanne Audet (saudet@umassd.edu), Foster Administration Building, Room 202.
Lowell	Complete the Budget & Summit Access Request Form.
UMass Chan	Complete the Request Form along with departmental security approval. Email form and approval to WorcesterFinanceSecurity@umassmed.edu.
President's Office	Email innovation@umassp.edu with your access needs.

What roles are available in BuyWays?

Roles	Process	Roles Defined
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.
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.
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 contract requests.
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.

How can I get access to PeopleSoft?

Campus	PeopleSoft Roles/Permission	Proxy/Delegate/Authorized User
Amherst	Admin & Finance IT: afsecurity@umass.edu	Campus Controller's Office: travel02@umass.edu
Boston	Campus Security: controllers.office@umb.edu or Bobby.Kartsagoulis@umb.edu	Campus Controller's Office: controllers.office@umb.edu
Dartmouth	Campus Controller's Office: Finance User Access Security UMDAR	Campus Controller's Office: Finance User Access Security UMDAR
Lowell	Campus IT: security_admin@uml.edu	Campus Budget Office: budget_office@uml.edu
UMass Chan	Worcester Finance Security: worcesterfinancesecurity@umassmed.edu	Worcester Finance Security: worcesterfinancesecurity@umassmed.edu
President's Office	A&F Innovations & Operational Services: innovation@umassp.edu	UMSO UITS Helpdesk: HelpDesk@umassp.edu

What roles are available in PeopleSoft?

Roles	Process	Roles Defined
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_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 Approver	Travel & Expense	Approve Transactions Update approved Transactions View Budget Exceptions
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 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