Resource UPST Process or Department Resource Type Brief Description of Training Resource
Accessing the Supplier Request Dashboard  Supplier Registration & Management Video Visually walks through all aspects of the Supplier Request Dashboard.
Adding Additional Line Items Requisition & Purchase Orders Job Aid Demonstrates how to add an additional line item when using a good or services form.
Airgas Punchout Training Guide Requisition & Purchase Orders Job Aid Provides instructions on how to use the Airgas punchout catalog in BuyWays.
Alcohol at Events (Boston Only) Requisition & Purchase Orders, Travel & Expense Form Concur Request is to be used by Boston campus users when conducting an event that will have alcohol.
Alcohol at Events Form (Dartmouth Only) Requisition & Purchase Orders, Travel & Expense Form DocuSign form to be used by Dartmouth campus users when conducting an event that will have alcohol
Alcohol at Events/Events Over $500 Form (Amherst Only) Requisition & Purchase Orders, Travel & Expense Form DocuSign form to be used by Amherst campus users when conducting an event with alcohol or an event that will cost more than $500.
Alcohol at Events/Events Over $500 Form (Lowell Only) Requisition & Purchase Orders, Travel & Expense Form DocuSign form to be used by Lowell campus users when conducting an event with alcohol or an event that will cost more than $500.
Alcohol at Events/Events Over $500 Form (President's Office Only) Requisition & Purchase Orders, Travel & Expense Form DocuSign form to be used by President's Office users when conducting an event with alcohol or an event that will cost more than $500.
Amend an Existing Contract Contracts Job Aid Demonstrates the process of submitting a contract amendment form in BuyWays.
Approving a Request & Contract Contracts Job Aid Describes the process of reviewing and approving a contract request.
Approving an Invoice Accounts Payable Job Aid Outlines the process of invoice approval workflow once an invoice (voucher) has been added by the Accounts Payable (AP) team. Demonstrates how to approve an invoice, forward it to a different PO Owner, and leave a comment for AP if there are any issues.
Approving an Invoice Accounts Payable Video Video that outlines the process of invoice approval workflow once an invoice (voucher) has been added by the Accounts Payable (AP) team. Demonstrates how to approve an invoice, forward it to a different PO Owner, and leave a comment for AP if there are any issues.
Bank Card Change Request (Job Aid) Bank Card Job Aid A job aid that provides example of Bank Card change request form and describes form approval process.
Bank Card Change Request (Restricted/Grant Funded) Bank Card Form DocuSign form used to request a change on a Bank Card that is restricted/grant funded.
Bank Card Change Request (Unrestricted/Non-Grant Funded) Bank Card Form DocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded.
Bank Card Change Request for Restricted/Grant Funded Bank Card Form DocuSign form used to request a change on a Bank Card that is restricted/grant funded.
Bank Card Change Request for Unrestricted/Non-Grant Funded Bank Card Form DocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded.
Bank Card Online Registration Bank Card Job Aid Describes the online registration process for the US Bank Access Online System.
Bank Card Reallocation - Single Transaction Bank Card Video Visually describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account code and/or chartfield string (funding).
Bank Card Reallocation - Split a Transaction Bank Card Video Visually describes the procedure for approving and reallocating Bank Card transactions to the appropriate Account codes and/or chartfield strings (funding) for a split distribution transaction.
Bank Card Use Standard Bank Card Policy Policies and procedures applicable for all UMass issued bank cards.
Bill Payments Policy - Office of the Comptroller Accounts Payable, Requisition & Purchase Orders, Supplier Registration & Management Policy Office of the Comptroller (CTR) policy requirements for all expenditures ensure that departments are paying their bills in accordance with Massachusetts General Law.
BOT Policy on Codes of Conduct for University Vendor Relationships Strategic Sourcing, Supplier Registration & Management Policy Outlines the conduct of the University of Massachusetts and vendors when procuring goods and services.
Business and Travel Expense Policy Travel & Expense Policy Clarifies the requirements for Business Expenses made on behalf of the University and Travel Expenses related to University travel.
BuyWays (Jaggaer) Mobile App Approval Process General Job Aid Details the steps needed to review and approve BuyWays requisitions and invoice transactions using the BuyWays mobile app.