Forms
Form | Purpose |
---|---|
Open a new general request or inquiry | Submit a customer service request or question to the Business Associates team. |
Sourcing Request Form | Submit a sourcing request to the Strategic Sourcing team/ |
Foreign Sourced Supplier Form | Submit a request to add/update a foreign supplier where services provided for UMass is conducted abroad and not subject to U.S. tax withholding and reporting. |
Bank Card
Form | Purpose |
---|---|
Change Request for Restricted/Grant Funded | DocuSign form used to request a change on a Bank Card that is restricted/grant funded. |
Change Request for Unrestricted/Non-Grant Funded | DocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded. |
Missing Receipt Form | DocuSign form to be used and uploaded with your bank card statement if you are missing a receipt. |
Contracts
Statement of Work
Form | Purpose |
---|---|
CFS Statement of Work Template | Used when creating a statement of work on a CFS (Contract for Services) contract |
MSA Statement of Work Template | Used when creating a statement of work on a MSA (Master Service Agreement) contract |
Contract for Services (CFS) Template | Template for creating a Contract for Services contract |
Amendment
Form | Purpose |
---|---|
Contract Amendment Form - Scope Changes | Contract amendment form used for scope changes. Submit via Case Management upst@umassp.edu |
Contract Amendment Form - Payment | Contract amendment form used for payment changes. Submit with your amendment request in BuyWays |
Contract Amendment Form - Dates | Contract amendment form used for date changes. Submit with your amendment request in BuyWays |
Contract Amendment Form - Dates and Payment | Contract amendment form used for date and payment changes. Submit with your amendment request in BuyWays |
Principal Investigator (PI) DocuSign Form (UMB & UMass Chan Medical) | Form for when a Principal Investigator (PI) is needed |
Determination of Independent Contractor Status Questions | List of questions used to determine Independent Contractor Status |
Travel & Expense
Form | Purpose |
---|---|
Non-Employee Travel Documentation Form | Form used to document non-employee travel expenses incurred on a UMass Bank Card Amherst Only |
No Bid Justification (NBJ)
Primarily for Amherst & Boston requesters, but can also be used for select departments in other campuses whose requisitions do not originate in BuyWays.
Form | Purpose |
---|---|
No Bid Justification (NBJ) DocuSign form | Form used when filling a No Bid Justification |
DocuSign NBJ Requirements and Process (General) | Describes the process and requirements of submitting a NBJ (All campuses except UMass Amherst) |
DocuSign NBJ Requirements and Process (Amherst) | Describes the process and requirements of submitting a NBJ (UMass Amherst only) |
Form | Information |
---|---|
Grant and Non-sponsored Request Form | This process is managed by UMPO Controller's Office and not UPST |
Quick Reference Guides
Reference Guides | Purpose |
---|---|
Commodity Approval Reference Guide | Provides a list of goods & services that require additional approvals |
Competitive Procurement Reference Guide | Outlines the type of purchase agreement needed based on the type of good or service |
Contracts Process Reference Guide | Outlines the actions that can be taken in the contract request form, documents needed, and additional contract resources |
Direct Payment Categories | A list of categories/items that can be submitted through a direct payment form |
Exceptions to Competitive Procurement Guide | Outlines when a purchase agreement is not required |
Invoice Processing Reference Guide | Provides various situations regarding invoice processing |
Requisition to Purchase Order (Req2PO) Reference Guide | Provides instructions on the various purchasing methods (catalog, non-catalog, blanket orders, etc.) |
Supplier Request & Registration Reference Guide | Outlines how to request a supplier in BuyWays, information needed, and the registration process for your supplier. |
Supplier Request & Supplier Registration Status Guide | Shows the various statuses a requester sees when they submit a request and when the supplier is in the process of registering. |
Travel and Expense Reference Guide | Outlines steps needed before, during, and after travel. |
BuyWays Access
ROLES | DEFINITION | MODULE |
---|---|---|
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 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.
CAMPUS | DIRECTIONS |
---|---|
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). |
Chan Medical | 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 (saudet@umassd.edu), Foster Administration Building, Room 202 |
Lowell | Complete the Budget & Summit Access Request Form |
President's Office | Email innovation@umassp.edu with your access needs |
Job Aids
Email Approvals/Outlook
Job Aid | Purpose |
---|---|
Email Approval Set-up Job Aid | Describes the steps needed to set-up email approval for requisitions and invoice transactions in BuyWays |
Email Approval Process Job Aid | Describes the steps needed to review and approve BuyWays requisition and invoice transactions through email without need to log-in to BuyWays |
UMass BuyWays Re-routing emails to Outlook folder | Demonstrates how to create a BuyWays specific Outlook folder |
Mobile Approvals
Job Aid | Video | Purpose |
---|---|---|
BuyWays (Jaggaer) Mobile App Set-up Job Aid | Details the process for downloading and setting up the BuyWays mobile app | |
BuyWays (Jaggaer) Mobile App Approval Process Job Aid | Buyways Mobile Approval Video | Details the steps needed to review and approve BuyWays requisitions and invoice transactions using the BuyWays mobile app |
Case Management Self-Service
Job Aid | Purpose |
---|---|
Case Management Self-Service Job Aid | Describes how to locate and manage the Case-Management Self-Service system |
Job Aid | Video | Purpose |
---|---|---|
BuyWays Home Page | Details all aspects of the BuyWays homepage and demonstrates how to navigate it | |
Set Up User Profile Job Aid | Profile Set Up Video | Demonstrates the most effective way to set up your BuyWays user profile before you start creating requisitions |
BuyWays Notifications | Demonstrates how to setup notifications in BuyWays |
Job Aid | Purpose |
---|---|
Direct Payment Process | Demonstrates how to submit a direct payment form in BuyWays |
Direct Payment Categories | A list of categories/items that can be submitted through a direct payment form |
Change Request Process | Demonstrates how to create a change request on your purchase order (PO) or voucher in BuyWays |
Uploading Statements, Reallocation, and Change Request
Job Aid | Video | Interactive Training | Purpose |
---|---|---|---|
Upload Bank Card Statement and Receipts Job Aid | Upload Bank Card Statements/Receipts Video | Upload Bank Card Statement/Receipts Interactive Training | Demonstrates the process of uploading Bank Card statements and receipts into BuyWays |
Bank Card Reallocation - Single Transaction Job Aid | Bank Card Reallocation Single Transaction Video | 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 Job Aid | Bank Card Reallocation Split Transaction Video | 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 Change Request Job Aid | Provides example of Bank Card change request form and describes form approval process | ||
Finding Bank Card Statements Job Aid | Guide for how to locate previous Bank Card statements in BuyWays | ||
Declining Bank Card - Accessing Account Information | This job aid describes the procedure that should be followed to review a Declining Card’s account Information |
Travel Expenses
Job Aid | Purpose |
---|---|
Bank Card Travel Expenses - Creating an Expense Report Job Aid | Describes how to create an expense report in Peoplesoft for Bank Card travel expenses |
Bank Card Travel Expenses - Creating an Expense Report - Copy from Travel Authorization (if applicable) Job Aid | Describes how to create an expense report that includes a travel authorization in Peoplesoft for Bank Card travel expenses |
Application, Registration, and More
US Bank Access Online System (Please use Organization Short Name: Umass1)
Job Aid | Purpose |
---|---|
Bank Card Application Job Aid | Describes the process to apply for a Bank Card |
Bank Card Access Online Registration Job Aid | Describes the online registration process for the US Bank Access Online System |
How to Signup for Account Alerts | Describes how to sign up for US Bank account alerts |
How to View Your US Bank Statement | Describes how to view bank e-statements through the US Bank Access Online System |
Quote-to-Cart Process with Punchout Suppliers
Most of our punchout suppliers can upload quotes into the punchout. Retrieving a quote via punchout will allow the order to be processed as a catalog order which will save time, eliminate errors, and enables electronic invoicing.
When obtaining a quote for the following suppliers, please ask the REP to upload the quote to our punchout system: Agilent, Apple, B&H, BioRad, CDW-G, Dell, Fastenal, Fisher, FW Webb, GovConnection, Grainger, Home Depot, Illumina, Lowes, MSC, Qiagen, Sigma, USA Scientific, VWR and WEI.
FISHER SCIENTIFIC: Some Medical School locations will require users to default their location in their profile in order to retrieve a quote.
For the most part, all quotes are uploaded to the 049 UMASS account.
Airgas Punchout Catalog
Apple's Return Process
Apple's official policy is that all sales are final, with a few exceptions. To inquire about a return, please reach out to Kevin Black at kblack@apple.com.
If returns fall within certain guidelines, Kevin will assist with guiding buyers through the return process.
UMass Molecular Biology Core Lab Portal
WB Mason Employee Purchase Program
Closing Punchout Orders
Punchout orders will automatically close out once the last invoice has been paid.
Cancelled Items: Item was cancelled, please attach cancellation documentation to the PO and follow the Purchase Order Close Request Process job aid.
Having trouble connecting to a punchout?
- Clear your cache, close out of browser, and try again
- If this doesn’t work, try a different browser by clearing cache first
- Make sure you are accepting 3rd party cookies
- For WB Mason, type in URL: www.wbmason.com/clear
- Chrome & FireFox work best with the majority of our punchouts
Contract Requesters:
Job Aid/Resource | Purpose |
---|---|
Request a Contract | Learn about the contract request process from beginning to end. |
Contract Reference Guide | A quick reference guide outlining the contract process and procurement requirements. |
Contract Request Questions | A list of basic questions pulled from the contract request form. This may be helpful for those who are not directly involved in the contract but are charged with creating and handling the request. |
Risk Questionnaire (All Campuses except UMass Chan) | A complete list of the risk questions found in the contract request form. This document applies to all campuses except UMass Chan. |
Risk Questionnaire (UMass Chan Only) | A complete list of risk questions found in the contract request form. This document only applies to UMass Chan. |
IT Risk Questionnaire (All Campuses except UMass Chan) | A complete list of the IT risk questions found in the contract request form. This document applies to all campuses except UMass Chan. |
BuyWays Notifications | Access and edit your BuyWays notifications to ensure you are receiving all information related to your request and contract. |
Contract Glossary | Review common terms related to contracts. |
Contract Approvers & Reviewers:
Job Aid/Resource | Purpose |
---|---|
Contract Reviewer | Access a contract to review the risk questionnaire. - Internal Reviewers Only |
BuyWays Notifications | Access and edit your BuyWays notifications to ensure you are receiving all information related to your request and contract. |
BuyWays Email Approval Set-Up | Set up your email approval access in BuyWays. - Contract Approvers Only |
BuyWays Email Approval | Approve contracts directly from your email. - Contract Approvers Only |
BuyWays Mobile App Set-Up | Set up your mobile app approval access in BuyWays. - Contract Approvers Only |
BuyWays Mobile Approval | Approve contracts directly from the mobile app. - Contract Approvers Only |
Catalog and Non-Catalog Purchases
Job Aid/Resource | Purpose |
---|---|
Adding Additional Line Items | Demonstrates how to add an additional line item when using a Guided Buying Form |
Create a Blanket Order Job Aid | Demonstrates the process to create a blanket order. Blanket orders are used for services where multiple invoices of varying amounts are expected against the PO |
Create a Catalog Order Job Aid | Demonstrates the process of making a purchase through one of BuyWays online vendor catalogs (also called punchout sites) |
Non-Catalog Purchase: Goods Only Purchases | Demonstrates the process of purchasing goods only through BuyWays |
Non-Catalog Purchase: Services & Services+Goods Purchases | Demonstrates the process of purchasing services (or services and goods) through BuyWays |
Splitting Accounting Codes | Describes process for splitting account codes in BuyWays |
Under $50K Statement of Work Template | Template for creating a SOW for a service under $50k that will be attached to a requisition |
Creating a Vehicle Lease Requisition | Describes the components required for a proper leasing order |
Toshiba Copier Process | Process for creating a purchase order for a Toshiba Copier |
Change Request
Job Aid | Video | Purpose |
---|---|---|
Creating a Change Request Job Aid | Change Request Video | Demonstrates how to properly submit a change request for an existing purchase order (PO). Changes include: updating accounting codes, updating amounts and quantities, and updating quantity orders that have been vouchered. |
Change Request - Relinking Contract | Demonstrates how to update/relink a contract. Relinking a contract is required when a PO change request involves an increase or extension to a contract. | |
Change Order Standards & Flow Charts | Process guide explaining when change orders are viable and how to execute a change order in specific scenarios | |
Review and Approve Change Order/Request | Demonstrates how to approve a change order/request |
Close Purchase Order (PO)
Job Aid | Purpose |
---|---|
Purchase Order Close Request Process | Demonstrates how to close a purchase order |
Enter BuyWays Receipts
Job Aid | Purpose |
---|---|
Creating a Quantity Receipt Job Aid | Describes how to create a quantity receipt. This is necessary to mark a purchase or service as received after it has been completed. Quantity receipts only apply to non-blanket POs |
Creating a Cost Receipt Job Aid | Describes how to create a cost receipt. This is necessary to mark a purchase or service as received after it has been completed. Cost receipts only apply to blanket order POs |
Manual PO Distribution
Job Aid | Purpose |
---|---|
Manually Sending PO | Instructions for manually sending a PO |
Review and Approve
Job Aid | Purpose |
---|---|
Review and Approve a Requisition Job Aid | Describes how to review and approve a requisition in BuyWays |
Reviewing and Approving Invoice Match Exceptions Job Aid | Describes how to review and approve invoice match exceptions in BuyWays |
Review and Approve Change Order/Request | Describes how to review and approve change requests in BuyWays |
Additional Resources
Job Aid/Resource | Purpose |
---|---|
Search a BuyWays Query (BuyWays) | FYE (Year-End PO/Encumbrance) Search Query |
Purchase Order Terms & Conditions | University terms and conditions for purchase orders |
Sourcing (Bids)
Job Aid/Resource | Video | Purpose |
---|---|---|
Sourcing Director User Guide for Suppliers Job Aid | Sourcing Director Guide Video | Details the steps RFx event suppliers will need to perform to respond to an event that they have been invited to |
Attachment G - RFX Scope of Service Template (SAMPLE) | Sample scope of services template | |
Attachment G (Appendix 1) - RFX Item Specification (SAMPLE) | RFx Item Specification Sample Form |
No Bid Justification (NBJ)
Job Aid | Purpose |
---|---|
DocuSign NBJ Requirements and Process (General) | Describes the process and requirements of submitting a NBJ (All campuses except UMass Amherst) |
DocuSign NBJ Requirements and Process (Amherst) | Describes the process and requirements of submitting a NBJ (Umass Amherst only) |
Job Aid/Resource | Video | Purpose |
---|---|---|
Supplier Request & Registration Reference Guide | Provides quick information on requesting a supplier and what their registration process looks like. | |
Supplier Request Dashboard Video | Visually walks through all aspects of the Supplier Request Dashboard | |
Supplier Status Guide | Shows the various statuses a requester sees when they submit a request and when the supplier is in the process of registering. | |
Supplier Request & Management Glossary | Glossary defining all of the commonly used terms regarding UMass suppliers. | |
New Domestic Entity | New Domestic Entity Video | Demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays. |
New Domestic Individual | New Domestic Individual Video | Demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays. |
New Foreign Entity & Individual | New Foreign Entity or Individual Video | Demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays. |
Update an Existing Supplier | Demonstrates how to update an existing supplier using the Supplier Request Form in BuyWays. |
Supplier Search
Job Aid | Purpose |
---|---|
Search for a Supplier | Demonstrates how to search for a supplier by name and number in BuyWays. |
Search for a Supplier by Tax ID Number | Demonstrates how to search for a supplier by tax id number in BuyWays. |
Job Aid/Resource | Purpose |
---|---|
Travel Authorization Entry Job Aid | Provides Instructions on how to complete a Travel Authorization in the University’s PeopleSoft Finance System (Expense Module) |
Expense Report Entry Job Aid | Provides instructions on how to complete an Expense Report in the University’s PeopleSoft Finance System (Expense Module) |
Deleting an Expense Report Job Aid | Demonstrates the process of deleting an expense report that is pending or has not been approved |
Approving Employee Travel Job Aid | Demonstrates how to approve employee travel in PeopleSoft |
Terra Dotta Registration Job Aid | Demonstrates how to register for Terra Dotta |
Missing Receipt Form | Docusign form for a missing receipt |
Non-Employee Travel Documentation Form (Amherst Only) | Form used to document non-employee travel expenses incurred on UMass Bank Card (UMass Amherst Only) |
Prior Approval & Exception Guide | Guide for the prior approval and exception process |
SupplyLogic Deployment
The SupplyLogic punchout catalog is available to purchase stationery (business cards, letterheads, envelopes), collateral (flyers, post cards, invitations), and UMass branded items.
Please use the Quote & Question form to contact SupplyLogic about your custom needs.
To access the training presentation & recordings, please visit the Training Presentation & Recordings (SupplyLogic) page. Please note that this page is behind a firewall and you will need to log in using your UMass credentials.
Please see the chart below for resources related to SupplyLogic at Amherst.
Resource | Purpose |
---|---|
Frequently Asked Questions (FAQs) | Frequently asked questions regarding SupplyLogic |
Ordering Stationery from the SupplyLogic Catalog- VIDEO | Video guide for how to purchase stationery from SupplyLogic |
Quote & Question Form | Form for purchasing items not found in the catalog or custom print jobs |
Submitting a SupplyLogic Quote & Question Form- VIDEO | Video guide demonstrating how to fill out the SupplyLogic quote and question form |
Sample SupplyLogic Quote | Sample SupplyLogic purchase quote |
For more information and resources, please visit the Print Ordering at UMass Amherst page.
The SupplyLogic punchout catalog is now available to purchase stationery (business cards, letterheads, envelopes), collateral (flyers, post cards, invitations), and promotional items.
Please use the Quote & Question form to contact SupplyLogic about your custom needs.
To access the training presentation & recordings, please visit the Training Presentation & Recordings (SupplyLogic) page. Please note that this page is behind a firewall and you will need to log in using your UMass credentials.
Please see the chart below for resources related to SupplyLogic at Dartmouth.
Resource | Purpose |
---|---|
Frequently Asked Questions (FAQs) | Frequently asked questions regarding SupplyLogic |
Accessing the SupplyLogic Catalog in BuyWays | Demonstrates how to access the SupplyLogic catalog on BuyWays |
Ordering Stationery from the SupplyLogic Catalog- VIDEO | Visually demonstrates how to order stationery from the SupplyLogic catalog |
Quote & Question Form | Form for purchasing items not found in the catalog or custom print jobs |
Submitting a SupplyLogic Quote & Question Form- VIDEO | Video guide demonstrating how to fill out the SupplyLogic quote and question form |
Sample SupplyLogic Quote | Sample SupplyLogic purchase quote |
For more information and resources, please visit the Print Services page.
The SupplyLogic punchout catalog is available to purchase stationery (letterheads, envelopes, notepads), collateral (banners, posters, brochures), and UMass Lowell branded items.
Please use the Quote & Question form to contact SupplyLogic about your custom needs.
To access the training presentation & recordings, please visit the Training Presentation & Recordings (SupplyLogic) page. Please note that this page is behind a firewall and you will need to log in using your UMass credentials.
Please see the chart below for resources related to SupplyLogic at Lowell.
Resource | Purpose |
---|---|
Frequently Asked Questions (FAQs) | Frequently asked questions regarding SupplyLogic |
Ordering Stationery from the SupplyLogic Catalog - VIDEO | Visually demonstrates how to order stationery from the SupplyLogic catalog |
Quote & Question Form | Form for purchasing items not found in the catalog or custom print jobs |
Submitting a SupplyLogic Quote & Question Form - VIDEO | Video guide demonstrating how to fill out the SupplyLogic quote and question form |
Sample SupplyLogic Quote | Sample SupplyLogic purchase quote |
For more information and resources, please visit the Office Services - SupplyLogic page.
The SupplyLogic punchout catalog is now available to purchase stationery items: business cards, letterheads, envelopes, and note cards.
Please use the Quote & Question form to contact SupplyLogic about your custom needs.
To access the training presentation, please visit the Training Presentation & Recordings (SupplyLogic) page. Please note that this page is behind a firewall and you will need to log in using your UMass credentials.
Please see the chart below for resources related to SupplyLogic at UMass Chan.
Resource | Purpose |
---|---|
Frequently Asked Questions (FAQs) | Frequently asked questions regarding SupplyLogic |
Accessing the SupplyLogic Catalog in BuyWays | Demonstrates how to access the SupplyLogic catalog on BuyWays |
Quote & Question Form | Form for purchasing items not found in the catalog or custom print jobs |
Submitting a SupplyLogic Quote & Question Form - VIDEO | Video guide demonstrating how to fill out the SupplyLogic quote and question form |
Sample SupplyLogic Quote | Sample SupplyLogic purchase quote |
For more information and resources, please visit the UMass Chan SharePoint Stationery Information site. As a reminder, you will need to use your UMass Chan credentials to log in.
The UMass President's Office does not currently have a SupplyLogic punchout catalog in BuyWays. For all print orders for your department, please use the Quote and Question form and resources below.
Resource | Purpose |
---|---|
Quote & Question Form | Form for all print items |
Submitting a SupplyLogic Quote & Question Form - VIDEO | Video guide demonstrating how to fill out the SupplyLogic quote and question form |
Frequently Asked Questions (FAQs) | Frequently asked questions regarding SupplyLogic |
Sample SupplyLogic Quote | Sample SupplyLogic purchase quote |
Policies
Don't see what you're looking for? Click here for a Searchable list of policies and guidelines