Forms
Bank Card Program
Contract Management
- SCOPE OF SERVICES (GENERAL TEMPLATE)
- CONTRACT AMENDMENT FORM - DATES
- CONTRACT AMENDMENT FORM - PAYMENT
- CONTRACT AMENDMENT FORM - DATES & PAYMENT
- CONTRACT AMENDMENT FORM
- UNIVERSITY CONTRACT FOR SERVICES (CFS) - SAMPLE
Travel & Expense
No Bid Justification (NBJ) (formerly sole source): For UMB and UMass Amherst Campuses, can also be used for select departments in other campuses whose requisitions do not originate in BuyWays.
Job Aids
- Upload Bank Card Statement and Receipts Job Aid
- Upload Bank Card Statement and Receipts --- Video
- Upload Bank Card Statement and Receipts --- eLearning Simulation
- Bank Card Reallocation - Single Transaction Job Aid
- Bank Card Reallocation - Single Transaction --- Video
- Bank Card Reallocation - Split a Transaction Job Aid
- Bank Card Reallocation - Split a Transaction --- Video
- Bank Card Travel Expenses - Creating an Expense Report Job Aid
- Bank Card Travel Expenses - Creating an Expense Report - Copy from Travel Authorization (if applicable) Job Aid
- Bank Card Access Online Registration Job Aid
- U.S. Bank URL
- (Please use Organization Short Name: Umass1)
- Register Your Card and Create a User ID and Password for US Bank Access Online (Video)
- How to View Your Account Statement through US Bank Access Online (Video)
- How to Set Up Email or Text Alerts and Notifications in US Bank Access Online (Video)
- Bank Card Application Job Aid
- Create a Catalog Order Job Aid
- Create a Catalog Order --- Video
- Non-Catalog Purchase: Goods Only Purchases
- Non-Catalog Purchase: Services & Services+Goods Purchases
- Create a Blanket Order Job Aid
- Create a Blanket Order--- Video
- Review and Approve a Requisition Job Aid
- Review and Approve a Requisition --- Video
- Reviewing and Approving Invoice Match Exceptions Job Aid
- Creating an Approval to Purchase (AtP) Form Job Aid
- Creating a Quantity Receipt Job Aid
- Creating a Cost Receipt Job Aid
- Change Order/Request:
- Purchase Order Close Request Process
- Creating a Vehicle Lease Requisition
- Toshiba Copier Process
- DocuSign NBJ Requirements and Process (General)
- DocuSign NBJ Requirements and Process (Amherst) (formerly sole source)
- Amherst NBJ Seminar Recording
- Sourcing Director User Guide for Stakeholders Job Aid --- Demo Video
- Sourcing Director User Guide for Suppliers Job Aid
- Attachment G - RFX Scope of Service Template (SAMPLE)
- Attachment G (Appendix 1) - RFX Item Specification (SAMPLE)
- BuyWyas Release 1.0: Guided Buying, Change Order, NBJ and Curated Homepage (VIDEO)
- Email Approval Set-up Job Aid
- Email Approval Process Job Aid
- BuyWays (Jaggaer) Mobile App Set-up Job Aid
- BuyWays (Jaggaer) Mobile App Approval Process Job Aid
- BuyWays (Jaggaer) Mobile App Approval Process (VIDEO)
- Purchase Order Terms & Conditions
- UMass BuyWays Re-routing emails to Outlook folder