Resources (Forms & Job Aids)

Forms

FormPurpose
Open a new general request or inquirySubmit a customer service request or question to the Business Associates team. 
Sourcing Request FormSubmit 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 

FormPurpose
Change Request for Restricted/Grant FundedDocuSign form used to request a change on a Bank Card that is restricted/grant funded.
Change Request for Unrestricted/Non-Grant FundedDocuSign form used to request a change on a Bank Card that is unrestricted/non-grant funded.
Missing Receipt FormDocuSign form to be used and uploaded with your bank card statement if you are missing a receipt.

Contracts

FormPurpose
Contract for Services (CFS) TemplateTemplate for creating a Contract for Services contract
CFS Statement of Work TemplateUsed when creating a statement of work on a CFS (Contract for Services) contract
Master Service Agreement (MSA) TemplateTemplate for creating a master service agreements (MSA)
MSA Statement of Work TemplateUsed when creating a statement of work on a MSA (Master Service Agreement) contract
Principal Investigator (PI) DocuSign Form (UMB & UMass Chan Medical)Form for when a Principal Investigator (PI) is needed

Amendment

FormPurpose
Contract Amendment Form - Scope ChangesContract amendment form used for scope changes. Submit via Case Management upst@umassp.edu
Contract Amendment Form - PaymentContract amendment form used for payment changes. Submit with your amendment request in BuyWays
Contract Amendment Form - DatesContract amendment form used for date changes. Submit with your amendment request in BuyWays
Contract Amendment Form - Dates and PaymentContract amendment form used for date and payment changes. Submit with your amendment request in BuyWays

 

Travel & Expense 

FormPurpose
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 be used for select departments in other campuses whose requisitions do not originate in BuyWays.

FormPurpose
No Bid Justification (NBJ) DocuSign formForm 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)
FormUse
W-9 FormAn IRS tax form that requests information for an individual defined as a U.S. citizen or a person defined as a resident alien.
Form ST-2A certificate of tax exemption proving that an entity is tax exempt. This form is issued by the State of Massachusetts to the UMass system
Form ST-5 (Part 3 can be completed by the campus)A certificate of sales tax exemption for purchases. This form is issued by the State of Massachusetts to the UMass System
Sales Tax in Other StatesSales tax general policies and resources. A complete guide to sales tax on purchases 
FormInformation
Grant and Non-sponsored Request FormThis process is managed by UMPO Controller's Office and not UPST

Quick Reference Guides

ResourcePurpose
UPST Process Glossary Glossary of commonly used terms and their definitions
Commodity Approval Reference GuideProvides a list of goods & services that require additional approvals
Competitive Procurement Reference GuideOutlines the type of purchase agreement needed based on the type of good or service
Contracts Process Reference GuideOutlines the actions that can be taken in the contract request form, documents needed, and additional contract resources
Direct Payment CategoriesA list of categories/items that can be submitted through a direct payment form
Exceptions to Competitive Procurement GuideOutlines when a purchase agreement is not required
Invoice Processing Reference GuideProvides 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 GuideOutlines how to request a supplier in BuyWays, information needed, and the registration process for your supplier. 
Supplier Request & Supplier Registration Status GuideShows 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 GuideOutlines steps needed before, during, and after travel. 

BuyWays Access

ROLESDEFINITIONMODULE
Bank Card Form Approver without EditBank 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 EditBank 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 UserBank 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 ApproverContractsCan assign and approve contracts and contract requests.
Contract RequesterContracts

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 AccessGeneral 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 Approverinvoice & PaymentsApprove, assign a substitute approver, and place vouchers on hold.
ReceivingAccounts 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 EditPurchase Orders (PO)

Able to modify details of any requisition assigned to them for approval.

Can approve BankCard form requisitions.

Requisition Approver without EditPurchase 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.

RequisitionerPurchase 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.

ShopperPurchase 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 RequesterSupplierAllows 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. 

CAMPUSDIRECTIONS
AmherstComplete the Access Request Form and email it to afsecurity@umass.edu
BostonComplete 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

DartmouthComplete the User Access Security Form and email or mail the completed form to Suzanne Audet (saudet@umassd.edu), Foster Administration Building, Room 202
LowellComplete the Budget & Summit Access Request Form 
President's OfficeEmail innovation@umassp.edu with your access needs

Job Aids & Other Resources

Email Approvals/Outlook

Job AidPurpose
Email Approval Set-up Job AidDescribes the steps needed to set-up email approval for requisitions and invoice transactions in BuyWays
Email Approval Process Job AidDescribes 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 folderDemonstrates how to create a BuyWays specific Outlook folder 

Mobile Approvals

Job AidVideo 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 AidBuyways Mobile Approval VideoDetails the steps needed to review and approve BuyWays requisitions and invoice transactions using the BuyWays mobile app 

Case Management Self-Service

Job AidPurpose
Case Management Self-Service Job AidDescribes how to locate and manage the Case-Management Self-Service system
Job AidVideoPurpose
BuyWays Home Page Details all aspects of the BuyWays homepage and demonstrates how to navigate it
Set Up User Profile Job AidProfile Set Up VideoDemonstrates 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 AidPurpose
Direct Payment ProcessDemonstrates 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 ProcessDemonstrates how to create a change request on your purchase order (PO) or voucher in BuyWays

Zelle Payments for Domestic Individual Suppliers

ResourceVideoPurpose
Zelle Payment Method Job AidZelle Payment Method VideoShows how to add Zelle as a payment method for domestic individual suppliers
Zelle Frequently Asked Questions Frequently asked questions related to Zelle process

Uploading Statements, Reallocation, and Change Request

Job AidVideo Interactive TrainingPurpose
Upload Bank Card Statement and Receipts Job AidUpload Bank Card Statements/Receipts VideoUpload Bank Card Statement/Receipts Interactive TrainingDemonstrates the process of uploading Bank Card statements and receipts into BuyWays
Bank Card Reallocation - Single Transaction Job AidBank 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 AidBank 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 
How to View Card Limit   Demonstrates how to check your bank card spending limit 
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 AidPurpose
Bank Card Travel Expenses - Creating an Expense Report Job AidDescribes 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 AidDescribes 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 AidPurpose 
Bank Card Application Job AidDescribes the process to apply for a Bank Card
Bank Card Access Online Registration Job AidDescribes the online registration process for the US Bank Access Online System
How to Signup for Account AlertsDescribes how to sign up for US Bank account alerts
How to View Your US Bank StatementDescribes 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.  Any items that will not be fulfilled, please send a request to have PO closed.

Cancelled Items: Item was cancelled, please attach cancellation documentation to the PO and follow the Purchase Order Close Request Process job aid. 

Backordered ItemsIf items will eventually deliver, the purchase order should remain open. If not interested in the backordered item, cancel directly with vendor, attach cancellation documentation and send request to close out PO.


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/ResourcePurpose
Request a ContractLearn about the contract request process from beginning to end.
Contract Reference GuideA quick reference guide outlining the contract process and procurement requirements. 
Contract Request QuestionsA 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 NotificationsAccess and edit your BuyWays notifications to ensure you are receiving all information related to your request and contract. 
Contract GlossaryReview common terms related to contracts.

 

Contract Approvers & Reviewers:

Job Aid/ResourcePurpose
Contract ReviewerAccess a contract to review the risk questionnaire. - Internal Reviewers Only
BuyWays NotificationsAccess and edit your BuyWays notifications to ensure you are receiving all information related to your request and contract.
BuyWays Email Approval Set-UpSet up your email approval access in BuyWays. - Contract Approvers Only
BuyWays Email ApprovalApprove contracts directly from your email. - Contract Approvers Only
BuyWays Mobile App Set-UpSet up your mobile app approval access in BuyWays. - Contract Approvers Only
BuyWays Mobile ApprovalApprove contracts directly from the mobile app. - Contract Approvers Only

Catalog and Non-Catalog Purchases

Job Aid/Resource Purpose
Commodity & Account Code CrosswalkExplore the new crosswalk for a clear picture of the appropriate commodity and account code for your goods & services purchases. 
Adding Additional Line Items Demonstrates how to add an additional line item when using a Guided Buying Form
Create a Blanket Order Job AidDemonstrates 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 AidDemonstrates 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 PurchasesDemonstrates 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 TemplateTemplate for creating a SOW for a service under $50k that will be attached to a requisition
Creating a Vehicle Lease RequisitionDescribes the components required for a proper leasing order
Toshiba Copier ProcessProcess for creating a purchase order for a Toshiba Copier

Change Request

Job AidVideoPurpose
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 - Adding a New Line to a PO Demonstrates how to add a new line to a PO
Change Request - Entering Chartfield Information at the Line Level Demonstrates how to change the chartfield information for single lines. This is usually done when the speedtype/account code will be different from all other lines of the purchase order
Change Request - Relinking a 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 Request - Send an Updated PO to a Vendor Demonstrates how to change your PO to send an updated copy to the vendor
Change Request - Updating a Line That Contains a Form  Demonstrates how to update lines within a form. Once in the form you can update price, quantity, description, and dates
Change Request - Updating Chartfield Information on a Line That Has Been Vouchered Demonstrates how to update the chartfield information on a PO that has been vouchered
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 AidPurpose
Purchase Order Close Request ProcessDemonstrates how to close a purchase order

Enter BuyWays Receipts 

Job AidPurpose
Creating a Quantity Receipt Job AidDescribes 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 AidDescribes 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 AidPurpose
Manually Sending PO Instructions for manually sending a PO

Review and Approve 

Job AidPurpose
Review and Approve a Requisition Job AidDescribes how to review and approve a requisition in BuyWays
Reviewing and Approving Invoice Match Exceptions Job AidDescribes how to review and approve invoice match exceptions in BuyWays
Review and Approve Change Order/RequestDescribes how to review and approve change requests in BuyWays

Additional Resources

Job Aid/ResourcePurpose
Search a BuyWays Query (BuyWays)FYE (Year-End PO/Encumbrance) Search Query
Purchase Order Terms & ConditionsUniversity terms and conditions for purchase orders

Sourcing (Bids)

Job Aid/ResourceVideoPurpose
Sourcing Director User Guide for Suppliers Job Aid Sourcing Director Guide VideoDetails 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 AidPurpose
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)

Supplier Request

Job Aid/ResourceVideoPurpose
Supplier Request & Registration Reference GuideProvides 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
New Domestic IndividualNew Domestic Individual VideoDemonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays.
New Domestic EntityNew Domestic Entity VideoDemonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays.
New Foreign Entity & Individual New Foreign Entity or Individual VideoDemonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays.
Update an Existing SupplierDemonstrates how to update an existing supplier using the Supplier Request Form in BuyWays.
Supplier Status GuideShows the various statuses a requester sees when they submit a request and when the supplier is in the process of registering. 
Supplier Request & Management GlossaryGlossary defining all of the commonly used terms regarding UMass suppliers. 

Supplier Registration

VideoPurpose 
Domestic Individual Supplier Registration This video guides domestic individual suppliers through the registration process on the UMass Supplier Portal. From accepting the invitation email to certifying and submitting their information, the video covers the entire journey.  
Domestic Entity Supplier Registration Coming soon!  

Searching for a Supplier

Job AidPurpose
Search for a SupplierDemonstrates how to search for a supplier by name and number in BuyWays. 
Search for a Supplier by Tax ID NumberDemonstrates how to search for a supplier by tax id number in BuyWays. 
Job Aid/ResourcePurpose
Travel Authorization Entry Job AidProvides Instructions on how to complete a Travel Authorization in the University’s PeopleSoft Finance System (Expense Module)
Expense Report Entry Job AidProvides 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 AidDemonstrates how to approve employee travel in PeopleSoft
Terra Dotta Registration Job AidDemonstrates how to register for Terra Dotta 
Missing Receipt FormDocusign 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 GuideGuide 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.

ResourcePurpose
Frequently Asked Questions (FAQs)Frequently asked questions regarding SupplyLogic 
Ordering Stationery from the SupplyLogic Catalog- VIDEOVideo 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- VIDEOVideo 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.

ResourcePurpose
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- VIDEOVisually 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- VIDEOVideo 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.

ResourcePurpose
Frequently Asked Questions (FAQs)Frequently asked questions regarding SupplyLogic 
Ordering Stationery from the SupplyLogic Catalog - VIDEOVisually demonstrates how to order stationery from the SupplyLogic catalog
Quote & Question FormForm for purchasing items not found in the catalog or custom print jobs
Submitting a SupplyLogic Quote & Question Form - VIDEOVideo 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.

ResourcePurpose
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 FormForm for purchasing items not found in the catalog or custom print jobs
Submitting a SupplyLogic Quote & Question Form - VIDEOVideo 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. 

ResourcePurpose
Quote & Question FormForm for all print items
Submitting a SupplyLogic Quote & Question Form - VIDEOVideo guide demonstrating how to fill out the SupplyLogic quote and question form 
Frequently Asked Questions (FAQs)Frequently asked questions regarding SupplyLogic
Sample SupplyLogic QuoteSample SupplyLogic purchase quote