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. |
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 Employee Travel in PeopleSoft |
Travel & Expense |
Job Aid |
Demonstrates how to approve employee travel in PeopleSoft. |
Bank Card Application |
Bank Card |
Job Aid |
Describes the process to apply for a Bank Card. |
Bank Card Change Request |
Bank Card |
Job Aid |
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 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 - Single Transaction |
Bank Card |
Job Aid |
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 Reallocation - Split a Transaction |
Bank Card |
Job Aid |
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 Travel Expenses - Creating an Expense Report |
Bank Card, Travel & Expense |
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 Autho… |
Bank Card, Travel & Expense |
Job Aid |
Describes how to create an expense report that includes a travel authorization in PeopleSoft for Bank Card travel expenses. |
Bank Card Use Standard |
Bank Card |
Policy |
Policies and procedures applicable for all UMass issued bank cards. |
BOT Policy on Codes of Conduct for University Vendor Relationships |
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 |
Outlines the policy around business and travel expenses incurred by any University of Massachusetts employee while conducting University business. |
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. |
BuyWays (Jaggaer) Mobile App Set-up |
General |
Job Aid |
Details the process for downloading and setting up the BuyWays mobile app. |
BuyWays Mobile Approval |
General |
Video |
Visually details the steps needed to review and approve BuyWays requisitions and invoice transactions using the BuyWays mobile app. |
BuyWays Notifications |
General |
Job Aid |
Demonstrates how to setup notifications in BuyWays. |
BuyWays Profile Set Up |
General |
Video |
Visually demonstrates the most effective way to set up your BuyWays user profile before you start creating requisitions. |