UPST Process Glossary

Similar to a proxy or a delegate, a travel assistant is someone who has permission to book travel for another user within Concur.

Items being purchased or services provided are done domestically within the United States.

A unique supplier number assigned to a supplier approved and registered as a UMass Supplier.

A section of BuyWays where suppliers can manage their information through self-service. 

The University Official exercising managerial and budgetary control for the Contract. The individual named in the contract has responsibility for the performance of this contract. This individual is also the primary contact for the supplier as it relates to this contract.

A set of guidelines that dictate how a company will handle and report data breaches. This provides insight into how/when the vendor in question has committed to informing their clients should a breach occur.

Host Attestation Service checks by validating a compliance statement (verifiable proof of the host's compliance) sent by each host against an attestation policy (definition of the secure state). This ensures the cloud/host environment the vendor is utilizing has been verified as secure.

A privacy policy document states whether and in what manner a site gathers, utilizes, disseminates, or monetizes the personal data of its visitors. These documents are required under most global laws, such as the GDPR, CPRA, and LGPD.

Invoices that have been uploaded into BuyWays and are used by Accounts Payable to pay and organize invoices/bills.

Used primarily by entities and individuals to claim foreign status or treaty benefits. Several types of W8 exist:

W-8BEN: Most common form used for individuals.

W-8BEN-E: used only if the income is effectively connected with a US trade or business

Form used for Domestic Individuals and Entities to provide the US tax information i.e., Taxpayer Identification Number (TIN).

The sequence of processes and checks that something passes through before it is approved/finalized.