Resource UPST Process or Department Resource Type Brief Description of Training Resource
Management of University Funds Policy General, Requisition & Purchase Orders Policy Describes procedures to establish and administer all funds as authorized by Section 11 of Chapter 75 of the Massachusetts General Laws, as amended.
Manually Sending a Purchase Order Requisition & Purchase Orders Job Aid Instructions for manually sending a Purchase Order to a supplier.
MBCL Portal Access Job Aid (UMass Chan Medical School only) Requisition & Purchase Orders Job Aid Describes how UMass Chan users can access the MBCL portal.
No-Bid Justification (NBJ) DocuSign Form Contracts, Requisition & Purchase Orders, Strategic Sourcing Form Form used when filling a No Bid Justification (NBJ) or an exception to competitive procurement.
No-Bid Justification Questions Contracts, Requisition & Purchase Orders, Strategic Sourcing Template A list of questions used when completing a no-bid justification or an exception to competitive procurement.
Non-Catalog Purchase: Goods Only Purchases Requisition & Purchase Orders Job Aid Demonstrates the process of purchasing goods only through BuyWays.
Non-Catalog Purchase: Services & Services + Goods Purchases Requisition & Purchase Orders Job Aid Demonstrates the process of purchasing services (or services and goods) through BuyWays.
Purchase Order Terms & Conditions Requisition & Purchase Orders Policy University terms and conditions for purchase orders.
Requisition to Purchase Order (Req2PO) Reference Guide Requisition & Purchase Orders Reference Guide Provides instructions on the various purchasing methods (catalog, non-catalog, blanket orders, etc.).
Review and Approve a Requisition Requisition & Purchase Orders Job Aid Describes the process for reviewing and approving a requisition in BuyWays.
Reviewing and Approving Invoice Match Exceptions Requisition & Purchase Orders Job Aid Describes how to review and approve invoice match exceptions in BuyWays.
Search a BuyWays Query Requisition & Purchase Orders Job Aid FYE (Year-End PO/Encumbrance) Search Query.
Splitting Accounting Codes Requisition & Purchase Orders Job Aid Describes process for splitting account codes in BuyWays.
Toshiba Copier Process Requisition & Purchase Orders Job Aid Describes the process of creating an order with Toshiba.
Under $50K Statement of Work Template Requisition & Purchase Orders Template Template for creating a SOW for a service under $50k that will be attached to a requisition.
WB Mason Employee Purchase Program Overview Requisition & Purchase Orders Job Aid Describes the WB Mason Employee Purchase Program and its important information.
WB Mason Employee Purchase Program Starter Guide Requisition & Purchase Orders Job Aid Details the process for utilizing the WB Mason Employee Purchase Program.
 Purchase Order Close Request Process Requisition & Purchase Orders Job Aid Demonstrates the process for closing a purchase order (PO).