Resource UPST Process or Department Resource Type Brief Description of Training Resource
Manually Sending a Purchase Order in BuyWays Requisition & Purchase Orders Job Aid Instructions for manually sending a Purchase Order to a supplier. This is needed when requisition is entered for a supplier that does not have electronic order information within their supplier profile in BuyWays, the requisitioner is responsible for relaying the purchase order information to the 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.
Purchase Order Terms & Conditions Requisition & Purchase Orders Policy University terms and conditions for purchase orders.
Relinking a Contract in a PO Change Request Requisition & Purchase Orders Job Aid Provides steps on how to relink a contract in an existing purchase order (PO) as part of the Change Request process in BuyWays
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.).
Reviewing and Approving a Change Request on an Existing PO in BuyWays Requisition & Purchase Orders Job Aid Describes the process of reviewing and approving a Change Request on an existing purchase order (PO) in BuyWays.
Reviewing and Approving Invoice Match Exceptions Requisition & Purchase Orders Job Aid Describes how to review and approve invoice match exceptions in BuyWays.
Reviewing and Approving Requestions in BuyWays Requisition & Purchase Orders Job Aid Describes the process for identifying requisitions that need your review and/ or approval in BuyWays. Campus level approvals must happen before UPST Procurement team can review for compliance before flipping it into a purchase order for the supplier.
Searching for Open Purchase Orders (POs) in Buyways (Query) Requisition & Purchase Orders Job Aid Details step by step process for campus stakeholders to prepare for fiscal year-end (FYE) by doing a query on all
open purchase orders (POs) to identify purchase orders that have been over-invoiced, and vouchers requiring
receipts. This job aid documents the shortcut created by UPST to aid departments in this process.
Sending an Updated PO after a Change Request to a Supplier Requisition & Purchase Orders Job Aid Demonstrates how to update an existing PO including tabs for selection to send the updated copy to the supplier in BuyWays.
Submitting a Goods Only Non-Catalog Purchase in BuyWays Requisition & Purchase Orders Job Aid Demonstrates the process of purchasing goods only through BuyWays. Guided Buying Forms were designed to drive ease of purchasing and has been structured in such a way to provide step - by-step guidance to users.
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.
Change Request - Updating a Line That Contains a Form Requisition & Purchase Orders Job Aid Demonstrates how to update line items within a guided buying form that is part of a purchase order (PO). Once in the form you can update price, quantity, description, and dates.
Updating Chartfield Information on a Line That Has Been Vouchered in BuyWays Requisition & Purchase Orders Job Aid Demonstrates how to change the chartfield information for single lines in an existing purchase order that already has a portion of its items vouchered from a supplier invoice as part of the change request process. This is usually done when the speedtype/account code is different from all other lines of the purchase order and also details when this change request cannot occur.
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.