Create a Blanket Order |
Requisition & Purchase Orders |
Job Aid |
Demonstrates the process of creating a blanket order. Blanket orders are used for services where multiple invoices of varying amounts are expected against the PO.
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Create a Catalog Order |
Requisition & Purchase Orders |
Job Aid |
Demonstrates the process of purchasing through one of BuyWays punchout catalog suppliers.
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Create a Contract Request |
Contracts |
Job Aid |
Demonstrates the process of submitting a contract request form in BuyWays. |
Create a Hosted Catalog Order |
Requisition & Purchase Orders |
Job Aid |
Demonstrates the process of purchasing through one of BuyWays hosted catalog suppliers. |
Create a New Sourcing Request |
Strategic Sourcing |
Job Aid |
Demonstrates the process of submitting a sourcing request form in BuyWays. |
Creating a Change Request |
Requisition & Purchase Orders |
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. |
Creating a Change Request |
Requisition & Purchase Orders |
Job Aid |
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.
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Creating a Cost Receipt |
Requisition & Purchase Orders |
Job Aid |
Describes 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. |
Creating a Quantity Receipt |
Requisition & Purchase Orders |
Job Aid |
Describes 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 Report in BuyWays |
All, General |
Video |
Outlines how to create a report in BuyWays by adding filters. |
Creating a Vehicle Lease Requisition |
Requisition & Purchase Orders |
Job Aid |
Describes the components required for a proper leasing order. |
Declining Bank Card - Accessing Account Information |
Bank Card |
Job Aid |
This job aid describes the procedure that should be followed to review a Declining Card’s account information. |
Determination of Independent Contractor Status Questions |
Contracts |
Template |
List of questions to be used in order to determine if a supplier is an Independent Contractor. |
Direct Payment Categories |
Accounts Payable, Requisition & Purchase Orders |
Job Aid |
A list of categories/items that can be submitted through a direct payment form. |
Direct Payment Process |
Accounts Payable, Requisition & Purchase Orders |
Job Aid |
Demonstrates how to complete a direct payment form in BuyWays. |
DocuSign NBJ Requirements and Process (Amherst) |
Contracts, Strategic Sourcing |
Policy |
Describes the process and requirements of submitting a no-bid justification (NBJ) form (UMass Amherst only).
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DocuSign NBJ Requirements and Process (General) |
Contracts, Strategic Sourcing |
Policy |
Describes the process and requirements of submitting a no-bid justification (NBJ) form (All campuses except UMass Amherst). |
Domestic Supplier Recipient Select Plus (RSP) Portal Guide |
Accounts Payable, Supplier Registration & Management |
Job Aid |
A comprehensive guide for domestic suppliers, demonstrating how to access and use the Recipient Select Plus (RSP) Portal. |
Email Approval Process |
General |
Job Aid |
Describes the steps needed to review and approve BuyWays requisition and invoice transactions through email without need to log-in to BuyWays. |
Email Approval Set-up |
General |
Job Aid |
Describes the steps needed to set-up email approval for requisitions and invoice transactions in BuyWays. |
Events over $500 (Boston Only) |
Requisition & Purchase Orders, Travel & Expense |
Form |
Concur Request is to be used by Boston campus users when conducting an event that will cost more than $500. |
Events over $500 Form (Chan Only) |
Requisition & Purchase Orders, Travel & Expense |
Form |
DocuSign form to be used by Chan campus users when conducting an event that will cost more than $500. |
Events Over $500 Form (Dartmouth Only) |
Requisition & Purchase Orders, Travel & Expense |
Form |
DocuSign form to be used by Dartmouth campus users when conducting an event that will cost more than $500. |
Exceptions to Competitive Procurement Guide |
Contracts, Requisition & Purchase Orders, Strategic Sourcing |
Reference Guide |
Outlines when a purchase agreement is not required.
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Executive Recruitment Firm User Guide |
Strategic Sourcing |
Reference Guide |
Outlines each recruitment firm and their offerings as well as some frequently asked questions. |