Resource UPST Process or Department Resource Type Brief Description of Training Resource
Create a Contract Request Contracts Job Aid Demonstrates the process of submitting a contract request form in BuyWays.
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.
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 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.
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.
Deleting an Expense Report in PeopleSoft Travel & Expense Job Aid Demonstrates the process of deleting an expense report that is pending or has not been approved in PeopleSoft.
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 submit 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).
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).
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.
Entering a Travel Authorization Travel & Expense Job Aid Provides instructions on how to complete a Travel Authorization in PeopleSoft.
Entering an Expense Report in PeopleSoft Travel & Expense Job Aid Provides instructions on how to complete an Expense Report in PeopleSoft.
Exceptions to Competitive Procurement Guide Contracts, Requisition & Purchase Orders, Strategic Sourcing Reference Guide Outlines when a purchase agreement is not required.
Executive Recruitment Firm User Guide Strategic Sourcing Reference Guide Outlines each recruitment firm and their offerings as well as some frequently asked questions.
Exporting and Saving a Report in BuyWays All, General Video Outlines how to export and save a report search in BuyWays to easily find at a later date.
Finding Bank Card Statements Bank Card Job Aid Guide for how to locate previous Bank Card statements in BuyWays.
Fisher’s Quote-to-Cart Process Requisition & Purchase Orders Job Aid Demonstrates the process to receive an eQuote from Fisher Scientific.
Foreign Sourced Supplier Form  Strategic Sourcing, Supplier Registration & Management Form Submit a request to add/update a foreign supplier where services provided for UMass are conducted abroad and not subject to U.S. tax withholding and reporting.
Grant and Non-sponsored Request Form Requisition & Purchase Orders, Supplier Registration & Management Form Form for any request/inquiry regarding grant sponsors, UMPO grants management, and non-sponsored customers.