Resource UPST Process or Department Resource Type Brief Description of Training Resource
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).
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.
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.
Foreign Supplier Recipient Select Plus (RSP) Portal Guide Accounts Payable, Supplier Registration & Management Job Aid A comprehensive guide showing foreign suppliers how to access and navigate the Recipient Select Plus (RSP) Portal.
Forwarding a Bank Card Application to Different Approver Bank Card Job Aid Outlines how to forward a bank card application approval from a cardholder's supervisor/manager to the appropriate budget authority.
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.
High-Level Contract Workflow Contracts Job Aid A visual guide that provides a quick overview to help you understand the sequential flow and major milestones in the contracting process at UMass.
How to View Card Limit Bank Card Job Aid Demonstrates how to check your bank card spending limit.
How to View Your US Bank Statement Bank Card Job Aid Describes how to view bank e-statements through the US Bank Access Online System.
How to Signup for Account Alerts Bank Card Job Aid Describes how to sign up for US Bank account alerts.