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.
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.
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.
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.
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.