Resource UPST Process or Department Resource Type Brief Description of Training Resource
Direct Payment Categories Accounts Payable, Requisition & Purchase Orders Job Aid A list of categories/items that can be submitted through a direct payment form.
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.
Entering Chartfield Information on a Line Item in a Purchase Order (PO) Change… Requisition & Purchase Orders Job Aid Demonstrates how to change the chartfield information for single lines in an existing purchase order 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.
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 and Managing Your Submitting Cases in Case Management Self-Services General Job Aid Describes how to locate and manage your support requests sent to A&FSupport@umassp.edu (Admin & Finance Support Services Team) for your UPST, T&E and other A&F department's needs. Your case is managed through the Salesforce Case-Management Self-Service system. Included are detailed instructions on how to use the Case Management Self-Service and what can be achieved by using the self-service functionality.
Finding Bank Card Statements in BuyWays Bank Card Job Aid Guide for how to locate previous Bank Card statements in BuyWays. It details different strategies including search by External Req number (#), bank statement by amount, and. or searching by bank statement by cardholder name.
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.
Form UM W-9 Supplier Registration & Management Form For suppliers, Form UMW-9 University of Massachusetts Substitute W-9 Form (Rev. January 2020) is a Request for Taxpayer Identification Number and Certification
Forwarding a Bank Card Application to Different Approver in DocuSign Bank Card Job Aid Outlines the process for departments who require a budget authority to sign off of on bank card applications instead of the cardholder’s listed supervisor. The job aid shows the supervisor the steps they need to follow in DocuSign to assign to someone else.
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 Access and Navigate Recipient Select Plus (RSP) Portal as a Foreign Supp… Accounts Payable, Supplier Registration & Management Job Aid Provides a comprehensive guide for foreign suppliers how to access and navigate the Recipient Select Plus (RSP) Portal. The process starts with an email invitation from UMass to register at the RSP portal and in-depth step by step instructions with images on how to navigate the payment portal.
How to Close a Purchase Order in BuyWays Requisition & Purchase Orders Job Aid Demonstrates the process for closing a purchase order (PO). Note that the need to close a purchase order should be infrequent, as purchase orders will close automatically once they become fully liquidated.
How to Participant in a UMass Bid Event as a Supplier in BuyWays Sourcing Direc… Strategic Sourcing, Supplier Registration & Management Reference Guide Provides step-by-step instructions to suppliers who want to participate in a UMass-UPST bid event. The instructions cover steps for RFx events suppliers will need to perform to be able to respond to an event that they have been invited to participate in by leveraging the BuyWays Sourcing Director module.
How to Split Account Codes in BuyWays Requisition & Purchase Orders Job Aid Describes process for splitting account codes in BuyWays. This job aid details the step-by-step process for splitting account code in BuyWays with instructions on how to avoid errors including the need not to edit the header information information in the “Accounting Codes” section of your requisition.
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.
Information Technology Acquisition Policy Contracts, Strategic Sourcing Policy Outlines the process of the lease, purchase and implementation of IT-related hardware and software.
Invoice Processing Reference Guide Accounts Payable Reference Guide Provides various situations and information regarding invoice processing.
IT Risk Questionnaire (All Campuses except UMass Chan) Contracts Template A complete list of the IT risk questions found in the contract request form. This document applies to all campuses except UMass Chan.