Resource UPST Process or Department Resource Type Brief Description of Training Resource
Purchase Order Terms & Conditions Requisition & Purchase Orders Policy University terms and conditions for purchase orders.
Recipient Select Plus (RSP) FAQ Sheet Accounts Payable, Supplier Registration & Management Reference Guide Frequently asked questions related to the Recipient Select Plus (RSP) program.
Registering as a Domestic Entity Supplier with UMass Supplier Registration & Management Video Guides domestic entity suppliers through the registration process on the UMass Supplier Portal. From accepting the invitation email to certifying and submitting their information, the video covers the entire journey.
Registering as a Domestic Individual Supplier with UMass Supplier Registration & Management Video Guides domestic individual suppliers through the registration process on the UMass Supplier Portal. From accepting the invitation email to certifying and submitting their information, the video covers the entire journey.
Requesting a New Domestic Entity Supplier Supplier Registration & Management Job Aid Demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays.
Requesting a New Domestic Entity Supplier Supplier Registration & Management Video Demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays.
Requesting a New Domestic Individual Supplier Supplier Registration & Management Job Aid Demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays.
Requesting a New Domestic Individual Supplier Supplier Registration & Management Video Demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays.
Requesting a New Foreign Entity or Individual Supplier Supplier Registration & Management Video Demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays.
Requesting a New Foreign Entity or Individual Supplier Supplier Registration & Management Job Aid Demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays.
Requisition to Purchase Order (Req2PO) Reference Guide Requisition & Purchase Orders Reference Guide Provides instructions on the various purchasing methods (catalog, non-catalog, blanket orders, etc.).
Review and Approve a Requisition Requisition & Purchase Orders Job Aid Describes the process for reviewing and approving a requisition in BuyWays.
Review and Approve Change Order/Request Requisition & Purchase Orders Job Aid Demonstrates how to approve a change order/request in BuyWays.
Reviewing and Approving Invoice Match Exceptions Requisition & Purchase Orders Job Aid Describes how to review and approve invoice match exceptions in BuyWays.
RFX Scope of Service Template Strategic Sourcing, Supplier Registration & Management Template Sample scope of services template for a RFX.
RFX Specifications Sheet Strategic Sourcing, Supplier Registration & Management Template Sample of an RFx Item Specification sheet.
Risk Questionnaire (All Campuses except UMass Chan) Contracts Template A complete list of the risk questions found in the contract request form. This document applies to all campuses except UMass Chan.
Risk Questionnaire (UMass Chan Only) Contracts Template A complete list of risk questions found in the contract request form. This document only applies to UMass Chan.
Scheduling a Report in BuyWays All, General Video Outlines how to create an automatic report in BuyWays at different frequencies (daily, weekly, monthly).
Search a BuyWays Query Requisition & Purchase Orders Job Aid FYE (Year-End PO/Encumbrance) Search Query.
Search for a Supplier Supplier Registration & Management Job Aid Demonstrates how to search for a supplier by name and number in BuyWays. 
Set Up User Profile General Job Aid Demonstrates the most effective way to set up your BuyWays user profile before you start creating requisitions.
Sourcing Director Guide Strategic Sourcing Video Details the steps RFx event suppliers will need to perform to respond to an event that they have been invited to.
Sourcing Director User Guide for Suppliers Strategic Sourcing, Supplier Registration & Management Reference Guide Details the steps RFx event suppliers will need to perform to respond to an event that they have been invited to.
Splitting Accounting Codes Requisition & Purchase Orders Job Aid Describes process for splitting account codes in BuyWays.