Resource UPST Process or Department Resource Type Brief Description of Training Resource
Review and Approve a Requisition Requisition & Purchase Orders Job Aid Describes the process for reviewing and approving a requisition 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.
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. 
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.
ST-2 Form General Form A certificate of tax exemption proving that an entity is tax-exempt. This form is issued by the State of Massachusetts to the UMass System.
ST-5 Form General Form A certificate of sales tax exemption for purchases. This form is issued by the State of Massachusetts to the UMass System.
Supplier Request & Registration Reference Guide Supplier Registration & Management Reference Guide Provides quick information on requesting a supplier and what their registration process looks like.
Supplier Request & Supplier Registration Status Guide Supplier Registration & Management Reference Guide Shows the various statuses a requester sees when they submit a request and when the supplier is in the process of registering. 
Toshiba Copier Process Requisition & Purchase Orders Job Aid Describes the process of creating an order with Toshiba.
Travel Policy Travel & Expense Policy Provides systemwide uniformity for addressing safety, security, and compliance during University Travel.
Under $50K Statement of Work Template Requisition & Purchase Orders Template Template for creating a SOW for a service under $50k that will be attached to a requisition.
University Procurement Policy All Policy Procurement policy that governs all procurement operations at the University of Massachusetts.
Updating an Existing Supplier Supplier Registration & Management Job Aid Demonstrates how to update an existing supplier using the Supplier Request Form in BuyWays.
Updating Your UMass Supplier Profile Supplier Registration & Management Video Guides suppliers on updating their UMass Supplier profile in Jaggaer. 
Upload Bank Card Statement and Receipts (Job Aid) Bank Card Job Aid A job aid that demonstrates the process of uploading Bank Card statements and receipts into BuyWays.
Upload Bank Card Statement and Receipts Bank Card Video Visually demonstrates the process of uploading Bank Card statements and receipts into BuyWays.
UPST Payment Form Accounts Payable Form Used only for transactions that must be entered directly into PeopleSoft such as student reimbursements, single payment vouchers, and non-expense account transactions. Also known as the voucher form, this replaces all other campus-specific payment or disbursement forms.
W-9 Form General Form An IRS tax form that requests information for an individual defined as a U.S. citizen or a person defined as a resident alien.