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 |
Video |
Demonstrates how to onboard a new domestic individual 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 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.
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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. |
Sample SupplyLogic (SLWM) Quote |
Requisition & Purchase Orders |
Template |
Sample SupplyLogic purchase quote. |
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. |
Sourcing Request Form |
Strategic Sourcing |
Job Aid |
Outlines the steps to complete the Sourcing Request form. |
Sourcing Request Form |
Strategic Sourcing |
Form |
Submit a sourcing request to the Strategic Sourcing team.
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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. |