Welcome to BuyWays Support!

What is your role?

Your goal is to:

Use These Learning Materials
(BuyWays FAQs)

1. Screencast/Visual Aid

2. Job Aides

3.Interactive     Tutorials (Disable popups then
run this Demo.)

Experienced BuyWays user,
new to the Phoenix interface

The Phoenix interface upgrade delivers improved navigation, but does not change your role, BuyWays functionality, or existing procurement processes.

· Familiarize yourself with the new Phoenix interface, including the layout and navigation using icons.

BuyWays Fundamentals

Phoenix Navigation 101

Changing the View – Classic/Phoenix

Navigation Job Aid

Change the Profile View Classic/Phoenix

Navigating the BuyWays Phoenix Interface

Create Your Favorites Folder

A new Shopper

As a Shopper you can:

· Create new carts or open draft carts

· Select vendor, items, and quantity

· Fill in order information, i.e. account codes and speed types

· Assign the cart to a Requisitioner for review

While there is no instructor-led training for Shoppers, get started right: Purchasing highly recommends that BEFORE you go shopping.

1. Watch the intro videos

2. Set up your user profile (check with your management for “code favorites”)

3. Run simulation tutorials

· Understand the basic workflow for purchasing goods and services at UMass Chan.

BuyWays Fundamentals

NA

NA

· Familiarize yourself with the interface.

Phoenix Navigation 101

Navigation Job Aid

Navigate Using the Phoenix Interface

· Maximize your accuracy and efficiency in BuyWays.

NA

User Profile Set Up

Set Up Your User Profile

Create Your Favorites Folder

· Shop

NA

Create and Assign a Catalog Order

Create and Assign a Non-Catalog Order

Assign Your Cart to A Different Requisitioner

Copy a Cart

Create a Blanket Order

Enter a Split Distribution

Shopping Overview

Create and Assign a Catalog Order

Create and a Non-Catalog Order

Copy a Cart

Create a Blanket Order

Enter a Split Distribution

A new Requisitioner

You are the BuyWays lynch-pin.
As a Requisitioner you can:

· Shop

· Review orders (carts) assigned to you

· Return a cart for correction, make a correction, send some orders directly to a vendor, or send some orders into workflow for further review

· Gain competency shopping and reviewing orders in BuyWays.

· Focus on practical/tactical correctness for order information like; vendors, character and quantity of items, account codes, speedtypes, blanket orders, split distributions, and general budget considerations.

· Attend instructor-led BuyWays training, via this registration link.

· Send scheduling questions to LandD@umassmed.edu

· You may review shopping tasks, via Shopper resources (above).

.You may review the instructor led presentation, BuyWays Requisitioner

· Maintain ongoing competency for Requisitioner tasks.

NA

Act on an Assigned Cart

Search for Your Purchase Order

Create a Requisition for a Computer Order

Create a Contract for Services – Greater than $10K

Add Contract Information to Requisition Lines

Act on an Assigned Cart

Search for Your Purchase Order

Create a Requisition for a Computer Order

Create a Contract for Service – Greater than $10K

A new Approver

You will be included in workflow based on an order’s cost or character.
As an Approver you can:

· Review orders assigned to you, including doing a strategic review

· Return an order for correction, make a correction, send some orders directly to a vendor, or send some orders into workflow for further review

· Gain competency approving orders in BuyWays, focus on strategic alignment between expenditures and operational goals.

BuyWays Fundamentals

Phoenix Navigation 101

Workflow

Navigation Job Aid

Approver Basics

NA

A new Receiver

If your group orders computers or equipment then BuyWays will notify you via email to receive it.

· Gain competency documenting the receipt of computers and equipment.

BuyWays Fundamentals

Phoenix Navigation 101

Navigation Job Aid

Receipts - Entering

Enter Receipts