The UPST offers several training courses to campus stakeholders to drive process, technology adoption, and compliance. We encourage you to review all the information on this page to ensure that you select the training that meets your need.
For your training needs, please contact us and we will work to make sure you get the training you require.
BuyWays & PeopleSoft Access
Visit the Accessing BuyWays and PeopleSoft page to learn more about the available roles and how to get access to BuyWays and PeopleSoft.
Weekly Office Hours
UPST holds weekly office hours where you can get all your procurement-related questions answered!
Representatives from various teams (Accounts Payable, Bank Card, Contracts, Requisitions & Purchase Orders, Supplier Relationship Management, and Travel & Expense) will be available to speak with you.
Please ensure you register & share with your colleagues!
Office Hour Registration - Select one or more sessions to attend.
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Coffee with UPST
Get Ready for Fiscal Year-End!
As FY24 draws to a close, we want to ensure that you are equipped for a seamless transition into FY25. Join us for our upcoming Coffee with UPST sessions, designed to empower you for the fiscal year end.
Mark your calendars for Thursday, May 16th from 2 pm – 3 pm or Wednesday, June 12th from 1 pm – 2 pm as we share tips to help you start the process of getting ready for the end of the fiscal year.
May and June’s Coffee with UPST will focus on:
- Tools for cleaning up your department Purchase Orders (POs)
- How to use the queries set up in BuyWays and how to create your own
- Valuable tips and reminders for your supplier requests
- UPST-specific year-end transaction dates
Register for the May Coffee with UPST!
Register for the June Coffee with UPST!
Training Sessions
Learn how to create, edit, submit and approve travel expense reports in PeopleSoft.
Learn how to upload your bank card statement in BuyWays and reallocate bank card transactions in PeopleSoft.
For NEW BuyWays users to learn how to set up their defaults, and create and submit requisitions (catalog and non-catalog orders).
This training is required to gain access to BuyWays. Please select the "How can I get access to BuyWays?" accordion to find your campus-specific actions.
Learn how to approve a requisition, change request, voucher/invoice, bank card statement, contract request, and contracts within BuyWays.
Learn how to use BuyWays to submit a Supplier Request Form to add/update suppliers.
Learn the automated process in BuyWays of entering a change order request directly into a current purchase order, enter direct payments and blanket orders.
Learn how to submit a contract request within BuyWays, what information you need to have, and what documents you need to upload for a seamless contract request process.
Concur
Has your campus/department been enrolled in Concur? Looking for training?
Please visit the Concur Rollout site for Expense, Travel, and Approver training.
Quartzy
Quartzy, a lab supply management platform, launched its punchout catalog in BuyWays on Monday, March 4th. For more information, please use one of the following resources: