Financial Business System Descriptions
PeopleSoft Financials – ERP Financial System of record.
Budgets are uploaded to PeopleSoft, Procure to Pay and Receivables transactions are loaded and posted to the General Ledger. Once posted transactions become reportable.
Used for viewing Budget balances and running financial reports: Transaction Detail, Revenue and Expense Detail and Open Encumbrance. Training is required to obtain access to run financial reports and view budget information. Training information may be found here: Training | PeopleSoft Finance | UMass Dartmouth
Interfaces to PeopleSoft Finance
Summit is a web-based tool that delivers PeopleSoft financial data quickly and easily through pre-defined tables and graphs called Dashboards. Summit users have access to financial data at both summary and detail levels. Information is secured by department.
To learn more about Summit, visit the UMass Presidents Office Summit Page.
Training is required for access and is offered monthly or upon request.
Please visit Training | PeopleSoft Finance | UMass Dartmouth for a schedule.
BuyWays is the University Procurement System. Create requisitions to purchase goods and services. Request contracts, send supplier invites. Approve requisitions and invoices. Search for procurement documents. Create Ad Hoc Reports on Requisitions, Purchase Orders, Supplier Invoices.
BuyWays training and support is provided by the Unified Purchasing Services Team (UPST) at the President's office.
For more information, please visit their website. UPST
Receipts in BuyWays
Property control enters receipts in to BuyWays for orders that require one. Assets ($5000+) and devices that store university data require tagging (computers, laptops, tablets, hard drives). Orders charged to an asset account should ship directly to Central Receiving where the asset can be tagged and the receipt entered in to BuyWays. Central Receiving will deliver the goods after tagging and receipt.
If an order that requires a receipt is shipped directly to the recipient, the PO owner or Requester should:
- Retrieve the PO, attach a scanned receipt to the PO in the comments section and state that the order should be received. Address the comment to msullivan5@umassd.edu
- Or email propertycontrol@umassd.edu. Provide the PO number, packing slip and confirm the order was received. Request that property control enter the receipt for the PO in to BuyWays.
- Equipment Account Code Reference Guide
Travel Registration - Healix Sentinel
Faculty, Staff and Students traveling on behalf of the university are required to register their overnight, out of state travel or international travel prior to their trip. Students studying abroad may also register their travel and weekend trips. Registration is used to easily notify travelers and their emergency contacts in the event of an emergency.
Travel booked via Concur will automatically be registered in Healix Sentinel. Travel booked outside of Concur should be registered by emailing your itinerary to Healix Sentinel from your university email address.
Travel and Expenses System. The solution provides pretravel authorization, online travel booking, expense report compilation and approval, and Bank Card statement and receipt reconciliation. It replaces Peoplesoft Expense, Egencia and Buyways bank card expense reporting.
For more information, visit Concur Travel and Expenses | Budget & Finance | UMass Dartmouth or Concur Resource Library: Expense Reporting | UMass Office of the President (umassp.edu)