Job Aids for Executive Agencies Using COMMBUYS

This Job Aid shows how to Navigate common features in COMMBUYS that can be accessed without logging in to the system. These features are available to anyone who enters the URL commbuys.com.

This Job Aid shows how to: Navigate common features in COMMBUYS that can be accessed after logging in to the system. These features are available to anyone who has been provided with a COMMBUYS user account.

This Job Aid provides instructions to assign and/or remove Proxy Users. A Proxy User may be used as an interim Approver of documents.

This Job Aid shows how to Access “ready for approval” documents, Approve, disapprove, and cancel documents routed for approval, and Add additional approvers to an approval path.

This Job Aid shows how to recover your login credentials.

This Job Aid shows how to add or make changes to COMMBUYS users, roles, and privileges.

This Job Aid shows how to create, manage, and adjust approval paths in COMMBUYS.

This Job Aid shows how to create and maintain a Document Library in COMMBUYS.

This Job Aid shows how to create and maintain departments and locations for your organization in COMMBUYS.

This Job Aid shows how to upload a custom agency or municipality logo into a Purchase Order as an Organization Administrator in COMMBUYS.

This Job Aid shows how to Assign and maintain commodity codes for purchasers in your organization.

This Job Aid shows how to Create, manage, and adjust approval paths to add a multi-organization (multiorg) approver.

This Job Aid shows how to Create a multi-organization (multiorg) approver user.

This Job Aid shows how to Add bidder notification to a bid and Generate an email notification to selected bidders in COMMBUYS.

This Job Aid explains how to Ensure that confidential vendor documents submitted with quotes do not display publicly after award.

This Job Aid shows how to clone a Bid in COMMBUYS.

This Job Aid shows how to How to score and award a bid using the bid tabulation function.

This Job Aid shows how to make changes to a Bid Solicitation in Sent status.

This Job Aid Shows How to Create a solicitation enabled bid using a release requisition, Convert the requisition to a bid and Request quotes from eligible vendors.

This Job Aid shows how to Request quote revisions from Vendors.

This Job Aid shows how to create a World Trade Organization (WTO) Notice of Intent in CLM and follow up with a Request for Response (RFR) bid solicitation.

Commonwealth of Massachusetts Executive Branch buyers learn how to request a Procurement Exception using COMMBUYS CLM.

This Job Aid provides instructions to post a Bid Solicitation advertising Grant Opportunities in COMMBUYS.

This Job Aid shows how to make changes to a Purchase Order, also known as a Change Order, in COMMBUYS.

This Job Aid shows how to cancel items ordered in COMMBUYS and remove them from the original Purchase Order (PO). The cancelation will reduce the total quantity of the item on the PO. Users may cancel an item that has been Received or not yet Received.

This Job Aid shows how to receive all items on a PO and the completed receipt with a Receipt Number assigned in an updated status of Approved for Invoice.

This Job Aid shows how to partially or completely return goods and services that have been delivered and received in COMMBUYS.

This Job Aid shows how to process a partial receipt using one (1) PO. When completed, a Receipt Number is assigned with an updated status of Approved for Invoice.

This Job Aid shows how to create a requisition and purchase order using the PunchOut G2B (Government to Business) functionality in COMMBUYS.

This Job Aid shows how to submit a request for goods and services from a Statewide Contract (SWC) or a Departmental Contract. It is for users with Basic Purchaser or Department Access privileges in COMMBUYS.

This Job Aid shows how to record a Statewide Contract purchase in COMMBUYS after the purchase has been made by creating a Request for Payment Authorization (RPA) Release Requisition. 

This Job Aid shows how to record a non-contract or incidental purchase in COMMBUYS after the purchase has been made by creating a Request for Payment Authorization (RPA) Requisition.

This Reference Guide: Provides the minimum information required to add items to a Bid Solicitation using the Export Items and Upload Items features in COMMBUYS.

This Reference Guide: Provides two different instructions on how to award a vendor a bid opportunity on COMMBUYS.

This Reference Guide: Provides instruction on how to award a bid to a Vendor when they submitted their quote by means other than the COMMBUYS Quote Portal.

This Reference Guide: Describes the process for creating a requisition and purchase order using the Punchout (G2B) functionality in COMMBUYS. (G2B – Government to Business)

This Reference Guide: Provides the minimum information required to create an RPA Release requisition. If you require more detail refer to the job aid “How to Record a Contract Purchase Previously Made”.

This Reference Guide: Provides the minimum information required to post a bid on COMMBUYS to receive quotes against vendors on a Statewide Contact (SWC).

RPA requisitions are used in situations where the normal procurement process is impractical due to impending need (emergency purchases) and for one-time incidental purchases up to $10,000.