The University of Massachusetts Amherst

CORUM Business Managers

A Business Admin in CORUM manages payment sources (either Chartstring or Purchase Order): including the payments for orders and the authorized users on particular payment sources.

Business Admins are concerned with one tab; the My Payment Sources tab. This tab has links to the management tools for your payment sources and transactions related to those payment sources.

Adding a New Payment Source

Viewing Authorized Users for a Payment Source

  • Login to CORUM, and go to the My Payment Sources page
  • Locate the payment source you would like to view, and click on the Members link
  • Review the list of authorized users

Adding  Authorized Users

  • Login to CORUM, and go to the My Payment Sources page
  • Locate the payment source you would like to modify, and click on the Members link
  • Click the Add Access button when adding an authorized user
  • Use the search box to find the user account you would like to add, then click on the users Name
    Note: If the user is not found in CORUM, have the new user complete the New User Form  (UMass NetID required)
  • On the user account detail page, choose the "Purchaser" option from the Role dropdown, then click Create

Removing Authorized Users

  • Login to CORUM, and go to the My Payment Sources page
  • Locate the payment source you would like to modify, and click on the Members link
  • Review the list of authorized users
  • Click the "Remove Access" for any user that should no longer have access to the payment source

Transaction History
The Transaction History page allows you to view details for all transactions using your payment sources. Several filtering and search options are available to assist your management of the transactions. Use the "Export as CSV" function to view your transactions in a spreadsheet-friendly format.

Transactions in Review
You will be notified by email when transactions are available for review, after which there will be 7 days to adjust the payment sources or dispute the charges. The reviewed orders will be submitted for payment.

  • Login to CORUM, and go to My Payment Sources → My Transactions in Review
  • Review each order, click on the Order number for more detailed information
  • The Order detail page has options to change the payment source or dispute the charges
  • "Mark as Reviewed" any orders as necessary to assist your workflow, all orders not disputed will be automatically marked as reviewed after the review period has ended.

Disputing an Order in Review
To dispute an order in review:

  • Go to My Payment Sources → My Transactions in Review
  • Scroll down and locate the Order you'd like to dispute, click on the Order Detail number
  • Enter your reason for the dispute in the Dispute Order form, then click the Dispute Purchase button
  • Disputed orders will be held until the dispute has been resolved by the core staff or IALS accountants

Modifying a Payment Source for an Order in Review
To change a payment source / speedtype for a specific order that has been submitted for review:

  • Go to My Payment Sources → My Transactions in Review
  • Scroll down and locate the Order you'd like to modify, click on the Order Detail number
  • Find the original Payment Source and click on the Change link
  • Select the correct Payment Source from the dropdown list, and Save

Note: If the correct speedtype isn't available in the dropdown list, it's because the user who placed the order isn't authorized to use it. In this case, you should be able to add them to the Members list and then correct the order.