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myUF Marketplace

UF Disbursements

352.392.1241 | disbursements@ufl.edu | website

 The myUF Marketplace provides a user-friendly, streamlined way for departments to purchase and pay for goods and services. The Marketplace is a combination of myUF Market and myUF Payment Solutions. The adoption of the Marketplace represents UF’s ongoing commitment to initiatives that strategically reduce costs without sacrificing quality.


Web Simulations and Instruction Guides

TRANSACTIONS COMPLETED IN MYUF MARKETPLACE

GETTING STARTED

Getting Started Guide to myUF Marketplace PDF

Requesting myUF Marketplace Security Roles PDF

Setting Up Your User Profile PDF

Using ChartField String Favorites in myUF Marketplace PDF

SEARCH

Searching for Change Orders in myUF Marketplace PDF

Searching for Purchase Orders in myUF Marketplace PDF

Saving Exporting and Scheduling a Search myUF Marketplace PDF

Searching for Requisitions in myUF Marketplace PDF

SHOPPING

Completing a Requisition in myUF Marketplace PDF

Using the Product/Keyword Search PDF

Shopping Using the Punchout Websites PDF

Shopping With a Form for Service PDF

Shopping Using the Non-Catalog Item Form PDF

Shopping Using the Supplier Showcase PDF

Saving and Retrieving Items from My Favorites PDF

Assigning My Cart to a Requestor PDF

Using a Contract in myUF Marketplace PDF

Browsing Contracts in myUF Marketplace from the Contracts Menu PDF

Selecting a Contract Within a Cart in myUF Marketplace PDF

Changing Contracts within a Requisition PDF

Using the View Carts in myUF Marketplace PDF

Lease Space and Rentals in myUF Marketplace PDF

REQUISITIONS (ONLY FOR REQUESTORS)

Completing a Requisition in myUF Marketplace PDF

Completing a Requisition – Commodity Codes PDF

Completing a Requisition – Splitting a Distribution PDF

Consolidating Carts in myUF Marketplace PDF

Fixing Rejected Requisitions PDF

Processing a Cart from a Shopper PDF

Temporary Substitution for Requestors PDF

Using Dashboards in myUF Marketplace for Requestors PDF

Using My Favorites in myUF Marketplace PDF

Creating Requisitions to Specialty Underwriters PDF

Using the Agreement Intake Form in myUF Marketplace PDF

Using the View Carts in myUF Marketpalce PDF

Accounts Payable Invoicing

Creating an Invoice from a Purchase Order PDF

Creating a Non-Purchase Order Invoice PDF

Adding a Non-PO Line PDF

Adding Asset Information to an Invoice PDF

Viewing Draft Invoices PDF

Creating a Credit Memo PDF

Creating a Recurring Invoice PDF

Match Exceptions PDF

Working an Invoice for Department Level 1 Approvers PDF

CHANGE ORDERS

Increasing and Decreasing a PO Using the Change Request in myUF Marketplace PDF

Cancelling or Adding a Line Using the Change Request in myUF Marketplace PDF

Changing ChartFields Using a Change Request in myUF Marketplace PDF

Troubleshooting and Locating Your Change Requests in myUF Marketplace PDF

Closing a Purchase Order and Releasing Encumbrances PDF

Approving Change Orders for Financial Approvers in myUF Market PDF

TRACKING ORDERS AND APPROVALS

Using the My Requisitions Page PDF

RESEARCHING YOUR ORDERS IN MYUF MARKETPLACE

Using the Search Export to Research POs and Requisitions PDF

APPROVING (ONLY FOR APPROVERS)

Approving Requisitions in myUF Marketplae PDF

Approving Requisitions with Multiple Dept IDs PDF

Temporary Substitution for Approvers PDF

Moving Attachments between Notes PDF

Approving a Change Request in myUF Marketplace PDF

Using Dashboard in myUF Marketplace for Approvers PDF

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, you can search for courses using the Activity Search field in the upper left hand corner. Just type the course name, course ID or a keyword and then click Search.

After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the blue Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining

PST083 myUF Marketplace

Register in myTraining

This online course provides information about the myUF Marketplace system. The myUF Marketplace will provide a user-friendly, streamlined way for departments to purchase and pay for goods and services. The Marketplace is a combination of myUF Market and myUF Payment Solutions. The adoption of the Marketplace represents UF’s ongoing commitment to initiatives that strategically reduce costs without sacrificing quality.
Security roles associated with PST083: UF_N_MKT_FINANCIAL_APPROVER & UF_N_MKT_REQUESTOR.

ADV006 Fund Administrator Training

Register in myTraining

Essential online training outlining the policies and procedures for Fund Administrators across the University of Florida.

Security roles associated with ADV006: UF_N_MKT_FINANCIAL_APPROVER & UF_N_MKT_REQUESTOR.

UF_N_UFF_FAS is NOT required for approving invoices in myUF Marketplace.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

  1. Required role(s) for all users
    • UF_SY_BUSUNIT_UFLOR: This is a core and end user role granting access to business units defined in PeopleSoft for the University of Florida (UFLOR)
  2. Which myUF Marketplace role do I need?
  • Shopper – Shop for items and send cart orders to Requestors
    UF_N_MKT_SHOPPER (Default role given to all permanent faculty and staff)
    UF_N_MKT_Shopper_Req (non-permanent staff and faculty)
  • Requestor – Shop for items and place Cart orders. Approve department invoices
    UF_N_MKT_REQUESTOR
    UF_N_MKT_FACILITY_REQUESTOR
  • Financial Approver – Approve requisitions and second level of approval for department invoices
    UF_N_MKT_FINANCIAL_APPROVER

 Other Resources

Finance and Accounting: myUF Marketplace Website

Procurement Toolkit

 Contact Information

myUF Marketplace Help Desk
Email:  myUFMarketplace@ufl.edu
Phone:  (352) 392-1335

UF Disbursements website
Phone (352) 392-1241
Fax (352) 392-0081
E-mail: disbursements@ufl.edu
Address: 114 Elmore Hall