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  • UF Procurement Services

    352.392.1331 | procurement@ufl.edu | website

    This information is designed for use by departmental staff and administrators who purchase equipment, materials and services used for university business, as well as faculty and staff who will reconcile UF credit card purchases in myUFL.

    Use myUF Marketplace for all purchasing requisitions and invoicing. You may research requisitions in myUF Marketplace and research purchase orders in both systems. The UF credit card is known as the PCard. Review these Frequently Asked Questions for answers to specific questions.


    Web Simulations and Instruction Guides

    All myUF Marketplace instruction guides on shopping, requisitions, change orders and purchase orders have been moved to the myUF Marketplace Toolkit.

    PCards

    Reconciling and/or Approving PCard Transactions PDF

    Adding ChartFields to Multiple Transactions (Using the Distribution Template) PDF

    How to Personalize the Reconcile Statement Page PDF

    Deleting Personalizations on PCard Reconciliation Pages PDF

    Attaching Documentation to PCard Transactions Via OnBase PDF

    Retrieving PCard Documentation Via OnBase PDF

    Finding PCard TXN Numbers 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 green Start button.

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


    • Take PRO305: Purchasing 101 for policy and important information on contracts.
    • Take PST073: Intro to Purchasing in myUF Market
      Please note that this hands-on class is designed for those employees designated Requestors. (Those designated Approvers and Shoppers will receive training using web-based tools and instruction guides.) DSAs can request security for Requestors within a day or two after they have attended training.
    • Take PST083: myUF Marketplace to gain access to the security roles UF_N_MKT_FINANCIAL_APPROVER & UF_N_MKT_REQUESTOR.
    • Take ADV006: Fund Administrator Training to gain access to the security role UF_N_MKT_REQUESTOR.

    Training Specifically for PCards

    If you are applying for a PCard for Commodities, you must complete the following training courses:

    • PST975 What Every PCard Holder Needs to Know
    • PST077 PCard for Commodities

    If you are applying for a PCard for Travel and Commodities, you must complete the following training courses:

    • PST975 What Every PCard Holder Needs to Know
    • PST076 PCard for Travel
    • PST077 PCard for Commodities

    If you are a PCard Verifier/Approver/Reconciler, you must take the following training courses:

    • PST975 What Every PCard Holder Needs to Know
    • PST076 PCard for Travel
    • PST077 PCard for Commodities
    • PST978 PCard for Verifiers/Approvers

    Current PCard holders and PCard verifiers/approvers/reconcilers must take PCard refresher training every two years from the date training was initially completed.

    For current PCard holders, there are two options that will fulfill the two-year training requirement:
    Option 1

    • PST974 PCard Refresher for Cardholders

    Option 2

    • PST975 What Every PCard Holder Needs to Know AND
    • PST076 PCard for Travel AND
    • PST077 PCard for Commodities

    For current PCard verifiers/approvers/reconcilers, there are two options that will fulfill the two-year training requirement:
    Option 1

    • PST978 PCard for Verifiers/Approvers AND
    • PST974 PCard Refresher for Cardholders

    Option 2

    • PST978 PCard for Verifiers/Approvers AND
    • PST975 What Every PCard Holder Needs to Know AND
    • PST076 PCard for Travel AND
    • PST077 PCard for Commodities

    Security Roles

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

    myUF Marketplace

    • Shopper
      UF_N_MKT_Shopper
      UF_N_MKT_Shopper_Req (non-permanent staff and faculty)
    • Requestor
      UF_N_MKT_Requestor
    • Approver
      UF_N_MKT_Financial Approver

    myUFL

    • UF_PO_RECEIVER – Review Purchase Orders in myUFL

    PCard

    • UF_PO_PCARD_HOLDER – This is an end user role granting access to the Pcard module to:
      * View Pcard statements
    • UF_PO_PCARD_RECONCILER – This is an end user role granting access to the Pcard module to:
      * Reconcile Pcard statement
      * Update speedcharts
      * Load procurement card activity reports.
      * Reconcile activity and statements
      * Identify processing errors
      * Assist in resolution of differences between provider and book balances
      * Monitor employee reimbursement. Set default accounting codes
      * Apply UF spending limitations/restriction
      * Review ChartField combination charged
      * Override budget checking
    • UF_PO_PCARD_APPROVER – This is an end user role granting access to the Pcard module to:
      * Reconcile Pcard statements
      * Update speedcharts
      * Confirm receipt of goods/services that promote University business.
      * Approve payment
      * Review and approve transactions to ensure appropriateness of the purchasing activity and timely processing of charges and/or credits.

     Other Resources

     Contact Information

    UF Procurement website | myUF Marketplace website
    Phone (352) 392-1331
    Fax (352) 392-8837
    Email: procurement@ufl.edu
    Address: 102 Elmore Hall