Procurement
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- Paying Suppliers (for DSOs)
- Procurement
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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.
Video Tour
Take a quick video tour of myUF Market to learn menu navigation and how to set up and use key features.
You may notice the navigation in myUFL is different than what is shown in these training resources. Rest assured, these changes are primarily look and feel differences. All policies and procedures discussed in these materials are accurate and up to date. Training materials will be updated to reflect the new look and menu of myUFL.
Web Simulations and Instruction Guides
Transactions Completed in myUF Market
Getting Started
Getting Started Guide to myUF Market PDF
Requesting myUF Market Security Roles PDF
Setting Up Your User Profile PDF
Using ChartField String Favorites in myUF Market PDF
Shopping
Completing a Requisition in myUF Market 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 Market PDF
Browsing Contracts in myUF Market from the Contracts Menu PDF
Selecting a Contract Within a Cart in myUF Market PDF
Changing Contracts within a Requisition PDF
Using the View Carts in myUF Market PDF
Lease Space and Rentals in myUF Market PDF
Requisitions (only for Requestors)
Completing a Requisition in myUF Market PDF
Completing a Requisition – Commodity Codes PDF
Completing a Requisition – Splitting a Distribution PDF
Consolidating Carts in myUF Market PDF
Fixing Rejected Requisitions PDF
Processing a Cart from a Shopper PDF
Temporary Substitution for Requestors PDF
Using Dashboards in myUF Market for Requestors PDF
Using My Favorites in myUF Market PDF
Creating Requisitions to Specialty Underwriters PDF
Using the Agreement Intake Form in myUF Market PDF
Using the View Carts in myUF Market 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 Market
Using the Search Export to Research POs and Requisitions PDF
Approving (only for Approvers)
Approving Requisitions in myUF Market PDF
Approving Requisitions with Multiple Dept IDs PDF
Temporary Substitution for Approvers PDF
Moving Attachments between Notes PDF
Approving a Change Request in myUF Market PDF
Using Dashboard in myUF Market for Approvers PDF
TRANSACTIONS COMPLETED IN MYUFL
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 Market
- 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
- myUF Market Resources
- UF Directives and Procedures for Procurement
- For system status information, please review the Alert Notices webpage
- PCard Training for Reconcilers and Approvers:
PST975 What Every PCard Holder Needs to Know
PST076 PCard For Travel
PST077 PCard for Commodities
PST978 PCard for Approvers
Contact Information
UF Procurement website | myUF Market website
Phone (352) 392-1331
Fax (352) 392-8837
Email: procurement@ufl.edu | myufmarket@ufl.edu
Address: 102 Elmore Hall