Human Resource Services
Purchasing
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UF Purchasing Services
352.392.1331 | purchasing@ufl.edu | web site
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 Market for all purchasing requisitions and myUFL for receiving and vouchering. You may research requisitions in myUF Market 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
TRANSACTIONS COMPLETED IN MYUF MARKET
Shopper’s Guide to myuf Market
Requesting myUF Market Security Roles
Setting Up Your User Profile
Using ChartField String Favorites in myUF Market
Completing a Requisition in myUF Market
Using the Product/Keyword Search
Shopping Using the Punchout Web Sites
Shopping With a Form for Service
Shopping Using the Non-Catalog Item Form
Shopping Using the Supplier Showcase
Shopping Using the Second Level Punchout
Using a PCard in myUF Market
Saving and Retrieving Items from My Favorites
Assigning My Cart to a Requestor
Requisitions (only for Requestors)
Completing a Requisition in myUF Market
Completing a Requisition – Shipping, Billing and PCard
Completing a Requisition – Distribute By Amount or Quantity
Completing a Requisition – PO Business Unit and ChartFields
Completing a Requisition – Commodity Codes
Completing a Requisition – Splitting a Distribution
Completing a Requisition – Internal and External Notes
Completing a Requisition – Placing the Order
Consolidating Carts in myUF Market
Fixing Rejected Requisitions
Processing a Cart from a Shopper
Temporary Substitution for Requestors
Working with Returned Requisitions
Using the My Requisitions Page
Researching Your Orders in myUF Market
Using the Search Export to Research POs and Requisitions
Approving (only for Approvers)
Approving Requisitions in myUF Market
Approving Requisitions with Multiple Dept IDs
Temporary Substitution for Approvers
TRANSACTIONS COMPLETED IN MYUFL Receiving
Receiving Goods in 9.1
Receiving Assets in 9.1
Receiving Multiple Assets on One Purchase Order Line in 9.1
Researching Your Requisitions and Purchase Orders
Using the Purchase Order Inquiry Page in 9.1
Verifying and/or Approving PCard Transactions
Adding ChartFields to Multiple Transactions (Using the Distribution Template)
Viewing Your Description Field – How to Customize the Reconcile Statements Page
Deleting Customizatons on PCard Reconciliation Pages
Attaching Images to PCard Vouchers
Training
To register for classroom or online courses, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number and select a session that fits your schedule.
- 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. Register for classroom training or online training offered through e-learning!
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 - To receive 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 Helpful Information
- myUF Market Resources
- UF Directives and Procedures for Purchasing
- For system status information, please review the Alert Notices web page
- PCard Training for Reconcilers and Approvers (available through e-learning):
PST975 What Every PCard Holder Needs to Know
PST076 PCard For Travel
PST077 PCard for Commodities
PST978 PCard for Approvers
Contact Information
- UF Purchasing web site | myUF Market web site
- Phone (352) 392-1331
- Fax (352) 392-8837
- Email: purchasing@ufl.edu | myufmarket@ufl.edu
- Address: 102 Elmore Hall
December 5, 2007 11:27 AM
