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 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.

myufmarketVideo Tour

Take this quick video tour of myUF Market to learn menu navigation and how to set up and use key features! quick video tour!


Web Simulations and Instruction Guides

Transactions Completed in myUF Market

Getting Started

Getting Started Guide to myUF Market PDF
Shopper’s Guide to myuf Market Simulation PDF
Requesting myUF Market Security Roles PDF
Setting Up Your User Profile Simulation PDF
Using ChartField String Favorites in myUF Market Simulation PDF

Shopping

Completing a Requisition in myUF Market PDF
Using the Product/Keyword Search Simulation PDF
Shopping Using the Punchout Websites Simulation PDF
Shopping With a Form for Service Simulation PDF
Shopping Using the Non-Catalog Item Form Simulation PDF
Shopping Using the Supplier Showcase PDF
Using a PCard in myUF Market PDF
Saving and Retrieving Items from My Favorites Simulations PDF
Assigning My Cart to a Requestor Simulation 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

Requisitions (only for Requestors)

Completing a Requisition in myUF Market Simulation PDF
Completing a Requisition – Commodity Codes PDF
Completing a Requisition – Splitting a Distribution Simulation PDF
Consolidating Carts in myUF Market Simulation PDF
Fixing Rejected Requisitions Simulation PDF
Processing a Cart from a Shopper Simulation 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

Submitting a Change Request in myUF Market PDF

Tracking Orders and Approvals

Using the My Requisitions Page Simulation PDF

Researching Your Orders in myUF Market

Using the Search Export to Research POs and Requisitions Simulation PDF

Approving (only for Approvers)

Approving Requisitions in myUF Market Simulation 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

Verifying and/or Approving PCard Transactions Simulation PDF
Adding ChartFields to Multiple Transactions (Using the Distribution Template) Simulation PDF
How to Personalize the Reconcile Statement Page Simulation PDF
Deleting Personalizations on PCard Reconciliation Pages PDF
Attaching Images to PCard Transactions 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.

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

 Contact Information

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