UF Human Resource Services

Human Resource Services

Purchasing

Web Simulations	Instruction Guides	Training
Security Roles	Other Helpful Information	Contact Information

UF Purchasing

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. The UF credit card is known as the PCard. Review these Frequently Asked Questions for answers to specific purchasing and payables questions. Additional FAQs are available for the PCard.

TRY IT! A feature of the myUFL Toolkits' web simulations, "Try It!" is your most powerful tool for mastering the myUFL systems. Learn more about web simulations.

Web Simulations

LAUNCH PLAYER (Not working? Click here.)
NOTE: After launching the player, you may choose from the following topics:

Creating a Simple Requisition

Creating a Requisition for an Asset

Creating a Service Requisition for a Temp Clerical

Creating a Service Requisition for Time and Material

Creating a Requisition to a UF Vendor

Using the Manage Requisitions Page

Using the PO Information Page

Receiving a Purchase Order - Assets

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Instruction Guides

Creating Requisitions

Creating a Purchasing Requisition Updated/Reviewed 27 May 2008

Creating a Purchasing Requisitions for Assets with a Single Funding Source Updated/Reviewed 4 Dec 2006

Creating a Service Requisition Updated/Reviewed 17 July 2007

Creating a Requisition for Assets with Multiple Funding Sources Updated/Reviewed 4 Dec 2006

Using Amount Only Purchase Orders for Goods Updated/Reviewed 7 Jul 2006

Paying UF Departments for Goods and Services Updated/Reviewed 12 Jul 2006

Using Item Templates Updated/Reviewed 14 Jun 2006

Paying Certain UF Departments Using Item Templates Updated/Reviewed 14 Jun 2006

Additional Tips on Creating Requisitions

Tips for Creating Multi-Line Requisitions Updated/Reviewed 24 Jul 2006

Finding Vendors Updated/Reviewed 14 May 2007

Using Speedcharts for ChartField Strings Updated/Reviewed 7 Jul 2006

Making Purchases Using Grant Funds Updated/Reviewed 18 Jul 2006

Approving Requisitions

Who Should be the Approver Updated/Reviewed 26 Sept 2006

Approving Purchasing Requisitions Updated/Reviewed 6 Aug 2007

Receiving

Receiving Items Updated/Reviewed 31 Jul 2006

Receiving Assets Updated/Reviewed 14 Mar 2007

Researching Your Requisitions and Purchase Orders

Using the Manage Requisitions Page 21 Apr 2008

How to Find a Purchase Order Number Updated/Reviewed 06 Jul 2006

Printing a Department Copy of a Purchase Order Updated/Reviewed 27 May 2008

Viewing the History of a PO Updated/Reviewed 07 Jul 2006

PCards

Reconciling PCard Transactions Updated/Reviewed 03 Dec 2007

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Classroom Training

To register for classes, 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
To learn more about Purchasing attend PST070: Introduction to Purchasing in myUFL

Designed for employees who initiate, enter, or approve requisitions. This certification workshop may also be useful for employees who will need to inquire about the status of requisitions and purchase orders.

In this hands-on session, you will:
▪ Learn the "life-cycle" of the "requisition to payment" approval process in myUFL
▪ Learn how to create, manage, and approve a requisition electronically
▪ Learn how to "receive" items or merchandise in myUFL

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Security Roles

To create a requisition for purchase, obtain the roles UF_PO_Initiator and UF_WF_PO_Initiator
To receive a purchased item, obtain the roles UF_PO_Initiator and UF_WF_PO_Initiator
To approve a requisition for purchase, obtain the roles UF_PO_DEPARTMENT_APPROVER and UF_WF_PO_DEPARTMENT_APPROVER
To view reports in Enterprise Reporting, obtain the role UF_ER_FI_PURCHASING
To use the navigation and screens in the instruction guide, "View the History of a PO," obtain the role UF_AP_Inquirer

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Other Helpful Information

UF Directives and Procedures for Purchasing
For system status information, please review the Alert Notices web page
PCard Training for Reconcilers and Approvers

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Contact Information

UF Purchasing web site
Phone (352) 392-1331
Fax (352) 392-8837
Email: purchasing@ufl.edu
Address: 102 Elmore Hall

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December 5, 2007 11:27 AM

Office of Human Resource Services

Human Resource Services

Purchasing

UF Purchasing

Web Simulations

Instruction Guides

Classroom Training

Security Roles

Other Helpful Information

Contact Information

Frequently Used Sites

General Site Information

Human Resource Services

Purchasing

UF Purchasing

Web Simulations

Instruction Guides

Classroom Training

Security Roles

Other Helpful Information

Contact Information

General Information

Financial Toolkits

HR Toolkits

Frequently Used Sites

General Site Information