Workflow
Workflow
- Purchase Requisition “PR” Workflow
- Purchase Order “PO” Workflow
- myUF Marketplace/myUFL PO Numbering
- Example of PR Taking the Shortest Route
Purchase Requisition “PR” Workflow
Workflow routing in myUF Marketplace: Department Roles Marketplace is streamlined for speed of turnaround and efficiency. It is now possible to route purchase requisitions, or “PRs” to fewer approvers. Routing is based on:
- Vendor status in myUF Marketplace: Department Roles Market
- Dollar value of PR
- Account/commodity code
Two approvers can access a shared approval folder. Routing for Financial and Commodity Approval are made at the same time.
Step 1This screen shot from myUF Marketplace: Department Roles Marketplace illustrates the longest possible path of a Purchase Requisition “PR” . Not all PRs will require all steps. This presentation will illustrate the criteria used to determine when steps are taken. |
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Step 2For a list of e-catalog (enabled) vendors in myUF Marketplace: Department Roles myUF Marketplace, see the Vendors section of this site. Click to see larger image. |
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Step 3Click to see larger image. |
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Step 4Budget validation does not pre-encumber funds. Click to see larger image. |
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Step 5For a list of contract vendors in myUF Marketplace: Department Roles Market, see the Vendors section of this site. Note: Some contract vendors do not have e-catalogs. Most e-catalog (enabled) vendors are also contract vendors. |
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Step 6Click to see larger image. |
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Purchase Order “PO” Workflow
Step 1Click to see larger image. |
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Step 2Click to see larger image. |
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Step 3Click to see larger image. |
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Step 4PO numbers in myUF Marketplace are 10 digits and will begin with the first two digits of the fiscal year, example: 09XXXXXXXX When POs are exported to myUFL, they will have the Business Unit and the myUF Marketplace number, example: 6440-09XXXXXXXX. Click to see larger image. |
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myUF Marketplace/myUFL PO Numbering
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Example of a PR Taking the Shortest Route
Click to see larger image.
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