mfmp u advanced requisitioning - dms field in the accounting ... use the certified forward indicator...

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  • MyFloridaMarketPlaceAdvanced Requisitioning

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee

    Vendor Searches

    Secure Reports

    Resources

  • Prerequisite Review

    Prerequisite: Requisitioning 101 Training

    The MyFloridaMarketPlace (MFMP) procure-to-pay process

    Creating requisitions, invoices and receipts

    Identifying the difference between purchasing from a MFMP catalog and creating a non-catalog item

    Identifying the difference between receiving a commodity and approving a service

    How to access the Vendor Performance Tracking (VPT) surveys

    Do you have any questions?

    *

    http://www.dms.myflorida.com/mfmp/university/catalog

  • Upon completion of this training, you will be able to:

    Create a blanket purchase order (BPO)

    Discuss and complete advanced requisitioning fields (e.g., Advanced Payments and Certified Forward Indicator)

    Describe standard MFMP approval flows

    Initiate a change order (CO)

    Identify various FLAIR errors

    Create a negative receipt

    Search for vendors in the Vendor Information Portal (VIP)

    Key Learning Objectives

    *

  • Procure-to-Pay

    *

    All transactions in MFMP Buyer are tied together, to easily locate each item in the MFMP procure-to-pay process.

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee

    Vendor Searches

    Secure Reports

    Resources

  • What is a blanket purchase order?

    A blanket purchase order (BPO) is a purchase order (PO) that a customer places with the vendor to allow multiple delivery dates over an explicit period of time. Blanket purchase orders are often negotiated to take advantage of predetermined pricing.

    Agency customers should create BPOs in accordance to Memorandum No. 3 (2008-09).

    Blanket Purchase Orders

    *

    http://dms.myflorida.com/business_operations/state_purchasing/documents_forms_references_resources/purchasing_memos_rules_and_statutes/state_purchasing_numbered_memoranda/2008_2009

  • Things to know:

    Blanket purchase orders are generally used when:

    The goods and/or services are recurring The order involves variable dollar

    amounts and/or quantities The goods and/or services on the order

    may change over a period The maximum order amount may need

    to be adjusted over a period

    Must include a Scope of Work document and a quantifiable, measurable and verifiable unit of deliverables

    Should not exceed the Category Two threshold ($35,000)

    MyFloridaMarketPlace recommends using MFMP contracts for BPOs

    Blanket Purchase Orders

    *

  • Blanket Purchase Orders Process

    *

    Customer creates a contract request (CR) for

    $30,000

    The CR gets reviewed/approved by

    the necessary approvers

    Requester creates a release from the contract, and it is

    approved and sent to vendor through MFMP

    Vendor delivers/performs the

    request and submits an invoice for

    $3,500

    Agency receives/approves the purchase and pays the

    invoice

    MFMP contract has a remaining balance of

    $26,500

    Repeat invoicing, receiving/approving and payments until contract/BPO is $0

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee

    Vendor Searches

    Secure Reports

    Resources

  • Advanced Requisitioning Fields

    *

    Delay Purchase Until

  • What is Delay Purchase Until?

    Delay Purchase Until is a requisition field that allows customers to delay the delivery of a PO. If a date is entered, MFMP will hold the approved requisition and deliver it to the vendor on the selected date. If the requisition is encumbered, MFMP will send the transaction to FLAIR on the selected date. Delayed POs are typically used in preparation for upcoming fiscal years and should be used in conjunction with the Fiscal Year field.

    Delay Purchase Until

    *

  • Advanced Requisitioning Fields

    *

    P Card Order

  • Things to know:

    Most catalog vendors require the P Card number to be included in a requisition that is marked as P Card on the Summary page

    The P Card Number is entered on the Accounting Details page and can only be viewed by the Requester/On Behalf Of (OBO) and vendor

    The P Card expiration date is entered in the P Card Exp Date field

    P Card

    *

  • Advanced Requisitioning Fields

    *

    Do Not Send Purchase Order to Vendor?

  • Things to know:

    Prevents MFMP from sending the approved order to the vendor

    Requires the PO Not Sent group

    Agency customers should only check this field if there is a business need to prevent the vendor from receiving the purchase order (e.g., a change order with updated accounting only)

    Do Not Send Purchase Order to Vendor

    *

  • Advanced Requisitioning Fields

    *

    Click Edit to view the Accounting By Line Item fields.

  • Advanced Requisitioning Fields

    *

    Advanced Payment Indicator

  • What is an Advanced Payment?

    An advanced payment, or simply an advance, is the part of a contractually due sum that is paid to the vendor in advance for goods or services, while the balance included in the invoice will only follow the delivery.

    Advanced payments can only be processed in accordance with the Department of Financial Services (DFS) Expenditure Reference Guide. For more information regarding advanced pay requirements contact your agencys Purchasing or Finance & Accounting (F&A) departments and/or DFS Division of Accounting and Auditing.

    Advanced Payments

    *

    http://www.myfloridacfo.com/Division/AA/Manuals/default.htm

  • Processing Advanced Payments

    Create a requisition and add the relevant line items

    Check the Advanced Payment Indicator box in the Accounting - By Line Item section

    Select the customer or specific inbox/distribution list that will be responsible for making the advanced payment

    Once the MFMP order is established, the customer will receive an Advanced Payment Indicator Notice via email

    *

  • Advanced Requisitioning Fields

    *

    Contract

  • Contract Field

    The Department of Financial Services requires that eligible two-party agreements be posted on the Florida Accountability Contract Tracking System (FACTS) website

    To attach the corresponding contract information that is located in the Florida Accounting Information Resource (FLAIR) and FACTS to the purchase order in MFMP, enter the FLAIR Contract ID in the Contract field in the Accounting By Line Item section

    Updating the Contract field allows FLAIR to automatically include all PO, invoice and payment information in FACTS

    FACTS Website Accounting Details

    *

    https://facts.fldfs.com/

  • Advanced Requisitioning Fields

    *

    Certified Forward Indicator

  • What is Certified Forward?

    Certified Forward (sometimes called carry forward) is the process that allows agencies to use unspent operating appropriations to pay for identified transactions after the end of the fiscal year. For more information, view the Year-End Tips & Tricks job aid.

    Certified Forward Indicator

    *

    http://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_agency_customers/mfmp_university/fiscal_year_end

  • Things to know: The Certified Forward Indicator is

    located in the Accounting By Line Item section on the requisition and invoice reconciliation (IR)

    To certify funds in MFMP, select C (Certified) on the requisition

    If a payment needs to be made with certified forward funds, select C (Certified) on the IR

    Certified Forward Indicator

    *

  • Advanced Requisitioning Fields

    *

    Split Accounting

  • What is Split Accounting?

    An accounting option in MFMP that allows customers to split the cost of a line item between different accounts, organizations and/or funds. At the line item level, customers can specify a split for the charge across multiple accounts by percentage, quantity or total amount. Agency customers can setup split accounting on the requisition or F&A can update the information on the IR.

    Split Accounting

    *

  • Things to know:

    Agency customers can split transactions against different accounting combinations

    Transaction splits can be calculated by percentage, quantity or amount

    Split accounting lines are populated with information from the original accounting details

    Split Accounting

    *

  • What should the Requester do?

    Your manager tells you to purchase a printer for the entire building. The cost of the printer needs to be distributed

    among each department. What should you do?

    A: Use the Certified Forward Indicator

    B: Use Split Accounting

    C: Create an Advanced Payment

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee

    Vendor Searches

    Secure Reports

    Resources

  • What is the Restore PO Balance eForm?

    This MFMP electronic form allows customers to restore the purchase order (PO) balance of an order. This eForm only increases the PO amount, it does not add the disbursed funds back to the encumbrance in FLAIR. Customers will need create an Update Encumbrance eForm to update encumbrance amounts.

    Restore PO Balance eForm

    *

  • Things to know:

    Customers with the Invoicing group can access this eForm

    Once the eForm is completed, it will be displayed in the Payment Details on the order

    Customers must not alter the original PO balance by entering a negative number to reduce the PO balance or exceeding the amount ordered to increase the PO balance

    Restore PO Balance eForm

    *

  • Restore PO Balance eForm

    *

    Title: Enter a title

    Purchase Order: Click the Select link and locate the purchase order

    Restore Purchase Order Balance: Enter the amount that needs to be restored

    Comments: Enter any applicable comments

    Add Attachments: Enter any applicable attachments

    Click Submit

  • What is the Update Encumbrance eForm?

    This MFMP electronic form is used to restore funds to an encumbered order, updating the encumbrance information in MFMP and FLAIR. This eForm only updates the encumbrance amount; it does not update the purchase order balance. Agency customers should create a Restore PO Balance eForm to update PO balances.

    Update Encumbrance eForm

    *

  • Things to know:

    Customers with the Update Encumbrance eForm group can access this eForm

    Customers can only update requisitions with Ordered, Receiving or Received statuses

    Customers cannot update encumbrances on a requisition if:

    There is an IR that is pending FLAIR Integration or

    There is a submitted change order associated to the requisition that is moving through the approval flow

    Update Encumbrance eForm

    *

  • Update Encumbrance eForm

    *

    Title: Enter a Title

    Requisition To be Updated: Click the Select link and locate the requisition that needs to be updated

    New MFMP Encumbrance Amount: Enter the update encumbrance amount per line item

    Comments: Enter any applicable comments

    Add Attachments: Add any applicable attachments

    Click Submit

  • What is the FLAIR Login Information eForm?

    This MFMP electronic form is used to keep a customers FLAIR login information current in MFMP. The eForm gives MFMP the authority to send transactions to FLAIR.

    FLAIR Login Information eForm

    *

  • Things to know:

    Customers with the FLAIR Maintenance group can access this eForm

    All customers with the Invoice Manager role and the Invoicing FLAIR Maintenance group must keep their FLAIR passwords up-to-date in MFMP

    The eForm is case sensitive and the login credentials must match the FLAIR username and password

    If a customers FLAIR password expires or the password is entered incorrectly, their requisitions and IR will fail FLAIR Integration

    FLAIR Login Information eForm

    *

  • FLAIR Login Information eForm

    *

    Title: Enter a title

    Entity: Enter the applicable entity

    Site Code: Enter the applicable site code

    FLAIR User ID: Enter the FLAIR User ID

    Enter New FLAIR Password: Enter new FLAIR password

    Re-Enter New FLAIR Password: Re-enter the new FLAIR password

    Validate Credentials in FLAIR: Leave checked in order to validate the login credentials in FLAIR (uncheck during FLAIR downtimes)

    Comments: Enter any applicable comments

    Add Attachments: Add any applicable attachments

    Click Submit

  • Things to know:

    Purchase orders are canceled via the requisition, not the order

    Purchase orders should be canceled if the service or commodity is no longer required

    Orders cannot be canceled after they are received

    Cancellations, for most agencies, populate a special approver

    For encumbered orders, customers should review the requisition to verify that FLAIR released the encumbrance

    A comment will appear on the requisition to notate the success or failure of this action

    Cancel Requisition eForm

    *

  • Cancel Requisition eForm

    Title: Enter a title

    Requisition To Be Canceled: Select the requisition to cancel by clicking the select link

    Comments: Add any applicable comments

    Add Attachment: Add any applicable attachments

    Click Submit

    *

  • Things to know:

    Customers with the Invoicing group can access the eForm

    Use the Release Encumbrance eForm to release all remaining funds associated to the order

    To validate that the encumbered funds were released in FLAIR, customers can check the requisition comments

    Release Encumbrance eForm

    *

  • Release Encumbrance eForm

    *

    Title: Enter a title

    Requisition To be Unencumbered: Select the requisition that needs to be unencumbered

    Prior Period Indicator: Select M or Y for the prior month or prior year when the encumbrance was established

    Comments: Enter any applicable comments

    Add Attachments: Add any applicable attachments

    Click Submit

  • What should the Requester do?

    Your supervisor informed you that one of your warrants was canceled;

    however, the agency still needs to pay for the purchase that was invoiced.

    What should you do?(select all that apply)

    A: Create a Cancel Requisition eForm

    B: Create an Update Encumbrance eForm

    C: Create a Restore PO Balance eForm

    *

  • What should the Requester do?

    Your manager asked you to order a new laptop. You receive a call from the vendor

    stating that the laptop is no longer available. Your manager tells you to place

    the order with a different vendor.What should you do?

    (select all that apply)

    A: Create a Cancel Requisition eForm

    B: Create a change order

    C: Create a Release Encumbrance eForm

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee

    Vendor Searches

    Secure Reports

    Resources

  • What is an approval flow?

    A sequence of approvals through which a transaction passes from initiation to completion. In MFMP, approval flows specify a group of customers (either by name or role) that are expected to review a transaction prior to its approval. Approval flows are generated based on agency preferences, individual profiles, items purchased, and/or the total cost of the purchase.

    Approval Flows

    *

  • Things to know:

    Agencies can create unique approval flows for different MFMP transactions (e.g., requisitions, contracts and IRs)

    Agencies can require that certain commodities codes or object code automatically add special approvers to an approval flow

    Agencies can make changes to their current approval flows by following the Approval Flow Update Process in the System Administrator Manual

    Approval Flows

    *

    http://www.dms.myflorida.com/mfmp/jobaids

  • Things to know:

    Anyone can add an approver to an approval flow:

    Requesters can only add an approver in parallel to the entire approval flow

    Approvers have the ability to add another approver anywhere in the approval flow

    Approval Flows

    *

  • Standard Approval Flow

    MyFloridaMarketPlace recommends standard requisition approval flows to confirm that purchases are required and to provide checks and balances. Most agencies, at the very least, utilize the following approval flows:

    Non-Catalog Approval Flow

    Catalog Approval Flow

    *Special Approvers could be from the following departments: FCO, OCO, Fleet, or IT *

  • Impacts to the Approval Flow

    The On Behalf Of (OBO) field:

    Defines the Requester and is considered the owner of the order

    Defaults to the person creating the requisition

    Approves all service-based invoices

    Completes receipts for goods (if the agency doesnt use Central Receivers)

    If changed, the customer creating the requisition is considered the Preparer and the Requester is the new OBO

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • Things to know:

    Gives customers the ability to make changes to an approved order

    Created when a customer initiates a change to the requisition and submits it for approval

    Most fields can be changed except the Vendor and Vendor Location

    MyFloridaMarketPlace validates changed items against accepted receipts and invoices to reveal any discrepancies

    Add comments to the change order, explaining why the order was changed

    Change Orders

    *

  • Things to know:

    The Change Order button may not be viewable on the requisition if:

    An IR is pending FLAIR integration

    A change order has already been initiated and it is in Composing or Submitted status

    Routes through the same approval flow as the original version

    Unless the initiator has the CO No Workflow group

    Due to quick turnarounds, many catalog orders do not allow change orders, some examples are:

    Office Depot Staples Mac Paper

    Change Orders

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • Things to know:

    A FLAIR failure happens when the requisition or IR does not transfer from MFMP to FLAIR

    Failure comments will be placed at the bottom of the requisition/IR if the comments relate to the entire transaction

    For line specific comments, view the details of the individual line item(s)

    Some of FLAIR failure messages may come directly from FLAIR. For more information, view the FLAIR Integration: Requisitions job aid or contact the MFMP Customer Service Desk

    FLAIR Failures

    *

    http://www.dms.myflorida.com/mfmp/jobaids

  • Common FLAIR Failures:

    The FLAIR password expired

    Payments were made directly in FLAIR

    The encumbrance is not on file

    The Final Payment Indicator box is checked on the IR

    A full payment was made in FLAIR

    An Invalid Object Code Category combination is present

    Invalid Vendor Inactive Status

    The CO submitted has been denied by FLAIR because some line items and/or split accounting lines failed approval by FLAIR

    FLAIR Failures

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • What is Negative Receiving?

    Negative receiving gives customers the ability to correct a previously received order. Negative receipts are created in MFMP by placing a negative sign (minus sign) in front of the quantity being reduced.

    Negative Receiving

    *

  • Things to know:

    Customers are only able to negatively receive up to the previously received quantity and are not able to negatively receive any items that have been paid for in MFMP

    Common uses of negative receiving:

    Received damaged products, but did not realize that they were damaged when the initial receipt was created

    Quantity was entered for a number larger than was received and the receipt needs to be corrected

    For detailed steps on how to create a negative receipt, view the Negative Receiving job aid

    Negative Receiving

    *

    http://www.dms.myflorida.com/mfmp/jobaids

  • Things to know:

    MyFloridaMarketPlace gives customers the ability to manually close orders once all desired item have been received

    Yes: Select if the receipt does not satisfy the quantity ordered, but is the last receipt that will be completed for the order

    No: Keep the default selection if the order needs to remain open

    Comments: Provide a justification (optional)

    Closing Orders

    *

  • Reopening Orders

    Customers can reopen an order that was closed in error on the receipt

    In Common Actions under Manage, select Receive

    Search for the receipt using the Order or Req ID

    Click the Reopen Order button

    Change the Close Order radio button from Yes to No, if the order needs to be reopened

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • What is the Transaction Fee?

    A fee that the State of Florida applies to applicable procurement transactions processed through MFMP; in addition, any business conducted with the State of Florida outside of MFMP is also subject to the transaction fee unless specifically exempt by Rule 60A-1.031(3), Florida Administrative Code.

    Transaction Fee

    *

  • Transaction Fee Exemption

    The transaction fee applies to all transactions that are not specifically exempted in Rule 60A-1.031(3), Florida Administrative Code. The table below explains the three levels to which a specific vendor or purchase can be exempt from the transaction fee:

    Level Description

    Vendor If a vendor is a non-profit or government entity, they are generally exempt from paying the transaction fee.

    Contract An exemption that applies to all transactions (purchase orders or disbursements) conducted with a vendor for a specific contract within an agency.

    Transaction Allows agencies to indicate that all or a portion of the transaction is exempt from the Transaction Fee.

  • Things to know:

    Agency customers must have the Transaction Fee Exempt group to mark a transaction exempt from the fee

    Marking a requisition, contract or IR as transaction fee exempt, exempts all associated releases and/or invoices from the transaction fee

    If transaction fee(s) were assessed in error then the customer must:

    Step 1: Update the Transaction Fee Exemption checkbox on the order/contract

    Step 2: The Transaction Fee Dispute Liaison must complete the Dispute Form and submit it to MFMP

    Transaction Fee Exemption

    *

    http://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_vendors/transaction_fee_and_reporting/transaction_fee_dispute_processmailto:[email protected]

  • Transaction Fee Exemption Line Item

    Name Description

    3A PROCUREMENT UNDER SECTION 337.11 FLORIDA STATUTES

    3B PROCUREMENT UNDER SECTION 287.55 FLORIDA STATUTES

    3C PROCUREMENT UNDER CHAPTER 255 FLORIDA STATUTES

    3D TRANSACTION WITH A NON-PROFIT ENTITY

    3E TRANSACTION WITH ANOTHER GOVERNMENTAL AGENCY

    3F TRANSACTION WITH REQUIRED SOLE PROVIDER OR PRICE PAID AND PAYEE ESTABLISHED BY FEDERAL OR PRIVATE GRANT

    3G PAYMENT TO UNREGISTERED VENDOR UNDER RULE 60A-1.033(3)

    3H PAYMENT TO VENDOR IN EXCHANGE FOR PROVIDING HEALTH CARE SERVICES AT OR BELOW MEDICAID RATES

    3I DISBURSEMENT TO RECIPIENT OR SUB-RECIPIENT;PAYMENT TO SATISFY MAINTENANCE OF EFFORTS REQUIREMENT; OR PAYMENT TO MATCH FEDERAL AWARD

    4ATRANSACTION IS CRITICAL TO THE AGENCY'S MISSION OR NECESSARY FOR PUBLIC HEALTH, SAFETY OR WELFARE

    4BIMPOSITION OF FEE WOULD PREVENT THE CONSUMMATION OF THE TRANSACTION

    5A EMERGENCY TRANSACTION PER RULE 60A-1.031(5)(a)

    5B EMERGENCY TRANSACTION PER RULE 60A-1.031(5)(b)

    To apply the transaction fee exemption to a line item:

    Check the Transaction Fee Exempt? checkbox

    Select the applicable Transaction Fee Exemption Reason

    *

  • What should the Requester do?

    One of your vendor asks if they can opt out of paying the

    transaction fee.What should you tell the vendor?

    A: Yes, the transaction fee is optional.

    B: No, the transaction fee applies to all transactions with state agencies unless exempted by Rule 60A-1.032 Florida Administrative Code.

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • Vendor Search

    The Vendor Information Portal (VIP) provides all public vendor information with the exception of their Tax ID

    Agency customers can search for vendors by logging into the VIP Public User account

    Username/Password: publicuser

    https://vendor.myfloridamarketplace.com/

  • Advanced Search

    The Advanced Search allows customers to filter by : Vendor Status: Whether the vendors account is active or not

    Solicitation Status: Vendors ability to participate in Sourcing events (e.g., eQuote)

    Woman Owned / FVBE: Vendors that are woman or veteran certified

    Accepted TOU (Terms of Use): Vendor completed their registration by accepting the MFMP terms of use

    *

  • Advanced Search (Cont.)

    MBE Code: Vendors with specific Minority Business Enterprise (MBE) codes

    Commodity Code: Vendors with specific commodity codes

    To select multiple codes, hold the control (Crtl) button and click on multiple values

    View the Searching for Vendors in VIP online training for more information

    *

    http://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/current_projects/myfloridamarketplace_commodity_code_standardization_projecthttp://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_university/agency_customer_training_registration/mfmp_u_online_training

  • What should the Requester do?

    Which MFMP application allows agency customers to search for a

    vendors information by Main Contact Name, Contact Email

    Address or Username?

    A: MFMP Buyer

    B: Vendor Information Portal

    C: Vendor Bid System

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • Things to know:

    MFMP Secure Reports are generated from various MFMP applications

    Reports are designed to provide customers with operational data that can assist them with their daily tasks in MFMP

    The reports are available in a .csv format

    Agency customers can access these secure reports at http://dms-purchasing-ftp.state.fl.us/xx00/

    For more information, view the Secure Reports Usage job aid

    Secure Reports

    *

    http://dms-purchasing-ftp.state.fl.us/xx00/http://www.dms.myflorida.com/mfmp/jobaids

  • Commonly used Secure Reports:

    Advance Payment Not Paid: Provides a list of IRs with item(s) checked as Advanced Payment and have not been paid

    All Open Orders: Provides a list of all orders in Ordering, Ordered and Receiving status

    All Received Orders: Provides a list of all commodity POs partially and fully received in Receiving and Received status for an agency

    Req to PO Cycle Time: Provides requisition cycle time information

    Users and Groups: Provides a list of roles and groups for each user in MFMP

    Secure Reports

    *

  • Agenda

    MFMP Overview

    Blanket Purchase Orders

    Advanced Requisitioning Fields & Features

    Requisitioning eForms

    Approval Flows

    Change Orders

    FLAIR Failures

    Advanced Receiving Features

    Transaction Fee and Exemption

    Vendor Searches

    Secure Reports

    Resources

  • Resources

    MyFloridaMarketPlace

    Requisitioning Learning Path

    Agency Customer Training Registration

    State Contracts and Agreements

    Buyer production environment

    Buyer training environment

    Username: Customers MFMP username

    Password: train30

    Vendor Information Portal

    Username and password: publicuser

    http://www.myfloridamarketplace.com/http://www.dms.myflorida.com/business_operations/state_purchasing/myfloridamarketplace/mfmp_agency_customers/mfmp_university/requisitions_purchase_ordershttp://www.dms.myflorida.com/mfmp/agencycustomer/registrationhttp://www.dms.myflorida.com/business_operations/state_purchasing/state_contracts_and_agreementshttps://buyer.myfloridamarketplace.com/Buyer/Main/https://trn-buyer.myfloridamarketplace.com/https://vendor.myfloridamarketplace.com/

  • Contact the MyFloridaMarketPlace Customer Service Desk:

    Phone: 866-352-3776

    Email: [email protected]

    Hours: Monday Friday, 8:00 a.m. 6:00 p.m.,

    Eastern Time

    Contact Information

    mailto:[email protected]