Processing a US Bank FlexCard Form - Request a CCOA Change

This document outlines the steps for a department user to update the FlexCard default CCOA on an existing FlexCard.

Navigate to the Forms section on the Gateway homepage. <https://gateway.procurement.ucsb.edu/>

Gateway Forms dropdown menu, with US Bank FlexCard Form selected.

Read the instructions page and then click **Next** or select the **Form Fields** tab.

Gateway menu with an arrow pointing to the Form Fields tab on the top of the screen.

Select **Request a CCOA Change** in the Form Action section.

Gateway Form Action option showing Request a CCOA Change selected.

Enter the Existing FlexCard PO Number associated with the Cardholder you are requesting to update.

Gateway field Existing FlexCard PO Number highlighted.

Select **Next** or click **Review and Submit** to proceed.

Gateway Procurement Request-US Bank FlexCard Form menu with the Review and Submit Button highlighted in the top right menu option.

If everything is correct, click **Add And Go To Cart.**

Gateway Procurement Request-US Bank FlexCard Form menu with the Add and Go to Cart button highlighted in the top right menu option.

On the Shopping Cart page, navigate to the bottom and fill out the Cardholder information. - Input the Cardholder First Name, Last Name, and Card Description. ***Note:*** Card Description is the text that is printed on the **physical card.**

Gateway Shopping Cart screen with the Cardholder Information options highlighted in the middle of the screen.

If no change is needed on this page, select **Finalize Cart.**

Gateway Shopping Cart screen with the Finalize Cart button highlighted on the top right of the screen.

To edit the required requisition information select the "pencil" icon and complete the Ship to Address and Default CCOA (Accounting Codes). Once completed, Submit the Requisition. - Note: For the **Ship To Address:** When requesting a CCOA Update, this is required but will not be updated. See the Request a Ship to/Billing Address Change instructions.

Gateway Requisition Summary Screen with the Ship To information highlighted on the lower right of the screen.

Accounting Codes: The default CCOA is the CCOA where all transactions will be charged to, before any edits or allocations take place.

Gateway Requisition Summary Screen with the Accounting Codes information displayed.

Click on **Submit Requisition** once you have filled out all the above sections. Note: If a user is unable to submit the requisition, they will need to assign the cart to a requester within their department to have them submit the requisition.

The requisition has now been submitted and will be sent to the Department FlexCard Administrator assigned to the selected CCOA FRU value.

The Department FlexCard Administrator must approve the requisition to move it to the FlexCard Administration.

FlexCard Administration will approve the requisition, or request further information if needed, and inform the department when the updates are completed.

Resources: [UC Learning Center](https://www.learningcenter.ucsb.edu/login) [Gateway](https://solutions.sciquest.com/apps/Router/ShoppingDashboardUserDetails?tmstmp=1779348271585) [FlexCard Exam](https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2Fmanagement%2FLMS_ActDetails.aspx%3FActivityId%3D719923%26UserMode%3D0)

This concludes how to request a CCOA change for a FlexCard.