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How to Change the FOAPAL Associated with a Pro-card

Summary: Follow the steps on this page to change the index code associated with a specific pro-card.

Before terminating or changing an activity code, make sure the activity code is not associated with a pro-card. If an activity code associated with a pro-card is terminated without submitting a FOAPAL change request, the pro-card Program Administrator will not be able post the campus transaction information to FIS BANNER.

What the Supervisor or Budget Manager does: How to do it:
1

Request change to a FOAPAL by completing the UCSC Pro-card Acccount Modification or Closure Form

 

 

or

 

send an e-mail that includes the required information to procard@ucsc.edu.

To use the Account Modification or Closure Form, complete these steps:

  1. Mark the Modify an Existing Pro-card Account box, check FOAPAL Change, and enter the Cardholder name and account number.
  2. Enter the new FOAPAL information in the FOAPAL INFORMATION section of the form.
  3. Sign the form and forward it to the Program Administrator via fax or mail.

Alternatively, provide the following information in an e-mail:

  • Cardholder name
  • 2nd embossed line (if applicable)
  • new FOAPAL information
  • name of person authorized to make the change

FOAPAL changes will be made in Banner within three days of receipt of information. Contact the Pro-card Administrator at procard@ucsc.edu, if an urgent situation exists.

2 Confirm that change is correct. Monitor FIS Banner ledgers to verify expenditures are being charged to the correct FOAPAL.

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Last revised: Augusst 17, 2009 (am