Update Financial Accounts

 

Change Default Financial Account:

  1. Go to the Stratocore PPMS start page: https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis and log in
  3. From HOME, select the  PROFILE tab, under Default Financial Account Number, select Change your default account number
  4. Under Please enter a new account number, click inside the text box
  5. An Account Number Request page will pop up
  6. Select the appropriate Account Type

    • UC Davis Users
      • Chart of Account (COA)
      • POET (Project Portfolio Management – PPM)
    • External UC: select your specific university
    • External Non & For Profit: select Purchase Order
  7. Click in the “search an account” box beneath Select or create an account and begin typing your financial account number
    • Previously validated numbers will appear in a drop down as you begin typing. Select the appropriate account from the list OR
    • If the account number does not appear in the drop down, select Create a new account to the right of the search box
  8. Click Save
  9. Confirm by clicking Ok

 

Add Additional Financial Accounts

  1. Go to the Stratocore PPMS start page: https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis and log in
  3. From HOME, select the  PROFILE tab, under Request authorization to USE a financial account, select New account AUTHORIZATION request
  4. An Account Number Request page will pop up
  5. Select the appropriate Account Type

    • UC Davis Users
      • Chart of Account (COA)
      • POET (Project Portfolio Management – PPM)
    • External UC: select your specific university
    • External Non & For Profit: select Purchase Order
  6. Click in the “search an account” box beneath Select or create an account and begin typing your financial account number
    • Previously validated numbers will appear in a drop down as you begin typing. Select the appropriate account from the list OR
    • If the account number does not appear in the drop down, select Create a new account to the right of the search box
  7. Click Save
  8. Confirm by clicking Ok

 

Helpful Notes:

  • If the error message “Warning: this account number is not valid” is still showing after entering your account info, click into another field box and wait a few seconds. The error should disappear and you may now Save.
  • The error message “An admin will have to validate the creation of this account” should not stop you from saving the account info. The facility will review and validate this financial account.
  • Quick Reference Guides: