Gateway: Financial Management Modernization (FMM) Updates
In July 2025, UC Santa Barbara’s (UCSB) campus financial system transitioned to Oracle Financials Cloud. While the Gateway procurement platform (powered by Jaggaer) remains our primary system, several critical updates took effect with the Financial Management Modernization (FMM) launch. Please review the resources below for more information:
- Department Roles and Responsibilities Updates
- Gateway Roles Matrix (Spreadsheet): Designed to help departments maintain internal controls and avoid separation of duties conflicts.
- Gateway Commodity Account Codes Mapping (Document)
- Gateway Document Search Guide: Level 7 Financial Reporting Units (FRUs) or Common Chart of Accounts (CCOA) Project Owning Organizations
- Amazon Business Punchout Access Resolution Guide
- Financial Training Learning Pathways
For comprehensive details on the FMM program, including important dates and training opportunities, please visit the FMM Prepare for Go-Live website.
Using the Gateway PO Conversion Results Worksheet
The Gateway PO Conversion Results worksheet (Spreadsheet) is provided to help departments manage payments against legacy purchase orders (POs) that were not converted into the new system in July 2025.
The worksheet allows you to search for POs using your legacy department LAFSO (Location, Account, Fund, Sub-object) code and map those values to the new CCOA (Common Chart of Accounts) values. Use the "Not_Converted" tab to find POs (marked with an “X” prefix) that may require the creation of a new, confirming PO to facilitate remaining payments.
How to find new CCOA strings for legacy POs:
- Open the “Not_Converted” tab in the worksheet.
- Find the PO that failed conversion (identifiable by an “X” preceding the number).
- Copy the LAFSO or four-letter department code from Column C.
- Switch to the “Completed_PO” tab.
- Use the Find function (CTRL+F on Windows or CMD+F on Mac) to search for your copied LAFSO.
- Once the match is highlighted, scroll across that row to Columns F through T.
- These columns contain the corresponding CCOA string values needed to create a new, confirming PO in Gateway.