E-Ordering in FMS
Dates, times and venues...
No dates currently set: Ask us about delivering this course in school as a Consultancy Session, or as a remote session by clicking the link below...
Audience/Keystage...
Finance Officers & Business Managers
Pre-requisites...
You will be asked to complete pre-requisite actions before undertaking the workshop. Our courses team will contact you after you have booked with further information.

Overview...
Set up E-Ordering procedures in FMS.
An electronic order is an order generated and sent in electronic format direct from your system to your suppliers. The order, more commonly known as a Purchase Order or a PO, is a document that serves as proof of a request for goods or services from a supplier in accordance with the conditions agreed upon. Once a purchase order is authorised and generated it leaves your system with an authorising signature.
Most importantly this form of ordering is fully compliant with the County Council Financial Regulations.
Financial Regulations – Raising Orders for Goods / Work / Services
13.5 All orders must be signed by the appropriate Budget Holder or by a person who is authorised to sign orders on his/her behalf.
13.8 Oral (telephone) orders and orders made over the internet must only be made with the prior knowledge and approval of the Budget Holder and should be confirmed immediately afterwards by raising an official order clearly annotated “Confirmatory Order” and signed by the Budget Holder.
13.9 The Budget Holder must authorise all orders raised. Raised to sign orders on his/her behalf
Implementing E-Ordering in FMS is a logical next step in efficiency, and it also gives you flexibility. You can apply different types of messages as required, for example if the school is only open during certain times and you can add a note to request a text message or call 30 minutes before delivery.
Making the change to E-Ordering can also be the step towards filing everything electronically – again fully compliant with both Financial Regulations and Audit.
If this sounds like something you want to try, then this workshop can help you start small with Purchase Orders and progress at your own pace.
Benefits of E-Ordering include:
- automating the purchase order management process
- automatic generation of the PO once the printer button is hit!
- streamlining your information processing
- a reduction in errors
- improvements in supplier relations
- elimination of paper
- reduction of processing and filing costs.
Objectives...
We will:
- help you set up and activate the automation of the purchase ordering process to become compliant with the CCC Financial Regulations
- amend supplier’s details and prepare for E-Ordering
- provide an overview of expenditure reports
- discuss the benefits of the new process you are setting up and the potential you have to move the progress even further.
