FinanceFinancial Management System (FMS) - other FMS roles

Guidance on other FMS roles

Other roles Description Training guide
Requisitioner
  • Identifies which goods/services are required and the correct supplier to requisition from in line with the procurement guidelines and thresholds.
  • Identifies appropriate sub-project to be charged.
  • Inputs details of requisition into FMS and via workflow this will flag to the appropriate approver (see approval limits). There are no financial restrictions on a requisitioner, they are identifying a request to purchase and not committing the University to any spend.
  • FMS will undertake a commitment check against the sub-project and flag to the requisitioner whether there are sufficient funds in the sub-project. The requisitioner can choose to select an alternative sub-project or can record a comment on the requisition for the approver
 How to Raise a Requisition
Goods Receipter
  • It's likely that good receipting will be undertaken by the requisitioner of the purchase order.
  • Approvers are not permitted to goods receipt orders they have approved.
  • Once a supplier has satisfactorily delivered in part or in full goods/services. These should be entered on FMS against the relevant purchase order number. As invoices are being sent directly to Finance, payment will only be made by Finance once goods/services have been receipted on FMS.
 How to Goods Receipt
Expense Raiser
  • Ensures that expenses being claimed are in line with the Universities Expense Guidelines
  • Identifies appropriate sub-project to be charged.
  • Inputs details of requisition into FMS and via workflow this will flag to the appropriate approver (see approval limits).
  • FMS will undertake a commitment check against the sub-project and flag to the requisitioner whether there are sufficient funds in the sub-project. The requisitioner can choose to select an alternative sub-project or can record a comment on the requisition for the approver
 How to Raise an Expense Claim