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What is OrderSource?

OrderSource is a comprehensive order-to-pay management platform that streamlines purchasing, automates invoice validation, and provides full visibility from catalog to payment.

Available within FMS, OrderSource cleans up data before records are sent to the retailer’s back-office system and alerts them to price discrepancies.  

OrderSource Core Capabilities 

OrderSource provides the following capabilities: 

  • PO Syndication: Retailers send purchase orders to Fintech, which then delivers those POs to distributors using supported formats such as EDI or email‑based files, depending on distributor configuration. 
     
  • Invoice and PO Matching: Invoices received by Fintech are automatically checked against submitted purchase orders to ensure PO numbers are correct before being included in end‑of‑day files. 
     
  • Exception Alerts: Users are notified when invoices are invalid and can take action to reconcile. 
     
  • Monitoring and Reporting: OrderSource provides visibility into submitted purchase orders and their relationship to invoices through FMS reporting screens. 

Logging into OrderSource 

Access OrderSource from the Fintech FMS site. OrderSource screens are built as part of your workflow within FMS.  

The most common day‑to‑day interaction with OrderSource is through the Manage Invoice Purchase Orders screen. 

From this screen, users can: 

  • Review invoices that contain valid PO numbers 
  • Identify invoices with invalid PO numbers 
  • Review invoices where OrderSource suggests a PO number 

This review is important because unresolved PO issues may be included in the retailer’s end‑of‑day file if not addressed within the required review window. 

To access, go to the Reports menu and click the dropdown menu. 

Other features available in OrderSource include: 

  • Outstanding Purchase Orders: This screen provides a record of all POs received by Fintech, the amounts, current status, and other key information.  
     
  • PO Contacts: Anyone who needs to be on the chain of communication for a PO. This includes both retailer and distributor. This feature ensures a copy of the PO is received by email as well as electronically to anyone who needs to be aware of a PO. 
     
  • Adding New Location: Ability to add locations. OrderSource allows managers and procurement directors to track POs across their locations to spot discrepancies and make it easier to onboard new locations. 
     
  • Adding New Distributor: Distributors within Fintech’s network can be easily added to OrderSource. This connection ensures distributors acknowledge a PO has been delivered. 
     

How Purchase Orders Flow Through OrderSource 

 OrderSource works like this: 

  1. A retailer generates a purchase order in their procurement or back‑office system. 
  2. The purchase order is sent to Fintech for processing and storage. 
  3. Fintech delivers the purchase order to the appropriate distributor. 
  4. When an invoice is later received following delivery, Fintech checks the invoice against the original purchase order. See Understanding Alerts & Errors. 
  5. If correct, the invoice data is then made available in FMS and included in downstream files. 
  6. If incorrect, the retailer is alerted by email.