Enhanced interface

Create vendor compliance records

After creating your compliance types, you can create compliance records for your suppliers or primary documents (commitments). You can add multiple compliance records for each supplier. Add one compliance record for each document that you need to track.

This procedure describes how to enter compliance records manually on the Compliance records page. You can also add them as follows:

On the primary document (Commitment compliance tab in Purchasing) or vendor (Vendor compliance tab in Accounts Payable)
By importing them from the Compliance records page

You can generate compliance records automatically when the following are true:

You've configured a compliance definition to generate compliance records automatically, either by vendor or primary document.
You create a new vendor or primary document, depending on the applicable compliance definition setup.
You update the type on a vendor or primary document to match the type associated with the applicable compliance definition.

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

Subscription	Projects configured for Project Costing and Billing Purchasing Construction The Supplier Compliance subscription is included with your Construction subscription, but you must turn it on separately (Company > Admin tab > Subscriptions). After your subscription is turned on, assign compliance permissions in Purchasing. Turn on the Supplier Compliance subscription so that you can: Set up compliance definitions to establish how documents are validated and what happens when a document is missing or expired. Validation is based on either receipt of a document or an expiration date. Specify whether payments are blocked or a warning appears in Accounts Payable if a vendor has an expired or missing document. Create compliance types for each type of document that you need to track. Associate compliance definitions with one or more compliance types. Create compliance records for your vendors or commitments. Create one compliance record for each of the vendor's documents that you need to track.
Regional availability	Australia Canada United States
User type	Business Construction Manager Project Manager
Permissions	Purchasing Compliance setup: List, View, Add, Edit, Delete Compliance records: List, View, Add, Edit, Delete The compliance setup permissions apply to both compliance definitions and compliance types. Grant permissions to the users who create compliance definitions and maintain supplier compliance records.

Go to Purchasing > All > Vendor compliance > Compliance records.
Select Create.
Select a Compliance type ID.

The compliance definition associated with the compliance type determines how the vendor's document is validated.
Select a Vendor ID.

If adding a compliance record from the Vendor compliance tab in Accounts Payable, you do not need to select a vendor ID.
If the compliance record is related to a primary document, select the related primary document for that supplier.

If adding a compliance record from the primary document (Commitment compliance tab in Purchasing), you do not need to select a primary document ID.
Enter a Compliance record name to help identify this record.
If you're validating against an expiration date, enter the document's Expiration date under Compliance details.

Documents with an insurance compliance category always validate by Expiration date and can't be changed.
To attach an electronic copy of the document, select the Attachment menu.
Complete the remaining fields.
Select Save.

Go to Purchasing > All > Vendor compliance > Compliance records.
Select Add.
Select a Compliance type ID.

The compliance definition associated with the compliance type determines how the vendor's document is validated.
Select a Vendor ID.

If adding a compliance record from the Vendor compliance tab in Accounts Payable, you do not need to select a vendor ID.
If the compliance record is related to a primary document, select the related primary document for that supplier.

If adding a compliance record from the primary document (Commitment compliance tab in Purchasing), you do not need to select a primary document ID.
Enter a Compliance record name to help identify this record.
If you're validating against an expiration date, enter the document's Expiration date under Compliance details.

Documents with an insurance compliance category always validate by Expiration date and can't be changed.
To attach an electronic copy of the document, select the Attachment menu.
Complete the remaining fields.
Select Save.