Enhanced interface

Add vendor compliance records to a primary document

Add insurance and miscellaneous compliance records to a commitment. However, you do not need to add lien waiver compliance records because Sage Intacct generates them automatically.

You can add insurance and miscellaneous compliance records to a primary document when the commitment is not in the following states:

In progress
Submitted
Partially approved
Exception

When you add a compliance record to the Commitment compliance tab, the compliance record is associated with that primary document.

Subscription	Construction with the Vendor Compliance subscription enabled Projects configured for Project Costing and Billing Purchasing
Regional availability	Australia Canada United States
User type	Business Construction Manager Project Manager
Permissions	Purchasing Compliance records: List, View, Add Purchasing transactions: List, View, Edit

Go to Purchasing > All > Transactions > and select Purchase order or Subcontract.
Find the transaction and select Edit.
Select the Commitment compliance tab.
Select Add in the Insurance or Miscellaneous section.
Select a Compliance type ID.

The Compliance record populates automatically, but you can change it.
Enter the Compliance details.
Save your changes.
Select Post.