Enhanced interface

Create vendor compliance definitions

Vendor compliance definitions store the following information:

Compliance category, such as insurance, miscellaneous, and lien waiver information
What parameters check for non-compliance
How to handle non-compliance records when paying AP bills (error, warning, ignore)

Vendor compliance definitions each have a unique ID and name, and they include a validation rule and a notifications setting:

The validation rule specifies how compliance is validated, either through the receipt of a document or based on an expiration date.
The notification setting determines what happens when a vendor's document is out of compliance. You can block payment of an AP bill in Accounts Payable, or show a warning. You can also select the Ignore option.

To use a compliance definition, first associate it with a compliance type. You can associate multiple compliance types with one 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 with the Vendor Compliance subscription enabled The Vendor 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.
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 vendor compliance records.

Go to Purchasing > Setup > Vendor compliance > Compliance definitions.
Select Create.
Enter a unique Compliance definition ID.
Enter a Compliance definition name.
In Compliance category, select Insurance, Miscellaneous, or Lien waiver.
Select the Generation rules.
To set the Generation rule, select one of the following options:
- Do not generate: Select this option if you do not want Sage Intacct to generate compliance records based on this definition. You can create compliance records manually.
- Automatic by type: Automatically generates a compliance record when you create a new vendor or primary document, depending on the option that you select in Track by.
  - In Track by, select Vendor or Primary document.
  - In the table below the Generation rule options, select a Vendor type name to associate the compliance definition with a vendor. Or, select a Transaction definition to associate the compliance definition with a transaction definition.
If you organize vendor types in a hierarchical structure, select the vendor type at the lowest level.
Select the Validation rules.

You can select the validation rules only when Miscellaneous is set as the compliance category.
Set the Notifications:
- To block anyone from making a payment to the vendor if their document is out of compliance, select Error.
- To display a warning when paying bills if the vendor document is out of compliance, select Warning. A warning does not prevent you from paying a bill in Accounts Payable.
- If you do not want to block payments or display a warning, select Ignore.
Select Save.

Go to Purchasing > Setup > Vendor compliance > Compliance definitions.
Select Add.
Enter a unique Compliance definition ID.
Enter a Compliance definition name.
In Compliance category, select Insurance, Miscellaneous, or Lien waiver.
Select the Generation rules.
To set the Generation rule, select one of the following options:
- Do not generate: Select this option if you do not want Sage Intacct to generate compliance records based on this definition. You can create compliance records manually.
- Automatic by type: Automatically generates a compliance record when you create a new vendor or primary document, depending on the option that you select in Track by.
  - In Track by, select Vendor or Primary document.
  - In the table below the Generation rule options, select a Vendor type name to associate the compliance definition with a vendor. Or, select a Transaction definition to associate the compliance definition with a transaction definition.
If you organize vendor types in a hierarchical structure, select the vendor type at the lowest level.
Select the Validation rules.

You can select the validation rules only when Miscellaneous is set as the compliance category.
Set the Notifications:
- To block anyone from making a payment to the vendor if their document is out of compliance, select Error.
- To display a warning when paying bills if the vendor document is out of compliance, select Warning. A warning does not prevent you from paying a bill in Accounts Payable.
- If you do not want to block payments or display a warning, select Ignore.
Select Save.