Enhanced interface

Track vendor compliance

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 application: Project Costing and Billing Construction 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. Turn on the Vendor 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 records: List, View, Add, Edit, Delete Purchasing compliance setup: 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.
Previous step	Make a list of the different kinds of compliance documents that you are going to track. You'll create a compliance type for each type of document. Decide how to validate each type of document. Is it enough to receive a copy of the document, or do you need to validate against an expiration date? You'll set these rules when you create compliance definitions.

Turn on the Vendor Compliance subscription so that you can:
- Create 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 vendor compliance records. Create one compliance record for each of the vendor's documents that you need to track.
When you view the vendor's bills in Pay bills, Error or Warning appears in the Vendor compliance column if documents are missing or expired.

If Error appears in the Vendor compliance column, you cannot pay the vendor until you correct the error. Select the error or warning link in the compliance status column to display a list of all compliance records in an error or warning state. You must have the correct permissions to edit or delete these records from this window.