Field descriptions: Vendor compliance definitions

Save

Saves the new compliance definition.

Cancel

Returns to the Compliance definitions list page without saving your information.

More actions

Allows you to perform the following tasks:

• Save & new: Saves the compliance definition and opens a new blank compliance definition form.

• Edit this page: Allows system administrators to edit the page layout if needed.

• Table size: Allows you to modify the compliance definition table size.

The identification of the compliance definition.

The name of the compliance definition.

Description of the compliance definition.

The compliance category determines the options that are available in the Generation rules and Validation rules.

• Insurance: Select this category for requirements related to supplier insurance compliance.

• Miscellaneous: Select this category for requirements related to supplier miscellaneous compliance, such as a business license.

• Lien waiver: Select this category for a transaction definition that determines how lien waiver compliance records are generated and tracked.

• Active: The compliance definition is available to use with compliance types.

• Inactive: The compliance definition is unavailable to use with compliance types.

Select how to generate and track compliance records based on a definition.

• Supplier: The compliance definition is set up to track miscellaneous or insurance compliance records by supplier.

• Primary document: The compliance definition is set up to track miscellaneous, insurance, or lien waiver compliance records by primary document.

• Do not generate: Select this option if you do not want Sage Intacct to generate compliance records. You can create compliance records manually.

• Automatic by type: Depending on the option that you selected in the Track by, you can select suppliers or transaction definitions. When this option is selected, Sage Intacct automatically generates a compliance record when you create a new supplier or primary document.

Select a Supplier type name to associate the compliance definition with a supplier. Or, select a Transaction definition to associate the compliance definition with a transaction definition.

You can select the validation rules only when Miscellaneous is set as the compliance category. Document received is the default validation rule when Insurance or Lien waiver is set as the compliance category.

Select one of the following options:

• Expiration date: Sage Intacct compares the expiration date to the AP supplier invoice payment date. You’re notified of non-compliance if the expiration date is before or currently on the payment date.

• Document received: The compliance definition is set up to validate a compliance record when the document is received.

How users are notified on the Pay bills page when a record is not compliant:

• Error: Stops anyone from making a payment to a supplier if their record is out of compliance.

• Warning: Displays a warning when you pay AP supplier invoices if a vendor's record is out of compliance. You can still make the payment.

• Ignore: Ignores when a vendor's record is out of compliance. No message displays. You can still make the payment.