Supplier compliance overview

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.

The Construction industry uses specific terminology that can differ from Sage Intacct terminology. Understand how Sage Intacct terms align with Construction industry terms.

You can then change Sage Intacct terminology to match Construction industry terms. For example, you can change Project to Job.

Compliance management lets you track insurance, miscellaneous, lien waiver compliance items (such as licenses) related to suppliers. Compliance validation occurs when you pay supplier bills in Accounts Payable.

Ensure that your suppliers provide the required compliance documents before you pay them. The Supplier Compliance subscription helps you track compliance-related documents, such as proof of liability insurance or business licenses.

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.

Workflow

Workflow steps follow image

Configure supplier compliance

  1. Set up suppliers

  2. Set up supplier compliance.

    1. Enable supplier compliance subscription The Supplier Compliance subscription is included with your Construction subscription, but you must turn it on separately (Company > Admin tab > Subscriptions).

    2. Assign supplier compliance permissions (in Purchasing).

    3. Create compliance definitions.

    4. Create compliance types.

Generate supplier compliance records

Pay suppliers

If the compliance definition is set to automatic and you create a new vendor or update a vendor type on an existing vendor to a type used on an automatically-generating compliance definition, compliance records generate automatically.

  1. Select supplier.

  2. Resolve compliance errors.

View Supplier payments