Purchase Order - Compliance - Initial Setup

Master Set of Compliance Codes & Security

The following provides an overview about setting up the system’s vendor compliance codes at the system level.

Master Set of Compliance Codes & Insurance/Bonding Companies

Enter the master set of compliance codes for the system via the Compliance Codes Maintenance screen, and enter the insurance and bonding companies via the Insurance/Bonding Companies screen.

Compliance Code Security

If required, security can be applied to compliance codes via the System Data module, in a manner similar to job security. For details, please refer to the Compliance Security section in the System Data reference guide.

Compliance Groups

If required, compliance groups can be set up to assign their default compliance codes to the subcontracts, purchase orders, and vouchers associated to a specified vendor.