Purchase Order - Changing Compliance Status

Pgm: POCHGCOM – Update Compliance Status; standard Treeview path: Purchase Order > Process > Change Compliance Status

This screen is applicable if compliance codes are used with purchase orders.  It is used to view all the outstanding POs by vendors, and to select a PO to update its compliance status via the [Compliance] button’s pop-up.

Company

Select a company by which entries will be filtered.

Vendor

Select a vendor by which entries will be filtered, or leave this field blank to not filter entries by a
vendor.

As of Date

Enter/select the date for which to view compliance as of.  The system defaults the system date to this field.

Display Only Vendors with Purchase Orders – Checkbox

This checkbox is defaulted as checked so that only vendors with purchase orders will be displayed and available for update.  To see all vendors, uncheck this box.

[Compliance] – Button

Compliance codes may be updated from the Vendor Summary (vendor level) or for each unique purchase order for the vendor.

To update the compliance codes at the vendor level, use the [Compliance] button to display all compliance codes associated with the vendor.

[Purchase Orders] – Button

Selecting a vendor from the Vendor Summary section and clicking on the [Purchase Order] button will display all the outstanding POs for that vendor.  Users can then select a PO to update its compliance status using the [Compliance] button.

Pgm: POCHGCOM – Change Compliance Status – [Purchase Orders] button

The compliance of any of the codes displayed here can be changed or a new compliance code added. To apply the changes to existing documents, the purchase order, and matched vouchers, press the [Apply Changes] button.  If a new compliance code is added and it needs to be added to all open purchase orders for this vendor, use the [Add to PO’s] button.

For more information, please refer to Compliance (Defaults Setup) .