About Tracking Compliance

If you track vendor compliance requirements on purchased items, you can assign a compliance group to purchase orders entered in SM Purchase Order Entry.

Assigning compliance groups to purchase orders allows you to initialize a group of compliance codes to the purchase order in PO Compliance. If you are not using compliance groups, you can assign compliance groups manually in PO Compliance.

Once you post the PO batch (by closing the SM Purchase Order Entry form), the system automatically adds the compliance codes associated with the compliance group to the purchase order in PO Compliance, in addition to any compliance codes assigned to the vendor. You can change the compliance group by adding the purchase order back to a batch (in either SM Purchase Order Entry or in PO Purchase Order Entry). When you change the compliance group, the system retains all of the compliance codes from the original compliance group. Use PO Compliance to remove those original codes from the purchase order, if necessary. For more information about tracking compliance for POs, see About the PO Compliance Form.