Field Definitions: HQ Compliance Codes Form

The following is a list of field descriptions for theHQ Compliance Codes form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Compliance Code

Enter a code (alpha/numeric), up to 10 characters, that identifies this compliance.

Description

Enter the description of this compliance code, up to 30 characters.

Compliance Type

Identify which of two types applies to this compliance code.

  • Date – Select this option if you will be tracking compliance for this compliance code by date. This compliance type requires that you enter a date through which the compliance is effective. When verifying compliance, the specified date is compared with the invoice date of the payables transaction to determine if compliance has been met.

  • Yes/No – Select this option if you will be tracking compliance for this compliance code using a Yes/No flag. This compliance type uses a Y/N flag to indicate whether compliance has been met. This type is most useful when compliance conditions must be met only once over the course of the subcontract.

Use This Code to Verify Compliance

Check this box to verify compliance for this compliance code when entering transactions or paying the invoice in AP.

Leave this box unchecked if compliance is informational only and will not be verified.

Use This Code for "All Invoice" Compliance

Check this box to use this compliance code for 'all invoice' vendor compliance checking. If you have specified to 'check vendor compliance on transaction entry' (flag in AP Company Parameters), vendors assigned 'all invoice' compliance codes (in AP Vendor Compliance) will be checked for compliance when entering transactions in AP.

Note:

It is recommended that you check this option for compliance codes that will be used on non-PO/SL invoices only, and that you use separate codes for PO and SL compliance. If you check this option for a compliance code and then assign the code to a vendor (in AP Vendor Compliance), it will not be added to existing POs or SLs.

Leave this box unchecked if this compliance code will be used to verify compliance for purchase order and subcontract invoices only.

Note:

This option also affects the AP Payment Preview with Compliance report. Non PO/SL transactions will only be reported as ‘out of compliance’ on the report if this option is checked for the compliance code.