A reference for completing the fields in the Create new requirement window or in the Update requirement window.
The fields described in the table below appear in two different
windows.
- When setting up a compliance requirement, the Create new requirement button opens the Create new requirement window.
- When adjusting a compliance requirement, the Update requirement button opens the Update requirement window.
Field Descriptions
| Field | Description |
|---|---|
| Document information | Give the document type a name which is useful to you; for example, COI - Gen Liab, or W-9. |
| Vendor (if setting up at the project level) | Select one or more. Chosen vendors need
not be invited yet, but must at least be assigned. Note: If you choose Select all, the requirement is created for all subcontractors that already exist on the job, while subcontractors that are added to the job after this moment are not impacted. |
| Project (if setting up at the vendor level) | Displays in the vendor compliance tab so that you can see its associated job and whether this compliance requirement is a vendor- or project-level requirement. |
| Status | Choose which status to assign to the document.
|
| Review Required | We recommend selecting this checkbox. If not selected, the status changes from not compliant to compliant at the moment the subcontractor uploads the document, even if no one on your team reviews it. |
| Block invoicing upon expiration |
Select to block the subcontractor from submitting an Application for Payment while the required item's status is Not Compliant.
Trimble Pay
enforces this:
|
| Send notification when item has expired | Choose whether Trimble Pay should send an email notification to the vendor when the required item expires. |
| Upload a sample document | An option to attach a sample document which the subcontractor can view as a reference for their own document to upload. |
| Entries in the date fields on the right-hand side of the window are populated based on subcontractor action. | |
| Received date | Trimble Pay inserts this when the subcontractor uploads the required document. |
| Effective date | The subcontractor is prompted but not required to enter a value. |
| Expiration date | The subcontractor is required to enter a value only if you've selected the Required checkbox. |
| Issue date | The subcontractor is prompted but not required to enter a value. |