Use the HQ Compliance Codes form to set up codes for compliance tracking.

Compliance codes are used to define the different types of compliance you want to track; in other words, the requirements a vendor, subcontractor, or supplier must meet on a particular Purchase Order or Subcontract, as well as those that a vendor must meet on any non-PO/SL invoices (e.g. insurance certificates for outside haulers).

For example, you may want to track compliance for the following:

• Certified Payroll Reports

• Certificate of Insurance

• Monthly Waiver of Right To Lien

• Satisfaction of Lien

• Bonds

Compliance codes are used in AP Vendor Compliance, PO Compliance, and SL Compliance, and are shared by ALL companies. You can assign compliance codes individually to a subcontract or purchase order, or you can use compliance groups to initialize multiple compliance codes to a subcontract or purchase order. Compliance groups are set up in HQ Compliance Groups.

If you are tracking vendor compliance for subcontracts, purchase orders, or non-PO/SL invoices, compliance codes must be set up individually for the vendor in AP Vendor Compliance.