Enter the purchase order number or press F4 to select a PO from a list.

The vendor associated with the selected purchase order will display in the upper portion of the form, and the compliance codes associated with the PO will display in the lower portion of the form.

If a compliance group was selected on the purchase order in the PO Purchase Order Entry form (Info tab> Compliance Group field), all compliance codes assigned to the compliance group will populate in the lower portion of the form. Compliance groups are created and maintained using the HQ Compliance Groups form.

PO Compliance

HQ Compliance Groups

Enter the compliance code number or press F4 to select one from a list.

Compliance codes are created and maintained using the HQ Compliance Codes form.

You can add the same compliance code to a purchase order multiple times, for example Receipt of Material Safety Data Sheets or Receipt of Certifications of Specifications. Each duplicate compliance code will be assigned a unique sequence number. More

PO Compliance

HQ Compliance Codes

This field is display only and identifies the sequence of each compliance code on the purchase order. If there is only one occurrence of each compliance code, the sequence number will always be 1.

If a compliance code is added to a purchase order multiple times (such as Receipt of Material Safety Data Sheets or Receipt of Certifications of Specifications), the Seq # will be the next sequential number for that occurrence of the compliance code.

Example:

Purchase Order :113001
Comp Code	Seq #	Description	Verify	Exp Date	Complied
MSDS	1	Material Safety Data Sheets	Y		Y
COS	1	Cert of Specifications	Y		Y
COS	2	Cert of Specifications	Y		N

PO Compliance

Enter a description of this compliance code, or accept the default description (assigned in HQ Compliance Codes).

PO Compliance

This field is display only and indicates whether compliance code is a 'Date' or 'Flag' type code.

PO Compliance

If this compliance code relates to an additional vendor/supplier (2nd party), enter the vendor number (from AP Vendors). If you do not know the vendor number, enter the vendor sort name, or press F4 for a list of vendors.

If this compliance code relates only to the vendor on the purchase order, leave this field blank.

PO Compliance

This field initially defaults according to the selection in HQ Compliance Codes .

Check this box if this compliance should be verified in Accounts Payable. Verification depends on flags checked in AP Company Parameters , on the Audit Options tab. If compliance is not met, then you may be warned at the time of invoice entry, invoices may not be pulled for payment, or you may just receive a warning on the AP Payment Preview with Compliance report, which is run when payments are selected.

Do not check this box if compliance does not need to be verified in AP.

PO Compliance

For Date type compliance codes, specify the date this code is effective through.

If using the Verify feature, this date is checked when printing the AP Payment Preview With Compliance report. If the code has expired (expiration date is older than the invoice date), a warning displays stating that the purchase order is out of compliance.

PO Compliance

This field only applies to “Flag” type compliance codes - "Flag" is selected in the Comp Type field.

Check this box if compliance has been met.

PO Compliance

This field is display only and shows memos entered for the vendor/compliance code in AP Vendor Compliance. Memos cannot be edited/modified here, edit/modify them in AP Vendor Compliance and changes will be updated here.

PO Compliance