[PO] Compliance

Use this form to track vendor compliance for purchased items and ensure payments are made only when requirements are met.

What It Monitors

• MSDS (Material Safety Data Sheets) for materials or equipment

• Certifications of Specifications confirming standards compliance

How It Works

• Compliance codes are assigned via a compliance group in PO Purchase Order Entry

  • When the batch updates, all codes from the group are applied

  • Changing the group adds new codes but keeps existing ones

  • Deleted codes that reappear can be removed manually

• Vendor-level compliance is maintained in AP Vendor Compliance

  • Affects all active POs for that vendor

  • Memos show in the Vendor Memo column (view-only)

Ensuring Compliance Before Payment

• Check the Verify box for each compliance code on the PO

• Based on company settings, noncompliance may:

  • Trigger warnings during invoice entry

  • Block invoices from payment

  • Appear in AP Payment Preview With Compliance report

Compliance Rules

• Flag-type codes: Warn if “Complied” = N

• Date-type codes: Warn if Expiration Date is before the invoice date

This setup helps handle noncompliance flexibly—hold invoices, pay conditionally, or take other actions.