Managing HQ Compliance Codes

HQ Compliance Codes track subcontractor and purchase-order compliance. Codes are either date-driven (expire on a date) or yes/no. Compliance codes are shared by all companies in your Vista system.

Before you start

• Know which requirements should hold invoices versus informational only.

Steps

1. Open HQ Compliance Codes.
2. Enter an alphanumeric code and description.
3. Choose type: date-driven or yes/no.
4. For date-driven codes, maintain the compliance date so expired items alert correctly.
5. For yes/no codes, use the checkbox for compliance status.
6. Check Use this code to verify compliance when the code should hold invoice compliance; leave it unchecked for informational codes. This setting is a default that can be overridden later on individual vendor, purchase order, or subcontract compliance records.
7. Check Use this code for all invoice compliance only for vendor-level codes that apply to all invoices regardless of purchase order or subcontract. For best results, use separate codes for purchase order/subcontract compliance and for all-invoice (non-PO/SL) compliance rather than overloading a single code.

Notes

• Using vendor-level "all invoice compliance" on a code intended for purchase orders or subcontracts creates unnecessary holds. Consider separate codes for different compliance scenarios.