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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.

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.
  7. Check Use this code for all invoice compliance only for true vendor-level codes—not for PO- or subcontract-only codes.

Notes​

  • Vendor-level “all invoice compliance” on a PO/subcontract code creates unnecessary holds.