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PO Compliance

PO Compliance tracks requirements on purchase orders (for example insurance or date-driven conditions). Codes can be date-driven or yes/no flags; a compliance group on the PO applies the codes.

Before you start​

  • Compliance codes and groups are defined for your company.

Steps​

  1. Open PO Compliance (or maintain codes/groups per your company’s setup forms).
  2. Define compliance codes as date-driven or yes/no.
  3. On PO Purchase Order Entry, assign a compliance group so codes apply to the PO.
  4. After the PO posts, review codes in the PO compliance grid.
  5. Use the verify checkbox to control whether a code affects invoice compliance status.

Notes​

  • If a code is out of compliance and verify is checked, related AP invoices are also out of compliance.