SETUP
You can setup a custom list of Misc. Compliance Items/Documents that you will be able to track in Subcontractor Compliance Management. To setup or modify this list, go to File, Company Settings, Custom Descriptions, AP Misc. Compliance Type to make the appropriate changes.
You can setup a custom list of Jurisdictions that you will be able to establish on the Misc. Compliance Item/Document and the Job setup in Job Cost. To setup or modify the Jurisdiction list, go to File, Company Settings, Custom Descriptions, AP Jurisdiction to make the appropriate changes. The Jurisdiction setup on the Vendor Misc. Compliance Item/Document will determine whether or a Job Compliance record gets created in Subcontractor Compliance Management. To choose the appropriate Jurisdiction on a Job, go to Job Cost, Setup, Jobs, Job Compliance Tab and choose Jurisdiction.
To setup the Misc. Compliance Item/Document, go to Accounts Payable, Setup, Vendors, Insurance/compliance Tab, Click on the Misc. Compliance Items button.
To establish if you would like the software to warn you and/or block payment of Vendor invoice if the associated Vendor has a Misc. Compliance Item/Document that is out of Compliance go to, File, Company Settings, AP Settings, Compliance Settings, Compliance Warning Settings, choose Miscellaneous Tab and check the appropriate options.
Here are five different scenarios on how Misc. Compliance Item/Documents can be setup on the Vendor record and what types of Compliance records they create in Subcontractor Compliance Management.
Note: In these Scenarios, the Compliance Warning Settings are set to Display warning message during invoice entry on the Miscellaneous Tab.
Scenario 1
Vendor # 100 A-1 Electric Company
Setup a Contractors License Document on the Vendor Record under Setup, Vendors, Insurance/Compliance Tab, Misc. Compliance.
Required Check box False
Required on the Job Check box False
Number 55555
Description My Contractors' License
Misc. Compliance Item Contractors' License
Jurisdiction Not Specified
Effective Date 01/01/2013
Expiration Date 12/31/2014
SAVE
Looking at Subcontractor Compliance Management
Misc. TAB
Status Selection ALL
Job Sub Tab NO RECORD
Vendor Sub Tab HAS RECORD
Job Cost, Setup, Job, Job Compliance Tab has Jurisdiction set to Not Specified
Enter Invoice to Vendor 100 Returns No Warning
Enter Commitment with Vendor 100 Returns No Warning
Once Commitment is posted
Does NOT create a Record on the Job Sub Tab in Subcontractor Compliance Management
Scenario 2
Vendor # 100 A-1 Electric Company
Setup a Contractors License Document on the Vendor Record under Setup, Vendors, Insurance/Compliance Tab, Misc. Compliance.
Required Check box True
Required on the Job Check box False
Number 55555
Description My Contractors' License
Misc. Compliance Item Contractors' License
Jurisdiction Not Specified
Effective Date 01/01/2013
Expiration Date 12/31/2014
SAVE
Looking at Subcontractor Compliance Management
Misc. TAB
Status Selection ALL
Job Sub Tab NO RECORD
Vendor Sub Tab HAS RECORD
Job Cost, Setup, Job, Job Compliance Tab has Jurisdiction set to Not Specified
Enter Invoice to Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Enter Commitment with Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Once Commitment is posted
Does NOT create a Record on the Job Sub Tab in Subcontractor Compliance Management
Scenario 3
Vendor # 100 A-1 Electric Company
Setup a Contractors License Document on the Vendor Record under Setup, Vendors, Insurance/Compliance Tab, Misc. Compliance.
Required Check box True
Required on the Job Check box True
Number 55555
Description My Contractors' License
Misc. Compliance Item Contractors' License
Jurisdiction Not Specified
Effective Date 01/01/2013
Expiration Date 12/31/2014
SAVE
Looking at Subcontractor Compliance Management
Misc. TAB
Status Selection ALL
Job Sub Tab NO RECORD
Vendor Sub Tab HAS RECORD
Job Cost, Setup, Job, Job Compliance Tab has Jurisdiction set to Not Specified
Enter Invoice to Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Enter Commitment with Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Once Commitment is posted
CREATES a Record on the Job Sub Tab in Subcontractor Compliance Management
Scenario 4
Vendor # 100 A-1 Electric Company
Setup a Contractors License Document on the Vendor Record under Setup, Vendors, Insurance/Compliance Tab, Misc. Compliance.
Required Check box True
Required on the Job Check box True
Number 55555
Description My Contractors' License
Misc. Compliance Item Contractors' License
Jurisdiction Not Specified
Effective Date 01/01/2013
Expiration Date 12/31/2014
SAVE
Looking at Subcontractor Compliance Management
Misc. TAB
Status Selection ALL
Job Sub Tab NO RECORD
Vendor Sub Tab HAS RECORD
Job Cost, Setup, Job, Job Compliance Tab has Jurisdiction set to OR
Enter Invoice to Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Enter Commitment with Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Once Commitment is posted
Does NOT create a Record on the Job Sub Tab in Subcontractor Compliance Management
Scenario 5
Vendor # 100 A-1 Electric Company
Setup a Contractors License Document on the Vendor Record under Setup, Vendors, Insurance/Compliance Tab, Misc. Compliance.
Required Check box True
Required on the Job Check box True
Number 55555
Description My Contractors' License
Misc. Compliance Item Contractors' License
Jurisdiction OR
Effective Date 01/01/2013
Expiration Date 12/31/2014
SAVE
Looking at Subcontractor Compliance Management
Misc. TAB
Status Selection ALL
Job Sub Tab NO RECORD
Vendor Sub Tab HAS RECORD
Job Cost, Setup, Job, Job Compliance Tab has Jurisdiction set to OR
Enter Invoice to Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Enter Commitment with Vendor 100 Returns Warning, 1 Vendor Misc item is out of compliance
Once Commitment is posted
CREATES a Record on the Job Sub Tab in Subcontractor Compliance Management