Compliance Documents

The Compliance Documents page enables you to set up all types of compliance documents so that they, later on, can be used in the process of creating company, vendor, customer, item, purchase compliance documents, or sales compliance documents.

For each compliance document, you must specify whether it is necessary to carry out a control during the purchase and sales process. When this control is enabled, the system will check during the process if the compliance document is approved. if the document isn’t approved yet, the system will then inform the user to approve the compliance document before he/she can continue with handling the document (in case the compliance document is applicable for this purchase and sales document based on the item number and attributes).

1. Select the Search icon , enter Compliance Documents, and then choose the related link.
   The Compliance Documents page opens.
2. On the action bar, select New.
   This inserts a new line.
3. In the Code field, enter a value. e.g., “Custom Clearance”.
4. In the Description field, enter an explanatory text, e.g., “Custom clearance document”.
5. In the Contact No. field, select a desired No. from the list.
   This specifies the contact number of the company that issues the compliance document.
6. In the Control Type field, select an option.
   This specifies at which point in the purchase process control is needed to check if the compliance document is approved.
   The option can be set as the per compliance document to one of the following options:
   • No control needed
   • Order control: checks will be executed when releasing an order
   • Receipt control: checks will be executed when posting a receipt
   • Invoice control: checks will be executed when posting an invoice
   • Shipment control: checks will be executed when posting a shipment

The Compliance Documents are now set up.