You can add a compliance (such as a certificate of currency) to a Vendor record in Advanced Contract Management (ACM) and link it to one or more contracts. Use this when you receive a new vendor compliance document.
Prerequisites
You need a user role with permissions in ACM to edit Vendor records or active contracts.
Steps: From the Home Page
Follow these steps to add a compliance by starting from the Home page:
From the Home page, navigate to the Vendors tile.
Locate and select your Vendor.
Click on the Tracking tab.
Select the Compliances sub-tab. The table displayed here shows any compliances already added.
Click the + button on the table to add a new compliance.
Select a Compliance Type and Expiry date.
Attach the Certificate of Currency (optional).
Once added, you can link the compliance to any of the vendor's contracts.
Steps: From an Active Contract
Follow these steps to add a compliance by starting from an active contract:
- Open an active contract.
- In the tab bar, click the Vendor tab. The tab name can vary.
- In the Compliance health section, click the + icon (+ Register a new compliance). The registration fields open.
- Select the Compliance Type, Start Date and End Date, then click Add to list. The compliance appears in the list as pending creation.
- Check the new compliance in the list, then click Add Compliance. The compliance is created.
- Check the Compliance health section. The new compliance now appears there.
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Optional: To add more details, such as a Certificate of Currency, click View full profile ▸ Tracking ▸ Compliances. Select the compliance type to add details and attachments.
Results / Validation
- If you added the compliance from the Home page, it is linked to the Vendor record. You can link it to any of the vendor’s contracts.
- If you added it from an active contract, it is linked to both the Vendor record and that Contract.