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 process when you receive a new vendor compliance document.
Prerequisites
To perform this task, you must have the appropriate user role and permissions within 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:
On an active contract, navigate to the Vendor tab (note that the name of this tab can vary).
Select the Compliances sub-tab.
Enter the required details.
Click Add Compliance.
Optional: To add additional details (e.g., Certificate of Currency), click on the compliance in the table and edit the details, or use the Home page steps outlined above.
Results / Validation
When added from the Home page, the compliance is linked to the Vendor record and can be linked to any of the vendor's contracts.
When added from an active contract, the compliance is linked to both the Vendor record and the specific Contract.