To track a vendor’s compliance details on a contract, link one or more existing compliance records to it from the Vendor tab. Use this when you want compliance information visible on the contract record.
Prerequisites
- You have a role with permission to view and edit contract records and vendor compliances.
- The contract is Active.
- The compliance already exists on the vendor. If not, see Add Compliances to a Vendor.
Steps
- Open the contract. The contract opens on the Summary tab.
- In the tab bar, select Vendor. The Vendor tab shows contacts, compliances, and supplier credentials in one view.
Shortcut: On the Summary tab, select View vendor details. In the Vendor health section, select the + icon to add a new compliance. A pop-up will display the vendor’s existing compliances.
- Tick one or more compliances. You can select several at once.
- Select Add compliances. The popup closes.
Results / Validation
The linked compliances appear in the table under Vendor Compliances.
Troubleshooting
The compliance is greyed out in the popup. It is already selected for this contract.