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81 Vote

Flexible vendor compliance items

I've noticed several suggestions about adding more compliance items (auto insurance, something specific to California, etc).  Instead, I'm suggesting changing the layout of compliance items to be flexible enough to cover whatever items the different companies may want to require.  I'm picturing a grid with headings of Company, Compliance Item, Expiration Date, and 2 checkboxes:  "Required for PO" and "Required for Subcontract".  The current compliance items could be loaded as defaults out-of-the-box, provided the "required for . ." checkboxes could be determined by the user.  Additional items could be added by the company.  The checkbox would control whether the user is notified about the out of compliance issue when creating a PO or subcontract.  We are currently using some custom fields, but that doesn't give us the in-your-face reminder when creating a PO or subcontract.

• Deb Martinez
• May 30 2017
• In Review

ProContractor  / AP - Vendors (Accounts Payable)

Company	Chief Industries, Inc.
Job Title / Role	Business Analyst
I need it...	3 months

• Comments (0)
• Votes (81)
• Merged ideas (3)

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• 7 Vote

  Additional compliance types for insurance. Merged

  Due to the type of vendors/subs the following types are needed for insurance: Auto LIability Umbrella Other ( I need this one for cargo coverage) I am sure there are other contractors that require this info from ther subs.

  

  Created 16 Jun 13:45 by Tina Flanagan

  ProContractor / AP - Vendors (Accounts Payable)

  0 In Review
• 12 Vote

  Additional Vendor Compliance Issues Merged

  We should be able to use the vendor tab for absolute compliance: Executed Primary/Master Agreement, w9, current license and DIR registration information, as well as the Auto and WC insurance.

  

  Created 07 Nov 21:35 by Troy Brincat

  ProContractor

  0 In Review
• 69 Vote

  Add 'Auto Insurance' compliance item for vendors and subcontractors. Currently only General Liability and Workers Comp insurance compliance items are provided, however, auto insurance must also be submitted from vendors/subs and tracked accordingly. Merged

  No description provided

  

  Created 15 Dec 18:08 by Lisa Lachowicz

  ProContractor

  11 In Review

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