Category: Documentation

During implementation some Compliance requirement types may be configured as requirements for certain Doc Types such as Commitments, Pay Requests, and Vendors. Other Compliance types may be set up as

A Spitfire document can include a Compliance tab as one of its mid-section tabs. Through this tab you can add or edit compliance items specific to the Doc Type. The

The Item Detail view allows you to edit the Required field and displays several new fields. Fields Description A longer description os the compliance item, if any. Carrier The name

To add a Compliance item: Open a document and click the Compliance tab. Any required Compliance items will be listed. From the Type drop-down list select a new Compliance type.

Through customization (Part = Doc Detail-Standard, Item = PayControl), the System Administrator can include a Pay Control field on a document’s Detail tab. This Pay Control option on the Details

When Compliance has been properly configured on your site, you can expect the following actions: Requirement is out of compliance. Compliance Notification document route to subcontractor, vendor, assistant, etc. depending

If you site is integrated with Microsoft Dynamics SL and Spitfire Compliance Tracking has been checked in ICTool. then out of compliance items will also affect AP Vouchers. If the

Compliance from Vendor If both a Vendor document and related Commitment (or CCO) document include a Compliance item of the same type, the Vendor can provide compliance to the Commitment.

When a Compliance item with the Notify option triggers an out-of-compliance signal, a Compliance Notification document is created through an automatic workflow script. Based on routing rules and Contact setup,