合规性管理：简化流程以提高生产力.pdf

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1、Compliance Management:Streamline Processes to Increase ProductivityStaci Connolly-Anagnos&Adelina Basyrova2AgendaCompliance Documents OverviewVendor Compliance TrackingLien Waivers Auto-generationWarning Mechanism for Expired Compliance Documents and Outstanding Lien Waivers DemoQ&A3Presented byStac

2、i ConnollyPre-Sales SpecialistBusiness AnalystAdelina BasyrovaCompliance Documents Types5Compliance DocumentsCertificateInsuranceLien WaiverNoticeOther6Documents with ComplianceCustomersInvoices and Memos(AR invoices and memos)VendorsBills and Adjustments(AP bills and adjustments)Checks and Payments

3、(AP payments)Purchase OrdersSubcontractsChange OrdersProjectsProject TasksProject Transactions7Compliance Documents AttributesAdd your attributes and set their valuesAdd value to the Status attribute and use it for the corresponding compliance documents on a compliance document entryVendor Complianc

4、e Tracking Example9Compliance Documents Entry on a ProjectTwo compliance documents for different vendors added to a project on the Compliance tab of the Project(PM301000)form10Use Case Steps1.Add the following documents to a project:Certificate for a vendor#1(HARDCO)Insurance for a vendor#2(TRANSIT)

5、2.Set up an expiration date for the certificate3.Enter a bill for a vendor#1(HARDCO)Review the certificate shownReview the expired compliance warning11Project Bill Entry for a Vendor with an Expired ComplianceThe Compliance tab of the Bills and Adjustments(AP301000)form:12Compliance Documents Review

6、Compliance By Project ReportCompliance By Vendor ReportLien Waivers Generation14Lien Waiver SetupLien waiver typesConditional lien waiversUnconditional lien waiversPartial lien waivers can be automatically created for an A/P paymentA lien waiver can cover more than oneA/P billCommitmentIt depends on