Creating supplier compliance templates

  1. From the menu, select Basics > Supplier Compliance Template.
  2. Click New.
  3. Specify this information:
    Code
    Specify a code for the supplier compliance template.
    Name
    Specify a name for the supplier compliance template.
    Description
    Optionally, provide a description for the supplier compliance template.
    Compliance Type
    Select a compliance type from the list. Compliance types are a generic lookup type and can be defined in Generic Lookup.
    Compliance Standard
    Specify a compliance standard as the basis for this supplier compliance template.
    Version No
    Specify the version number of the compliance standard.
    Status
    Select a status from the list.
    Interval
    Specify an interval value.
    Alert
    Specify an alert value.
    Notes
    Provide notes for the supplier compliance template.
  4. To add compliance tests, click Add New Row.
  5. Specify this information:
    Priority
    Specify the priority of the test.
    • When a standard is added to a product, Default tests are initially included on the Compliance tab, together with Mandatory tests, but they can be edited and removed.
    • Mandatory tests must be on every product that uses the standard and will be locked on the Compliance tab. Deleting mandatory tests will also delete the entire standard where the mandatory test is included.
    • Optional tests are editable and can be removed from the standard.
    Compliance Category
    Select a compliance category. Compliance categories are a generic lookup type and can be defined in Generic Lookup.
    Compliance Name
    Specify a name for the test.
  6. Click Save.