Compliance items that are specific to the contract for instances with multiple contracts assigned to one vendor under one project

Daniel Traynor (Trimble Pay)

At this time a compliance requirement can be applied at the vendor level, across all contracts and projects that vendor has within the entire system, by going to the Vendors tab and adding a compliance requirement there. OR, a compliance requirement can be applied within a specific project.

When applied within a specific project, it can be applied to all vendors within that project, or it can be applied to a particular vendor within that project. This assumes a particular vendor only appears once within a project.

So, technically, there are no compliance requirements at the level of the individual contract. In most cases, applying the compliance requirement to the vendor within the project is indistinguishable from applying it to the contract; but if you have multiple contracts with the same vendor within the same project, then you might bump into this very issue.

For now a work-around would be to create additional compliance items that can be assigned at the project level to vendors with multiple contracts. Eg:

"COI for Subcontract ABC"
"COI for Subcontract XYZ"

Though they might still be upset if they are precluded from billing on Contract A because of a missing or expired requirement on Contract B.

Compliance items that are specific to the contract for instances with multiple contracts assigned to one vendor under one project could be submitted as an idea here: https://trimblepay.ideas.aha.io/ideas/new

Our product team reviews all suggestions and requests passed through the Aha Ideas board.