[PO] Compliance

PO Compliance Procedure

Objective

This SOP outlines the steps to ensure compliance for purchase orders by selecting and verifying compliance codes.

Key Steps

1. Access PO Compliance Form 0:00

• Navigate to the Purchase Order Programs section.

• Open the PO Compliance form.

2. Select Purchase Order 0:09

• At the top of the form, choose the purchase order you wish to add a compliance code for.

• If unsure, you can leave it as the default selection.

3. Choose Compliance Code 0:20

• Select the appropriate compliance code from the dropdown menu.

4. Select Supplier 0:29

• Choose the relevant supplier associated with the purchase order.

5. Verify Compliance 0:29

• Ensure that the compliance code needs to be verified.

• Check the box indicating that it is complied.

6. Save Changes 0:46

• Click the save button to store the compliance information.

• You can add multiple compliance codes if necessary.

7. Confirm Compliance 0:56

• After saving, ensure that the compliance status is updated.

• This confirms that the purchase order meets compliance requirements.

Cautionary Notes

• Always double-check the selected compliance code to ensure it matches the requirements.

• Ensure that all necessary fields are filled out before saving to avoid errors.

Tips for Efficiency

• Familiarize yourself with the common compliance codes to speed up the selection process.

• Regularly review and update compliance codes to ensure they are current and relevant.

Link to Loom

https://loom.com/share/6680facfddcb4d08813e2e3de70bf996