The Request New Compliance function allows users to initiate an additional compliance review or screening for a supplier that already exists in the supplier management system.

Purpose

Use this function when:

• A new compliance requirement has been introduced.
• A supplier's compliance documentation has expired.
• A periodic rescreening is required.
• Additional due diligence is needed because of changes in supplier risk, ownership, location, or business activities.
• Regulatory requirements mandate a new compliance review.

Request New Compliance to Individual Supplier

1. Go to the Administration module.
2. Select Suppliers
3. Utilize the Search field, to locate the desired supplier.
4. Click the box applicable to the supplier and select Actions.
5. Click Request Compliances.

6. Under the Compliance Requirements header, users can add additional compliances the individual supplier must complete during registration.

   • Filter Compliance Classification field: Select the dropdown, to choose the desired compliance classification from the pre-defined list.

   • Select Compliance Type field: Click the dropdown, to choose the applicable compliance type from the pre-defined list.

7. Once completed, select Add Compliance. The option will be added to the Compliance listing and select the Mandatory box. 

Note: If there are greyed out compliances in the listing, they cannot be edited. As these compliances has been configured by the community, on the Onboarding tab.

8. Click Send Request. This action triggers an email notification to the supplier, to complete the required compliance item(s).

Bulk Request New Compliance to Multiple Suppliers

1. Go to the Administration module.
2. Select Suppliers
3. Utilize the Search field, to locate the desired suppliers.
4. Click the box applicable to the suppliers and select Actions.
5. Click Request Compliances.

6. Under the Compliance Requirements header, users can add additional compliances the individual supplier must complete during registration.

   • Filter Compliance Classification field: Select the dropdown, to choose the desired compliance classification from the pre-defined list.

   • Select Compliance Type field: Click the dropdown, to choose the applicable compliance type from the pre-defined list.

7. Once completed, select Add Compliance. The option will be added to the Compliance listing and select the Mandatory box. 

Note: If there are greyed out compliances in the listing, they cannot be edited. As these compliances has been configured by the community, on the Onboarding tab.

8. Click Send Request. This action triggers an email notification to the suppliers, to complete the required compliance item(s).