Hi,
Is it possible that Compliance is shown at the subcontract level only rather than at a vendor/projects level? We don’t want warnings displaying for expired compliance when users have a project or vendor screen open
We want the warnings to display on the Process Payments/Checks screen if there is compliance expired on any of the lines on ScreenId=AP505000 for example beside the Vendor field
Best answer by Steve Milner
@Garbhanm4 Worth pinning down what your users are actually seeing first. On the Vendor screen (AP303000) and the Project screen (PM301000) there is no expired-compliance warning on the record itself. The only compliance UI on those two screens is the Compliance tab, and the warning sits on the Expiration Date cell of the expired row. Nothing pops at a user just for opening a vendor.
The "Expired Compliance." warning beside a Vendor field lives on documents, not on the vendor record. It fires on Subcontracts (SC301000), POs, Bills and Adjustments (AP301000), and Checks and Payments (AP302000). It's vendor-wide, so any expired document for that vendor lights it up no matter which subcontract it belongs to.
There's no setup flag for any of it. It all switches on with the Construction feature. If you want it off the vendor and project screens, revoke the Compliance tab in Access Rights by Screen (SM201020) for those roles. That hides it for everyone in the role, so check who else uses it first.
AP505000 has nothing compliance-related in it at all. Open the payment on AP302000 though, and the Vendor field already carries the warning you're after. Getting it into the AP505000 grid is a customization.
+6@Garbhanm4 Worth pinning down what your users are actually seeing first. On the Vendor screen (AP303000) and the Project screen (PM301000) there is no expired-compliance warning on the record itself. The only compliance UI on those two screens is the Compliance tab, and the warning sits on the Expiration Date cell of the expired row. Nothing pops at a user just for opening a vendor.
The "Expired Compliance." warning beside a Vendor field lives on documents, not on the vendor record. It fires on Subcontracts (SC301000), POs, Bills and Adjustments (AP301000), and Checks and Payments (AP302000). It's vendor-wide, so any expired document for that vendor lights it up no matter which subcontract it belongs to.
There's no setup flag for any of it. It all switches on with the Construction feature. If you want it off the vendor and project screens, revoke the Compliance tab in Access Rights by Screen (SM201020) for those roles. That hides it for everyone in the role, so check who else uses it first.
AP505000 has nothing compliance-related in it at all. Open the payment on AP302000 though, and the Vendor field already carries the warning you're after. Getting it into the AP505000 grid is a customization.
So to get it into the AP505000 grid I’d need to somehow tie in the Compliance Document table to the AP505000 GI?
That vendor expired compliance warning displays if there’s any Compliance Document expired on the vendor also - we would only want it if it’s a document related to that payment that is expired
+6@Garbhanm4 AP505000 isn't a GI, so there's nothing there to join the table to. Its grid is built in code, and getting a warning beside the Vendor on those lines means a developer customization on that screen. The warning you already get on AP302000 comes from that same kind of code, so whoever builds it has a working pattern to follow.
A GI in a side panel on AP505000 won't work either. Side panels aren't supported on processing screens, which Acumatica confirmed in this thread: https://community.acumatica.com/develop-customizations-288/can-we-add-side-panel-for-processing-screens-5503
If you'd rather skip code, build your own GI and have your users check it before they process. Add APPayment and ComplianceDocument, join them on VendorID, and set two conditions: Status equals Pending Print, and Expiration Date is less than @Today. That's the same expiration test the system uses for the warning, so the GI flags the same payments the warning would.
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