Compliance Documents: To Configure Attributes for Compliance Documents

This activity will walk you through the process of specifying custom attributes for compliance documents.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the ToadGreen company needs to keep track of the insurance documents and certificates in the system. Acting as a ToadGreen system administrator, you need to specify the values for the custom attributes of the Insurance, Certificate, and Status compliance type, so that users can specify their values for the compliance documents.

Configuration Overview

For the purposes of this activity, the Construction feature has been enabled in the Projects group of features on the Enable/Disable Features (CS100000) form.

Process Overview

You will specify the values for the custom attributes on the Compliance Preferences (CL301000) form.

System Preparation

Launch the MYOB Acumatica website, and sign in as a system administrator by using the gibbs username and the 123 password.

Step: Configuring Document Categories and Statuses

To perform configuration, do the following:

  1. Open the Compliance Preferences (CL301000) form.
  2. On the Custom Attributes tab, in the Attribute box, select Insurance to specify the possible types for the insurance documents.
  3. In the table, add five rows (by clicking Add Row on the table toolbar for each), and specify the following values in the Value column of each row:
    • General Liability Coverage
    • Worker's Compensation Insurance
    • Commercial Automotive Insurance
    • Surety Bonds
    • Asset Protection
  4. In the Attribute box, select Certificate to specify the possible types for the certificate documents.
  5. In the table, add five rows, and specify the following values in the Value column of each row:
    • Safety Certification
    • Hazardous Materials Certification
    • Occupational Safety and Health Administration (OHSA)
    • Project Management Institute (PMI)
    • Leadership in Energy & Environmental Design (LEED)
  6. In the Attribute box, select Status to specify the possible statuses for all compliance documents.
  7. In the table, add two rows, and specify the following values in the Value column of each row:
    • Valid
    • Expired
  8. Save your changes.

You have configured the types of compliance documents and defined the applicable statuses for them.