Compliance Overview for Main Contractors

The Oracle Textura Payment Management (TPM) system facilitates the exchange of documents and information between Main Contractors, Subcontractors, Material Suppliers, Owners/Developers, and other participants in the construction process. A Compliance Manager tracks compliance on projects.

Document Compliance

Main Contractors set up document requirements to track the submission of legal documents. Document requirements provide a view of Subcontractor and Sub-Tier compliance. Main Contractors can choose to apply automatic holds on Subcontractors who are not in compliance.

Set Up Document Requirements

Choose the documents Subcontractors must submit.

See Set Up Compliance Document Requirements.

Standard Legal Document Requirements: Monitor documents that are submitted once for a project or documents that expire.
See Creating Standard Legal Document Requirements.
Periodic Legal Document Requirements: Monitor documents that are submitted on a schedule. These are documents that must be submitted on a daily, weekly, monthly, or per period basis.
See Creating Periodic Legal Document Requirements.
Conditional Legal Document Requirements: Monitor documents that are submitted each time a subcontract meets a preset condition.
See Creating Conditional Legal Document Requirements.

Note: The document will have a Not Tracking status until a condition is met.

Update Legal Document Status

Track and update dates documents are submitted.

See Edit Document Status.

VAT Invoice Tracking

Choose the VAT Invoice settings on the Project Settings page during project setup. Track VAT Invoices from the Compliance menu at the top of any project page.

See Choose Project Settings and Project Home for Main Contractors.

Set Up VAT Invoice Requirements

Select the VAT Invoices Subcontractors should submit for a project and determine when the VAT Invoices must be signed.

VAT Invoice documents: Identify the documents Subcontractors must submit
See Choose Project Settings.
VAT Invoice Signature Timing: Identify the deadline for signing a VAT Invoice
See Choose Project Settings.
Sub-Tier Status: Invite VAT Invoice Only Sub-Tiers
See Updating VAT Invoice Status.

Note: VAT Invoice compliance for on-system Subcontractors is updated automatically. Off-system Subcontractors must be updated manually.

Track VAT Invoice Compliance

Use actions from the Compliance menu at the top of any project page to track VAT Invoices.

View VAT Invoice Status
See Add Sub-Tier for Subcontractors.
Edit VAT Invoice Status
See Add Sub-Tier for Main Contractors.

Other VAT Invoice Compliance Actions

Review VAT Invoices
See Manage VAT Invoices for Main Contractors.
Manage VAT Invoice Payment Holds
See VAT Invoice Payment Hold Overview.

Next: View Document Status for Main Contractors