Audit records

Dawid Kaczmarek Updated by Dawid Kaczmarek

To work with audits, go to Path: [Accounts payable/Vendor audits] menu.

Figure 21: Vendor audit form

Each vender audit record has a unique Audit-id from a number sequence. The setup for the vendor audit number sequence can be found in [Accounts payable/Setup/Vendor audits/Vendor audit management setup]

Vendor audit information can be setup with several parameters or combination of these. The parameters in field group [AVA coverage] are used to filter the AVA ID's that will be shown and will be included and controlled by the audit.

Only AVA records matching the setup (filter) for the audit and do require audit controll, will be controlled by the audit. This way the same AVA-Id could be controlled by more audits. In that case the AVA record will always have the status matching the last updated audit.

From the example above, a simple setup has been chosen to illustrate a situation where the audit is going to be performed for a manufacturer. We can buy different products from different vendors, produced by this specific manufacturer at a specific manufacturing site.

Vendor audit informationVendor audit information
Audit idIdentification of the audit. To be setup using a number sequence
VendorThe vendor covered by this audit
ManufacturerThe manufacturer covered by this audit
Manufacturing site addressThe manufacturing site address covered by the audit
Country/region of originCountry/region of origin covered by the audit
CustomerCustomer that can be sold to, covered by this audit
End customer countryEnd customer country that can be sold to, covered by this audit
SiteSite where the AVA product is received at
WarehouseWarehouse the AVA product is received at
Item numberItem number covered by this audit
Planned audit dateThe planned date for performing the audit
Actual audit dateThe actual date for performing the audit
Follow-up dateThe date to follow up this audit
Effective dateThe date from where this audit is going to be effective from. This will also control what AVA records are being shown. Only AVA records effective from this date will be shown.
Expiry dateThe date from where this audit is no longer valid. This date will be assigned to all AVA records covered by the audit when approval of the audit is performed. The information can be found on AVA records in the field "Audit expire date". AVA records will not be valid after the Audit expiry date. The audit expire date can be left "blank" if no expiry is wanted.
NoteInternal short/quick note for the audit. The standard D365FO document handling system is also available.
Audit statusInformation of the current audit status, the employee that performed the update and the date time for the update.
Audit scoreInformation of the current audit score, the employee that performed the update and the date time for the update
Audited AVA'sAVA records covered by this audit, based on the selection done in AVA coverage field group + Effective date.
Auditing employeesThe employees working on this audit.
Vendor/Manufacturer contactsThe vendor or manufacturer contacts working on this audit. Contact information must be setup for the vendor account that is being audited.

Information collected during the audit can be attached to the audit, using the standard document handling functionality. This can hold documents, files, questionnaires, photos, and URL-links according to the setup chosen for the document management.

Figure 22: Button for creating/viewing Vendor audit documents

How did we do?

Vendor Audit Management

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