Vendor Audit Report
Vendor Audit Report
The Vendor Audit Report allows you to define an "audit cycle/frequency" for Vendors and provide alerts when such objects are due for audit/review.
To view the Vendor Audit Report, select the Vendor Audit Report link from the Vendor/Supplier Reports section or object specific section of the Home Page.
The Vendor Audit Report contains the following key areas:
The report contains an Options pane that allows you to select which objects and states to include in the report. You can display and hide the Options pane by selecting the Options/Menu button.
The Audit Report depends on 2 key attributes assigned to Vendors and/or Items.
|Last Audit Date
|A date/time attribute that defines the last time the object was reviewed/audited
|Frequency (in number of days) that the object is to be reviewed/audited
The report allows you to dynamically assign which attributes should be used for each object.
To assign the Audit fields, click the Select icon in the field area.
From the field select panel, select the desired attribute from the drop list.
You can include additional fields in the report by assigning fields in the Report Fields area.
To add a report field, click the Add Field button.
This will invoke the Field Select dialog box. You can select the desired field and then click the Add Field button.
To remove additional fields from the report, click the Remove icon in the field area.
The Options pane provides the following report option:
If this option is checked, the report will include items where the Audit Fields have not been assigned.
The filter provides the following options.
|All Active Items
|Displays all items/vendors regardless of the audit status
|Items Overdue for Audit
|Displays only the items/vendors that are overdue for audit
|Items Requiring Audit
|Displays items/vendors that will be due for audit in the defined timeline
|Recently Audited Items
|Displays items/vendors that were recently audited in the defined timeline
The report allows you to include specific field values to filter the report results.
The report output includes the following fields:
|Description of the vendor
|Date value assigned to Last Audit field
|Numeric value (number of days) assigned to Audit Frequency field
|Number of days since the last audit
|Date of the next audit
|Next Audit (Days)
|Number of days until the next audit
The report also contains a column that will indicate the object type/icon.
You can sort any field by clicking the header title. A sort indicator will appear.
The report results will contain hyperlinks to launch the reported objects directly.
You can export the results by clicking the Save/Export toolbar button.
From the Export Report panel, you can select the output format and file name.
Once the format and file have been specified, click the Save/Export Results button to create the report.
If the file is created successfully, the download link will be available. To view the report, click the download link.
The report toolbar will display the following information.
If the total number of returned records exceeds the number of results per page, the report will display a paging control.
You can navigate the results pages by clicking a specific page number or by using the Previous and Next buttons.