Add a Supplier Audit Record
Note: Supplier Audit Programs must be set up first before a Supplier Audit Record can be created. Click here to access the article on setting up a Supplier Audit Program.
A Supplier Audit Record can be added in three ways. Below are the steps that must be carried out in order to add a Supplier Audit Record. Expand each step below for further explanation.
Option 1: Using the 'Add Record>Add Audit' Button in Supplier Chain Management Module
To manually add a Supplier Audit Record in the Supply Chain Management module, click the 'Add Record>Add Audit’ button. A pop up will appear on screen prompting you to select the Supplier Audit Record Programme to create the Supplier Audit Record from. Using the dropdown, or typing into the box, locate your preferred Supplier Audit Record Programme and click 'Create'. Once created, the Supplier Audit Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigating to Supply Chain Management, Clicking 'Add Record>Add Audit' Button
Image: 'Add Audit' Pop Up Screen
Image: Selecting Supplier Audit Programme from Dropdown
Image: Clicking the 'Create' Button to Generate Blank Supplier Audit Record
Image: Blank Supplier Audit Record
Note: For further explanation on how to complete the Workflow Stages of the Supplier Audit Record, see here.
Option 1 will not result in the Supplier Audit Record being automatically placed in the Actions Tab as an Open Action.
As the Supplier Audit Record raised is not automatically placed in the Actions Tab, the User must click the 'Save' button to place the Supplier Audit Record in the Actions Tab as an Open Action in the Audit Planning workflow stage.
Option 2: Using the 'Add Record>Add Audit' Button in Supplier Master Data Page
To manually add a Supplier Audit Record in the Supplier Master Data page, click the 'Add Record>Add Audit’ button. A pop up will appear on screen prompting you to select the Supplier Audit Record Programme to create the Supplier Audit Record from. Using the dropdown, or typing into the box, locate your preferred Supplier Audit Record Programme and click 'Create'. Once created, the Supplier Audit Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigating to Master Data>Contacts, Selecting the Supplier who the Supplier Audit Record should be Generated
Image: Clicking 'Add Record>Add Audit' Button within Supplier Page
Image: 'Add Audit' Pop Up Screen
Image: Selecting Supplier Audit Programme from Dropdown
Image: Clicking the 'Create' Button to Generate Blank Supplier Audit Record
Image: Blank Supplier Audit Record
Note: For further explanation on how to complete the Workflow Stages of the Supplier Audit Record, see here.
Option 2 will not result in the Supplier Audit Record being automatically placed in the Actions Tab as an Open Action.
As the Supplier Audit Record raised is not automatically placed in the Actions Tab, the User must click the 'Save' button to place the Supplier Audit Record in the Actions Tab as an Open Action in the Audit Planning workflow stage.
Option 3: Using the 'Scheduler' within the Supplier Audit Program
If the Scheduler has been set within the Supplier Audit Program, Supplier Audit Records will open at the frequency selected. Therefore, Supplier Audit Record will be automatically generated by system when the Scheduler frequency has been reached. The Supplier Audit Record can be accessed from the 'Actions' tab of the Supply Chain Management module.
Image: Scheduler Set in Supplier Audit Program
Image: Supplier Audit Record Generating Automatically from Scheduler
Image: Supplier Audit Record in Actions Tab of Supplier Chain Management
Note: For further explanation on how to complete the Workflow Stages of the Supplier Audit Record, see here.
Option 3 will result in the Supplier Audit Record being automatically placed in the Actions Tab as an Open Action in the Audit Planning workflow stage without the User needing to 'Save' the first workflow stage.
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