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Function documentationMaster Agreement Audits Locate this document in the navigation structure

 

An audit is an analysis of a master agreement to determine whether the supplier is following conditions such as delivery time and method, charged price, quality, and so on.

On the Master Agreement Audits tab, you can add and edit an audit.

Prerequisites

This page must have been enabled in the master agreement type.

Features

Field Help for Master Agreement Audits

Evaluation Criteria: Enter the criteria used to evaluate this master agreement during an audit.

Audit History: Choose Add to add an audit to the master agreement. Complete the fields in the Audit Detail dialog box and choose OK

Field Help for Master Agreements Audit Detail Dialog Box

Function

Description

Audit

Enter a name for the audit. This is a required field.

Due Date

Enter or choose the Calendar icon to select the date the audit is due. This is a required field.

Publish to Calendar

Check this box to publish this date to the Calendar channel on the Workbench.

Audit Date

Enter or choose the Calendar icon to select the date the audit was performed. If this date is set, the due date will not be published to the Calendar channel.

Audit Comments

Enter any comments associated with the audit.

Audit File

Choose the Lookup icon to choose a file to attach to the audit.

Expected Auditor

Indicates the user who is expected to perform this audit. By default, this is the document owner. Choose the Lookup icon to choose another user.

Audited By

Indicates the person who performed the audit. This attribute is set when the Audit Date field is set, indicating that the audit has been performed.

Activities

Adding a Master Agreement Audit

  1. On the Audits page, type the Evaluation Criteria for the audit.

  2. Under Audit History, choose Add.

  3. In the Audit Detail dialog box, fill in the fields for the audit.

  4. Choose OK.

  5. Save your entries.

You can edit a master agreement audit after it is added.