Entering a New Audit into NetSuite

Step 1: Create a new Audit using the ADV – Compliance Event shortcut on the homepage or typing in “ADV – Compliance Event” in the search bar.

Or

Step 2: Complete the following fields in the Events section.

Sub-Type

Name

• Factory, Type of Audit, Requiring Customer, Year

Vendor

Date

• When you were notified or entering the audit info

Window Start

• When the audit is scheduled or when the audit window of an unannounced audit begins.

Status

• Completed
• In Progress
• On Hold
• Scheduled

Renewal Status

• This drives the “vendor audit in progress” and “vendor audits expiring within 90 days” reminders
• Current – after audit is complete
• Expired – after audit expires
• In Progress – when audit is in the works

Note

• If necessary

Step 3: Complete the following fields in the Details section

Factory Name

• This drives the factory name in the “vendor audits in progress” reminder results.

Requiring Party

• If listed

Requesting Customers(s)

• If different than Requiring Party or necessary information

Audit Company

Audit Membership

Frequency

• If known at the time

Step 4: Click Save

Step 5: Utilize the Drag & Drop feature to upload any documents, emails, etc.