Audit Attachments Management in NetSuite Administration

Managing audit attachments is crucial for maintaining comprehensive records and ensuring compliance in NetSuite. This article outlines the optional steps for adding supporters, locations, and departments, as well as attaching files to audits effectively.

What Are the Optional Steps for Audit Management?

The following steps enhance the audit process by providing administrative flexibility:

1. Select Audit Supporters: From the Audit Supporter list, choose the individuals supporting the auditor for this audit. You can designate multiple supporters for a single audit.

2. Choose a Subsidiary: Select the relevant subsidiary from the Subsidiary list for the audit. This ensures the audit is linked to the correct organizational unit.

3. Select a Location: Pick a location linked to the subsidiary from the Location list. To explore existing locations, navigate to Setup > Company > Locations.

4. Select a Department: From the Department list, choose a department associated with the subsidiary. Look up existing departments under Setup > Company > Departments.

5. Select a Class: Choose a class related to the subsidiary from the Class list. To view the available classes, go to Setup > Company > Classes.

6. Attach Files: To enhance your audit documentation, you can attach files:

   • Click Choose a File in the Attachments field to select files.
   • Multiple files can be attached individually or as a batch.
   • After saving the audit, click View Attachments to see all associated files.

   Note: You can attach up to 20 files per audit, with each file not exceeding 10 MB in size.

7. Get Audit Insights: For comprehensive summaries of your audits, utilize the Audit Summarization feature that leverages Generative AI. This tool automates processing using audit control information, providing structured insights and recommendations.

How to Delete Attachments

Deleting unwanted files is simple:

1. Click View Attachments to display all files linked to the audit.
2. Select the files to delete.
3. Click Delete to remove them permanently.

By following these optional steps and leveraging the Audit Insights feature, you can significantly streamline audit processes while ensuring compliance standards are met in NetSuite.