Optional Steps for Audit Configuration in NetSuite

The following optional steps can enhance your audit configuration in NetSuite:

What Are the Optional Steps?

1. Select Audit Supporters: From the Audit Supporter list, choose individuals to assist the auditor. You can select multiple supporters.

2. Select Subsidiary: Choose a subsidiary relevant to this audit from the Subsidiary list.

3. Select Location: Pick a location associated with the selected subsidiary from the Location list. To view existing locations, navigate to Setup > Company > Locations.

4. Select Department: Choose a department linked with the subsidiary from the Department list. For existing departments, go to Setup > Company > Departments.

5. Select Class: From the Class list, select a class associated with the subsidiary. For existing classes, visit Setup > Company > Classes.

6. Attach Files: If necessary, you can attach files to the audit:

   • Click Choose a File in the Attachments field to select files.
   • Multiple files can be attached, either one by one or in bulk.
   • Click View Attachments to see all attached files after saving the audit.

   Note: Up to 20 files can be attached, with each file not exceeding 10 MB.

7. Get Audit Insights: For insights on your audit, utilize the Audit Summarization feature which employs Generative AI:

   • Create an audit with necessary details and click the Text Enhance button to utilize automatic summarization. You can opt to summarize, clean up, make longer, or make shorter the audit summary texts.

Deleting Attachments

How to Delete Attachments:

To remove one or more attachments from an audit:

1. Click View Attachments to display all files.
2. Select the files you wish to delete.
3. Click Delete to remove the selected files.

Important Reminder: Be cautious when modifying existing prompts in the compliance tools, as this can lead to inconsistencies and issues during future updates.

Key Takeaways

• Optional audit configuration steps enhance flexibility.
• Generative AI can automate and streamline audit summaries.
• Up to 20 attachments can be added, each under 10 MB.
• Managing audit supporters and associated entities is crucial for thorough documentation.