How to create a 90-day audit report
Purpose of the document
This tutorial will guide you through the process of creating a comprehensive 90 day audit report
Requirements to complete the process
Must have inventory with activity records
The start date of the report cannot be more than 90 days before to the end date.
A 90-day report must be completed on the end-date or it will automatically be changed to an ad-hoc audit report.
To create a 90-day audit report, while in the audit dashboard, select Create Audit.
In Select type, select 90-day audit report.
Select the schedules you wish to include in your report.
Select the time period of the audit; either Beginning of Business (BOB) or Close of Business (COB).
Select the inventory locations you want to include in the audit and hit Create.
Next, enter the Actual Count of each NDC. If the count matches the expected inventory, select Confirm NDCs and enter your PIN.
In the event of a mismatch, hit the Reconcile button, select the applicable option for what occurred, and then select Confirm.
When all NDCs are audited and reconciled, hit Complete Audit and enter your PIN.
By following these steps, you will successfully create a 90-day audit report covering all necessary aspects.