How This Workflow Works
This workflow supports internal audits by independently analyzing purchasing and supplier data, applying adjustable spending limits, and highlighting departments or suppliers that exceed those limits. It delivers a data application where users can review, visualize, and export audit results for further action.
Key Features:
- Identify departments and suppliers that exceed defined spending thresholds.
- Generate and download detailed audit reports for departments and suppliers.
- Visualize spending patterns and key metrics for quick insight.
- Enable flexible, standards-based auditing with adjustable limits.
Step-by-step:
1. Analyze Department and Supplier Spending:
The workflow aggregates purchasing data by department and supplier, calculating total and maximum spending. It compares these figures against predefined limits to flag any departments or suppliers that exceed their thresholds.
2. Apply Audit Rules and Classify Results:
Audit logic is applied to classify each department and supplier as compliant or non-compliant based on spending limits. The process uses rule-based checks to determine which entities require further review.
3. Generate and Export Audit Reports:
For departments or suppliers identified as exceeding limits, the workflow generates detailed reports. Users can export these reports in Excel or PDF format, supporting both individual and batch reporting needs.
4. Visualize and Share Insights:
The workflow presents key findings through interactive charts and tables, such as bar and pie charts showing expenditure by department or supplier. Users can browse, filter, and download visual summaries to support decision-making and communication.