Run audit tests

In the Select and Run Audit Tests module the actual analyses are run using the audit tests contained in the Analytics P2P app.

Note:

It is recommended that you always open this module from within the app workflow by clicking the Run audit tests step. This ensures that only the audit tests relevant to you are displayed and that you can get the most out of the app. If you open this module via the SmartAnalyzer ribbon instead, the audit tests from all the apps you have imported are shown.

Display audit tests

The Audit Test Navigator in the left area of the module contains the Analytics P2P folder and its subfolders:

The Profiling folder contains an audit test that allows you to easily gain a quick overview of the transaction data you have imported and prepared with the Standard Import Routine. For example, you can see at a glance all countries receiving payments or get an insight into which company codes occur in the data.

Note:
In order to get a first impression of the available data before you get started with your further analyses, it is recommended that you always run this audit test before all others.
In the Data category folder the audit tests are organized into the categories Master data, Transaction data and Change data.
Another, more granular way of presentation is provided by the Subprocesses folder. In this folder the audit tests are further categorized by the areas they cover, for example, bank or creditor master data, invoices, payments and other categories.

Note:

Since the Data category and Subprocesses folders and their respective subfolders merely provide different views, some audit tests may be accessible from several folders. However, these are always the same audit tests, even though they are displayed in different folders, which means that there is only one copy of each audit test included in the app.

The audit tests in the folder currently selected in the Audit Test Navigator and their current statuses are shown in the audit grid on the right.

Select and run audit tests

To run an audit test proceed as follows:

Select the audit test you want to run by clicking the checkbox in front of the audit test in the audit grid.
Check the status of the audit test:

If you have run the data import and data preparation using a Standard Import Routine, most audit tests will already have been assigned the and the Tagged column will show “Yes”. In some cases, however, it may be necessary or useful to adjust the tagging manually. For more information on tagging refer to the SmartAnalyzer help.

Note:
Some audit tests require more than one assigned database or allow an additional assigned database. To run audit tests with several assigned databases, you must make sure that all assigned databases are located in the same audit folder. For this requirement to be met, it is highly recommended that you import and prepare your data via the Standard Import Routine integrated into the app.
Audit tests with the statuses “Optional” or “Required” in the Input column have an additional to enter optional or required input parameters.

In the Description window below the list of audit tests click the Audit Objectives tab. There you will find a description of the objective and the audit methodology of the audit test. Click the Hints tab to learn more about the assigned database(s) expected, optional or required input parameters or the result databases of the selected audit test.
If required, click the link in the Input column in the audit grid to open the parameter dialog of the audit test and define the input parameters.

Note:
Some parameter dialogs have input fields where you can enter any value. A tooltip will inform you when the maximum limit allowed is reached.

To avoid restrictions when running the audit test you should not exceed this limit.
If you load your parameters for the audit test from an existing parameter file via the Load entry in the Parameters group in the ribbon of the Select and Run Audit Tests module and then run the audit tests immediately after, the parameters may not be displayed in the report that you can create in the next workflow step Analyze audit test results.

Therefore, if you have loaded parameters from a parameter file, please make sure to reopen the parameter dialogs for the individual audit tests and confirm with OK before you run the audit tests.
If all requirements for running the audit test are met, this is indicated by a blue arrow in the Status column.
Click the blue arrow to run the audit test. To run all audit tests that are ready, click Select All with 'Ready' Status in the Audit Tests group of the Select and Run Audit Tests module and then click Run.

When the audit test runs are completed, the created results and the number of records they contain are displayed in the Results window. You can display a preview of each result by clicking the result name.

To display a result in IDEA and analyze it further, go to the next workflow step Analyze audit test results.

For more information on the Select and Run Audit Tests module, see the SmartAnalyzer help.

After running all required audit tests close the Select and Run Audit Tests module. You will return to the app workflow and can now continue with the next step Analyze audit test results.

Next step: Analyze audit test results