View Test Reports Before Posting

When you are ready to post a document, such as an order, invoice, or a CR/Adj note, you can test the document to ensure that no issues exist that will block the posting.


The following procedure is about testing before posting a purchase document. The functionality works in the same way for sales documents.

To print a test report before posting a purchase invoice

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Purchase Invoices, and then select the related link.
  2. Open the purchase invoice that you want to test.
  3. Choose the Test Report action.

All parts of the purchase invoice are tested, and the result is presented in a report. If the report indicates any errors or missing information, then you must correct the problem before posting the purchase invoice.

See Also

Posting Documents and Journals
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