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
- Choose the icon, enter Purchase Invoices, and then select the related link.
- Open the purchase invoice that you want to test.
- 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.