Users can troubleshoot and test routing behavior of specific accounting codes, within a defined ruleset. To ensure they route to the correct approval chain.

Procedure to Test Rules

1. Access Rulesets: Go to the Administration module > select Approvals > click the Rulesets tab.

2. View Rules: Click the desired ruleset name. To view the list of all account code rules under that ruleset and the corresponding approval chain, each is set to route to.

3. Initiate Test: Go to More Actions > select Test Rules.

4. Enter Data: Enter the accounting information you desire to test into the appropriate fields.

5. Run Test: Select Test . The Rule field that populates below will outline which rule within the ruleset the account code(s) are routing to.

5. Test Another: To test another rule, select Clear Account Code and repeat the process.

Important Note on Rule Execution: Rules are executed from the top down, searching for the first match. You must ensure that specific matches are positioned before generic ones to guarantee correct routing.

What's Next/Related

• Approval Rulesets (Account Code Approval Rules)

• You can also watch a short video on this process: