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Step 3: Test the DOA Configuration

After modifying your DOA dataset, always test the changes thoroughly to confirm that documents route for approval correctly based on the new rules.

Steps:

  1. Prepare Test Scenarios: Identify different scenarios based on the rules you added or changed. Consider:
    • Documents just below, at, and just above the financial limits you set.
    • Documents matching the specific dimension combinations you configured (e.g., specific Department and Location).
    • Documents that should not match a specific rule (to test wildcards or exclusion).
  2. Create or Upload Test Documents:
    • Create new draft documents (e.g., Requisitions, POs, Invoices) or upload test documents that fit your scenarios.
    • Ensure the test documents have the relevant financial amounts and are coded with the dimension values needed to trigger the rules you want to test.
  3. Submit Test Documents: Click Save and Submit on your test documents to send them into the workflow.
  4. Observe Approval Flow:
    • Open the submitted test documents (they should now be in Approval status).
    • Examine the Approval Flow section at the top left.
    • Verify that the correct Step Name appears based on your DOA rules.
    • Confirm that the correct User or User Group is assigned as the approver for that step.
    • Check that documents exceeding limits are correctly routing to higher approval steps/groups if configured.
  5. Adjust Rules (If Necessary): If documents are not routing as expected, go back to the DOA dataset (Step 2), correct the rules, and re-test.

What Happens Next?

Once you have confirmed that approvals are routing correctly according to your updated DOA rules, the configuration is complete.

End of Tutorial

You have successfully configured and tested basic approval routing using the DOA dataset! Remember to review and update these rules periodically as your organisation changes.

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