Using the Check Rules Function

To test that your rule configuration works as intended, you can use the [Check Rule] function. This tool will simulate the population of approval levels for orders using the current configuration.

1. 1. Log on to TM Master with a user with access to configure PO settings in the system
2. 2. Click System | Settings | “Order settings” tab | “Approval rules” sub tab.
3. 3. Click the  Check Rules button.
4. 4. You can now set any desired conditions for your simulation
   1. Unit: Will allow you to select any one of the units in the system
   2. WBS: Will allow you to select one of the WBS codes available in the system.
   3. Order type: Will allow you to select any of the order types.
   4. Account: Will allow you to select any of the existing accounts.
   5. Cost code: Will allow you to select any of the cost code available
5. 5. Click the Check Rule button.
   
   
6. 6. All approval levels should be populated when testing (if not there are holes in your matrix).
7. 7. In the column “Rule Name”, you will be able to see what rule was used to find the approver for the level.