Test Existing Implementation
Test your existing IDR implementation on regular intervals to ensure the best recognition rates. Regular testing also keeps IDR aware of updated supplier and purchase orders.
Before You Start
Here are a few things to remember before you begin testing.
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To ensure that you have the most recent suppliers and purchase orders on your test platform, request a P2T (Production-to-Test) environment refresh. Refer to Oracle Applications Cloud Service Definition - Environment Refresh (Doc ID 2015788.1) for instructions.
Note: A P2T refresh request can take up to 3 weeks to complete. -
Collect invoices for training.
Tip: Ensure that these invoices represent a sample of regularly processed invoices, and cover at least 5 invoices from your top 25 suppliers.
How to Test
To test your existing IDR implementation:
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Enable IDR 24 hours before testing begins. To do so, navigate to and click Save.
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Use the Invoice Document Recognition Tracking Report to track the status of IDR processed invoices. To run the report, navigate to and then click Schedule New Process. Then search for Invoice Document Recognition Tracking Report.
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If you're testing the same invoice repeatedly, change the invoice account number in Payables to avoid duplicate invoice number errors.
Warning: Oracle recommends that you don't repeat an invoice during testing. You should only test with as many unique invoices as possible. -
Choose at least 25 suppliers and process 2-3 invoices for each of these suppliers. Make appropriate corrections where IDR didn't recognize the correct value. IDR learns from these corrections. Then retest with another 2-3 invoices from the same suppliers to ensure that you achieve satisfactory recognition rates.
After you're satisfied with your testing results, you can move to production.