Test New Implementation

For best recognition rates, test your new IDR implementation.

Before You Start

Here are a few things to remember before you begin testing.

Collect invoices for training.

Tip: Ensure that these invoices represent a sample of regularly processed invoices, and cover at least 10 invoices from your top 25 suppliers.
If you use Oracle Cloud Procurement, make sure you‘ve set up your purchase order formats, and create Purchase Orders to use for testing. Keep the line amounts large enough to let you test multiple invoices.
Set up the suppliers, sites, and site assignments, ensuring that the supplier addresses match the addresses on their invoices.

Note: Any updates to purchase order formats, suppliers, and supplier sites take 24 hours to sync to IDR.

To test your new IDR implementation:

Enable IDR 24 hours before testing begins. To do so, navigate to Setup and Maintenance > Financials > Payables > Manage Intelligent Recognition Options and click Save.
Use the Invoice Document Recognition Tracking Report to track the status of IDR processed invoices. To run the report, navigate to Tools > Scheduled Processes and then click Schedule New Process. Then search for Invoice Document Recognition Tracking Report.
If you're testing the same invoice repeatedly, change the invoice 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. These corrections activate learning. 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.