Testing the Action Board

If you would like to test the Action Board payment process in a test environment or even a single test company, but you want to avoid actually generating any transactions, you can do so by designating your companies as test companies. By doing this, you render all the checks and EFTs generated by the testing processes to be unusable.

• Checks will print without a MICR line or signatures
• EFT files will be in a test format that is not usable by the bank.

Note that this option is provided for testing and learning, but it is not required for implementation.

1. Open the Action Board Setup window (Mekorma Area Page > Setup > System > Action Board Setup).

2. Mark the box in the column labeled Test Company.

3. Click OK.

The following companies will always be marked as test companies in both production and test environments:

• Microsoft Dynamics GP sample company, Fabrikam, Inc.
• Companies with ‘‘ in the name
• Companies with ‘‘ in the name