What does Run Test button do in Sub-Ledger Job Runner

The “Run Test” button in the Sub-Ledger Job Runner is a simulation and validation tool that allows you to preview the email generation process without actually dispatching any messages.
It’s used to verify which accounts will receive balance confirmation emails, what attachments will be generated and whether all configurations (such as email IDs, templates, and filters) are correct.

What It Actually Does

When you click Run Test:

1. All active filters (date range, group, GL, purpose, branch, etc.) are applied exactly as they would be in a live run.

2. The system goes through the same logic used by:

   • Manual “Run Job” executions, and

   • Automated runs triggered by Ruaa or scheduled CRM tasks.

3. It checks:

   • Which accounts qualify for email generation.

   • Whether valid and verified email addresses are available.

   • Whether account statements can be generated successfully as PDF attachments.

   • Whether the template for the balance confirmation email has required placeholders and parameters.

4. Instead of sending actual emails, it produces a detailed test log showing:

   • Account names.

   • Email addresses that would be used.

   • File names and statement periods.

   • Any missing or invalid contact information.

   • Any skipped records with the reason (e.g. “No verified email address,” “Statement not available,” “Account inactive,” etc.).

Why It’s Important

• Prevents accidental mass emailing due to wrong filters or mapping.

• Lets you verify target recipients before actual dispatch.

• Highlights missing configurations (like customers without primary email, inactive accounts, etc.).

• Ensures automation consistency, since Ruaa and CRM Scheduled Tasks use exactly the same backend logic.
  Running a test manually guarantees the automated job will behave identically.

Best Practice

Always run “Run Test” before:

• Changing filters (period, group, or purpose).

• Running the job for the first time after new configuration.

• Scheduling or enabling automatic dispatch via Ruaa or CRM.

It’s the final pre-flight check that ensures the system will send exactly what you expect to the right recipients, whether manually or automatically.