Version: Current

FAQ: What happens when I click "Apply Trained Rules"?

The Apply Trained Rules action (found under the More Actions (...) menu on a document) essentially tells Zudello to re-run its automatic coding and linking logic (the Enrichment process) for that specific document.

When you click "Apply Trained Rules", Zudello performs the following:

Re-evaluates Linking: It attempts again to link the document to relevant records:
- Supplier/Customer: Based on extracted Tax Number, Email, Phone, Name, and learned Alternatives.
- Items: For each line, based on extracted SKU, Barcode, Description keywords, and learned Item Alternatives (considering the linked Supplier).
- Allocations: (If applicable) Attempts to automatically match the document to related POs or Receipts based on configured rules.
Re-applies Defaults: It populates empty coding fields based on the currently linked records (Supplier, Customer, Item, User, Inbox) and their configured default values (Account, Tax Rate, Dimensions, etc.). Note: It generally does not overwrite fields that already have values.
Re-applies Settings: It applies settings from linked records (e.g., Supplier's "Consolidate Lines" or "Tax Included" setting, Item's "Treat as Freight" setting).
Re-runs Keyword Coding: It checks the document fields against configured Keyword Coding rules.
Re-calculates: It recalculates line totals, header totals, tax amounts, and local currency values based on the potentially updated data and settings.
Re-validates: It runs all configured validation extensions again.

Why Use It?

You typically use "Apply Trained Rules" when:

You've updated default coding or settings on a Supplier or Item record after a document was already processed, and you want the document to reflect the new defaults.
You've manually linked the correct Supplier/Customer or Item and want to trigger the application of its associated defaults.
You've created or updated an Alternative (Supplier, Customer, or Item) and want to see if it now correctly links the document.
You suspect an initial Enrichment step failed or produced an odd result and want to retry the automated logic.

It's essentially a way to force a refresh of Zudello's automated processing logic on an existing document without needing to re-upload it.