FAQ: What are Business Rules?

In Zudello, Business Rules is a broad term encompassing various configuration features that allow you to automate processes, enforce policies, and ensure data consistency based on your organisation's specific requirements.

Instead of a single "Business Rules" screen, these rules are configured across different areas of Zudello Settings:

1. Default Coding: Rules set on Supplier, Customer, Item, User, or Inbox records to automatically populate coding fields on transactions.

   • See: Supplier Default Coding, Item Default Coding, FAQ: Default Coding

2. Keyword Coding Rules: Rules that apply coding based on keywords found in specific document fields.

   • See: Keyword Coding Rules, FAQ: Keyword Coding Rules

3. Data Dependencies: Rules that link dimension fields together to filter dropdown options based on previous selections.

   • See: Data Dependencies, FAQ: Data Dependencies

4. Validation Extensions: Configurable checks enabled on Document Types to validate data (e.g., totals match, notes required, ABN valid, bank details match, no new contacts/items allowed).

5. Automation Sentences: Powerful "If This, Then That" rules triggered by events (status changes, submissions, etc.) that perform actions (set status, get approval, set field, send email, run integration). These are the most flexible way to implement complex business logic and workflows.

6. Settings on Records: Specific toggles on Supplier or Item records that modify behaviour (e.g., Consolidate Lines, Treat as Freight, Remove Lines).
   • See: FAQ: Consolidate Lines, FAQ: Item Settings

Essentially, "Business Rules" in Zudello refers to the collection of these configurable features that allow administrators to tailor the platform's behaviour to match their operational processes and policies.