Skip to main content
Version: Current

FAQ: Why aren't my default coding rules applying?

If you've configured Default Coding on Suppliers, Items, User Profiles, or Inboxes, but the expected fields aren't being automatically populated on documents, here are the common reasons:

  1. Field Already Populated: This is the most frequent reason. Default coding rules do not overwrite fields that already have a value. If the field was filled during data extraction (OCR/LLM), by a Keyword Coding rule, or by an earlier default rule (e.g., Item default applied before Supplier default), the subsequent default will be skipped for that specific field.
  2. Source Record Not Linked: Zudello couldn't automatically link the document/line to the correct Supplier, Item, or Employee record where the default is configured. If the source isn't linked, its defaults cannot be applied. Troubleshoot the linking first (Supplier/Item Not Matching).
  3. Incorrect Default Configuration: The default rule itself wasn't set up correctly or saved on the source record (Supplier, Item, User Profile, Inbox). Double-check the configuration.
  4. Order of Operations: Defaults apply in a specific sequence (User/Inbox -> Allocations -> Item -> Supplier/Customer). An earlier default might populate a field, preventing a later one (e.g., Item default for Account prevents Supplier default for Account).
  5. Incorrect Scope (M2M Defaults): For defaults set per Module/Submodule (e.g., default Account for Purchasing Invoices on a Supplier), ensure the rule matches the document's actual Module/Submodule.
  6. Dependencies: A Data Dependency might prevent the default value if it's not valid based on another field already set (e.g., default Account isn't allowed for the selected Department).
  7. Inactive Default Value: The specific dimension value set as the default (e.g., the Account Code itself) might be inactive in Zudello Settings.
  8. Upload Method (User/Inbox Defaults): User/Inbox defaults for Subsidiary/Location typically only apply to manually uploaded documents, not emailed ones (where Inbox defaults take precedence).

What to Do:

  1. Verify Linking: Ensure the correct Supplier/Item is linked to the document/line.
  2. Check Target Field: Is the field you expect to be defaulted already filled?
  3. Verify Default Config: Double-check the default setting on the source record (Supplier, Item, User, Inbox).
  4. Apply Trained Rules: Use the Apply Trained Rules action on the document to re-run Enrichment with the latest defaults.

Note: This FAQ contains the detailed troubleshooting guide for default coding issues.