Skip to main content
Version: Current

Configuring "Validate No New Line Items" Rule

Maintain data consistency and prevent duplicate item creation by requiring users to select existing items when coding documents. This guide explains how to enable the "Validate No New Line Items" rule.

Best practices​

  • Ensure your item catalogue in Zudello or your ERP is accurate and up-to-date.
  • Communicate this requirement clearly to users who code documents.
  • Regularly review items created outside of Zudello to ensure they are added correctly.

Understanding the Validation​

The "Validate No New Line Items" extension checks each line item on a document before submission. It verifies that each line has been linked to an existing item record in Zudello (i.e., the item_uuid field is populated, usually by selecting an item from the sku dropdown).

If any line item lacks a linked item record, Zudello will:

  1. Display a validation error message upon saving.
  2. Prevent the user from submitting the document until all lines are linked to existing items.

This rule is particularly useful for organisations that manage their item master data centrally (e.g., in an ERP) and want to prevent users from creating new, potentially duplicate, items directly within Zudello transaction screens.

Enabling the Validation​

This validation rule is configured per Document Type:

  1. Navigate to Settings via the company menu.
  2. Click Document Types in the left sidebar.
  3. Select the Document Type you want to enforce this rule on (e.g., Purchase Invoice, Purchase Order).
  4. Click Edit.
  5. Ensure the Items section and the sku field within it are enabled on the Form tab. This rule relies on users selecting items via the SKU field.
  6. Go to the Extensions tab.
  7. Find the Validate no new line Items extension in the list.
  8. Turn on the toggle to enable the extension.
  9. Click Update to save the changes.

Repeat these steps for any other Document Types where you want to enforce the use of existing items.

User Experience​

When this validation is active, if a user attempts to Save and submit a document containing line items that haven't been linked to existing item records (e.g., they typed a description but didn't select an SKU), they will encounter a validation error. The error message will indicate that all lines must be linked to existing items, preventing submission until the condition is met.

Need help?​

Contact your organisation administrator or Zudello support for assistance with configuring validation rules.