Handling item price blocking
If your organisation uses the "Block processing with item price above blocking level" extension, you might encounter situations where you cannot submit or approve a document because the price of an item on a line exceeds its pre-defined limit.
Identifying the issue
- Error Message: You will typically see an Error level validation message when trying to Save and Submit or Approve, stating something like "Item price above blocking level for [Item Name/SKU]".
- Field Indicator: There might be a red error icon next to the unit price field on the specific line item causing the block.
Understanding the cause
This block occurs because:
- The unit price on the transaction line is higher than the maximum allowed price (the "blocking level") configured for that specific item record in Zudello.
- The Item price blocking extension is enabled for this document type.
How to resolve
The appropriate action depends on the reason for the price difference:
- Check for Data Errors:
- Verify Unit Price: Double-check the unit price on the blocked line against the source document (invoice, PO, quote). Was the price extracted or entered incorrectly in Zudello? If so, correct the unit price field and Save. This might resolve the block if the corrected price is within the limit.
- Verify Item Link: Ensure the line is linked to the correct item record. If matched incorrectly, select the correct item and Save. The correct item might have a different (higher) blocking level.
- If Price is Correct but Exceeds Limit: If the price on the document is accurate but higher than the standard blocking level:
- Consult Policy: Refer to your organisation's procurement or expense policy regarding price exceptions.
- Seek Override/Approval: Your process might require:
- Getting specific authorisation from a manager or procurement team member (they might need to approve despite the block, potentially using Force Approve if necessary).
- Contacting an administrator to temporarily adjust the item's blocking level (if appropriate).
- Contacting the supplier to query the price discrepancy.
- Add Justification: Use the Chat function to add a note explaining the reason for the higher price for approvers or auditors.
Do not simply override the price in Zudello to bypass the block if the price on the source document is genuinely higher, unless specifically instructed to do so as part of an approved exception process. The block exists to enforce pricing controls.