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Understanding the Enrichment Process

Enrichment is Zudello's automated backend process responsible for adding intelligence and context to your documents after initial data extraction. Its primary goal is to reduce manual effort by automatically linking related records and applying default coding based on configured rules and system learning.

When Does Enrichment Run?

Enrichment typically runs automatically:

After a document finishes the initial Scanning phase (extraction/OCR).
When a user clicks Apply Trained Rules on a document.
Potentially after certain saves or status changes, depending on workflow configuration.

Key Enrichment Steps (Typical Order):

Keyword Coding: Applies coding based on predefined keywords found in document fields. See FAQ: Keyword Coding Rules.
Link Supplier/Customer: Matches the document to a Supplier/Customer record using Tax Number, Email, Phone, Name, or learned Alternatives. See How Zudello automatically matches Suppliers/Customers.
Link Items: Matches document lines to Item records using SKU, Alternatives, Barcode, or Description keywords. See How Zudello automatically matches Items.
Apply Defaults & Settings: Populates empty fields based on defaults configured on linked records (priority: User/Inbox -> Allocations -> Item -> Supplier/Customer). Applies settings like "Consolidate Lines" or "Treat as Freight". See FAQ: Default Coding.
Link Allocations: Attempts to automatically match Invoices to POs/Receipts based on PO number and configured rules. See FAQ: How invoice auto-matching works.
Apply Allocation Autofill: Applies coding from matched PO/GR lines to Invoice lines based on Allocation Extension settings.
Calculations: Recalculates line/header totals, taxes, and local currency values based on updated data. See Document Total Calculations.
Validations: Runs configured validation extensions (e.g., total checks, ABN validation). See Validation Rules & Levels Explained.

Outcome:

After Enrichment completes, the document should ideally have:

Correctly linked Supplier/Customer and Items.
Applied default coding where applicable.
Calculated totals and taxes.
Completed allocations (if applicable).
An updated validation status (Ready, User Review, etc.).

Understanding this sequence helps troubleshoot why certain fields are (or are not) populated automatically.