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Version: Current

Step 3: Verify Default Application

Test the default coding rule by processing a new document and adding the configured item to a line.

Steps:

  1. Create/Upload Document: Create a new PO/Requisition/Invoice or upload an invoice.
  2. Add/Match Item:
    • If creating manually, add a new line item and select the item (by SKU) for which you configured defaults.
    • If processing an uploaded document, ensure the relevant line item is correctly matched (automatically or manually) to the configured item.
  3. Wait for Processing/Save: Allow Zudello to process the line (if uploaded) or save the document (if manually created).
  4. Open Document: Open the document containing the item line.
  5. Check Line Coding: Navigate to the line item grid and find the line containing the configured item. Examine the field you set a default for (e.g., Tax Rate).
  6. Verify: Confirm that the default value you configured (e.g., "GST 10%") has been automatically populated on the line.
    • Note: Defaults typically only apply if the field was previously empty. They usually won't overwrite data already extracted or manually entered. If the field isn't populated, ensure the item was correctly matched and try using the "Apply Trained Rules" action (... > Apply trained rules).

What Happens Next?

If the default value is applied correctly, your rule is working! This will save time and improve consistency when coding this item in the future.

End of Tutorial

You have successfully configured and verified an item default coding rule! Repeat this process for other items and coding fields as needed.

Related How-To Guides: