Tutorial: Set Up Supplier Default Coding
Goal: Automate the coding of purchasing documents by setting default values (like GL Account, Department, Tax Rate) for specific suppliers.
Persona: Chloe Davis (IT Systems Administrator) or Fatima Ahmed (Finance Administrator)
Manually coding every invoice line can be time-consuming, especially for recurring purchases from regular suppliers. Zudello allows you to set default coding rules directly on supplier records. When an invoice or other purchasing document is linked to that supplier, Zudello automatically applies these defaults to the document lines (if the fields are empty), saving time and improving consistency.
This tutorial guides you through locating a supplier record, accessing its default coding settings, applying a default value (using Account Code as an example), and verifying that the default applies correctly to a new document.
Steps:
Let's start by finding the supplier record.