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Version: Current

Step 3: Verify Default Application

Test the default coding rule by processing a new document for the supplier.

Steps:

  1. Upload/Create Document: Upload a new invoice (or create a new PO/Requisition) for the supplier you just configured defaults for.
  2. Wait for Processing: Allow Zudello to process the document through scanning and enrichment (status should reach Ready or User Review).
  3. Open Document: Open the newly processed document.
  4. Check Coding: Navigate to the line items grid. Examine the field you set a default for (e.g., Account Code).
  5. Verify: Confirm that the default value you configured (e.g., "6100 - Office Supplies") has been automatically populated on the line(s).
    • 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 supplier 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 for future documents from this supplier.

End of Tutorial

You have successfully configured and verified a supplier default coding rule! Repeat this process for other suppliers and coding fields as needed.

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