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Version: Current

Troubleshooting: Address Not Matching or Populating Correctly

Problem​

When processing a document, the billing_address or delivery_address fields are:

  1. Empty, even though the address is visible on the document image.
  2. Populated with the wrong address details.

Common Causes​

  1. No Learned Association: Zudello hasn't yet learned the association between the specific text block on the document (the Address Key) and the correct address record in Zudello.
  2. Slight Text Variation: The address text block on the current document is slightly different (e.g., extra space, different abbreviation, OCR error) from previously learned versions, generating a new, unknown Address Key.
  3. Incorrect Association Learned: A user previously selected the wrong address when processing a document with the same address text block, teaching Zudello an incorrect association.
  4. Address Record Missing/Inactive: The correct address record (e.g., Team Address, Supplier Address) does not exist or is marked as Inactive in Zudello.
  5. Address Fields Not Enabled: The billing_address or delivery_address fields might not be enabled on the Document Type Form configuration.
  6. Address Select Extension Not Enabled: While not strictly required for the learning mechanism, the Address Select Extension might be needed for certain auto-population or selection UI features.

Troubleshooting Steps​

  1. Check Form Configuration:
    • Go to Settings > Document Types.
    • Edit the relevant Document Type.
    • Go to the Form tab.
    • Ensure the required address fields (billing_address, delivery_address) are enabled and visible.
  2. Manually Select Correct Address:
    • Open the transaction document.
    • Click into the relevant address field (billing_address or delivery_address).
    • Use the address selection component (which may include dropdowns or search functionality if the Address Select extension is active) to find and select the correct address record stored within Zudello (e.g., a Team Address).
    • Save and Complete the document (after coding/approval). This action teaches Zudello the association between the text block on this document and the address record you selected. Future documents with the exact same text block should now populate automatically.
  3. Verify Address Records:
    • Check that the correct address records exist and are Active in Zudello (e.g., under Settings > Team Addresses or within Supplier/Customer records if applicable). Add or activate addresses if necessary.
  4. Check for Text Variations: Compare the address text block on the current document image very carefully against a previous document where the address did populate correctly. Look for subtle differences caused by OCR or formatting changes. If variations are found, you will need to manually select the address (Step 2) for Zudello to learn the new variation.
  5. Check Address Select Extension: Ensure the Address Select Extension is enabled for the Document Type if you expect enhanced selection features.

Need Help?​

If addresses consistently fail to populate correctly despite manual correction attempts, contact Zudello support. Provide:

  • Document UUIDs of examples where matching failed.
  • Screenshots of the address block on the document image.
  • Details of the correct address record that should have been applied.