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Version: Current

Troubleshooting: Cannot Create/Edit/Inactivate Supplier/Customer/Employee Records

Problem​

When working in the Relationships module, you are unable to:

  1. Create a new Supplier, Customer, or Employee record (e.g., "New Supplier" button missing or disabled, Create action fails).
  2. Edit an existing record (e.g., Edit button missing or disabled, Save/Update action fails).
  3. Change the status of a record (e.g., cannot select "Inactive" or "Active").

Common Causes​

  1. Permissions Missing: The most common cause. You lack the necessary permissions for the specific action and resource type:
    • RELATIONSHIPS:{Submodule}#CREATE (e.g., RELATIONSHIPS:SUPPLIER#CREATE)
    • RELATIONSHIPS:{Submodule}#UPDATE (Needed for editing and changing status)
    • RELATIONSHIPS:{Submodule}#VIEW and #VISIBLE (Needed to see the records/module in the first place)
  2. ERP Sync Restrictions: Your organisation might sync relationship data from your ERP system as the source of truth. In this configuration, creating or editing these records directly in Zudello might be intentionally disabled to prevent data conflicts. Changes should be made in the ERP and allowed to sync to Zudello.
  3. Record Status: Trying to edit a record that is in a non-editable status (though typically Active/Inactive records remain editable unless specific workflows are in place).
  4. Validation Errors: When saving changes, required fields might be missing, or data entered might be invalid according to form validation rules.
  5. Uniqueness Constraints: Trying to create a record with a Code or External ID that already exists.
  6. UI Glitch/State Issue: Temporary front-end issues might disable buttons incorrectly.

Troubleshooting Steps​

  1. Verify Permissions (Admin Task):
    • Confirm with your administrator that your assigned User Groups grant the necessary #CREATE, #UPDATE, #VIEW, and #VISIBLE permissions for the relevant Relationships submodule (SUPPLIER, CUSTOMER, EMPLOYEE).
  2. Check ERP Sync Configuration (Admin Task): Ask your administrator if relationship data is mastered in the ERP and synced to Zudello. If yes, direct editing in Zudello is likely disabled by design. Make changes in the ERP system.
  3. Check Record Status: Ensure the record you are trying to edit is in a status that typically allows editing (usually Active or Inactive).
  4. Check for Validation Errors: If saving an edit fails, look for red highlighted fields or error messages indicating missing required information or invalid data. Correct the data and try saving again.
  5. Check for Duplicates: If creating a new record fails, ensure the Code or External ID you are trying to use isn't already assigned to another record.
  6. Hard Refresh/Log Out: Perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) or log out and back in to rule out temporary UI issues.

Need Help?​

If you cannot create, edit, or change the status of relationship records after confirming permissions and checking the ERP sync configuration, contact Zudello support. Provide:

  • Your user email address.
  • The type of record (Supplier, Customer, Employee).
  • The specific action failing (Create, Edit, Change Status).
  • The Name/Code/UUID of the record (if editing).
  • Confirmation of your permissions.
  • Details about your ERP sync configuration for relationships.