Skip to main content
Version: Current

Troubleshooting: Understanding and Resolving Validation Errors

Problem​

You encounter validation messages (Errors, Warnings, or Info) while processing documents in Zudello, indicated by banners, icons, or messages in the "Issues" column/pop-up.

Understanding Validation Levels​

Zudello uses three levels to classify validation issues:

  1. Error (Red Icon/Banner):
    • Impact: Blocks critical actions like Save and Submit or Approve.
    • Meaning: A critical rule has been violated, or mandatory data is missing/incorrect. The issue must be fixed to proceed.
    • Examples: Totals don't balance, required field empty, invalid ABN (if configured to block), failed compliance check.
  2. Warning (Yellow/Orange Icon/Banner):
    • Impact: Does not block processing but indicates a potential issue or deviation.
    • Meaning: Data might be inconsistent, non-standard, or requires review according to policy. Proceed with caution.
    • Examples: Minor rounding difference in totals, bank details mismatch, inactive ABN, budget exceeded (if configured as warning).
  3. Info (Blue/Grey Icon/Banner or Text):
    • Impact: Informational only, does not block processing.
    • Meaning: Provides context or confirmation of a check.
    • Examples: Successful ABN validation, confirmation of applied defaults.

See Understanding Validation Levels for more detail.

Identifying and Understanding Issues​

  1. Look for Indicators: Check for banners at the top of the document, icons next to fields, or entries in the Issues column (Table View) / Issues icon (List View).
  2. Review Issues Pop-up: Click the Issues column entry or icon to open a detailed list, grouped by severity. Read the description for each issue. See Reviewing Validation Issues.
  3. Hover Over Field Icons: If an icon appears next to a specific field, hover over it for a tooltip explaining the issue related to that field.

Resolving Validation Issues​

  1. Prioritise Errors: Address any Error level issues first, as they block progress.
  2. Understand the Cause: Read the error/warning message carefully. Does it indicate a missing field, an incorrect value, a failed check (like ABN), or a calculation mismatch?
  3. Locate the Field: Identify the relevant field(s) on the document form based on the error message.
  4. Make Corrections: Edit the document and enter the correct information, select a valid option, or perform the required action (e.g., add notes, assign a user).
  5. Save Changes: Click Save or Update. Zudello will re-run the validations.
  6. Verify Resolution: Check the Issues pop-up or icons again. Ensure the Error has been resolved. Warnings should also be reviewed and corrected if necessary according to your procedures.
  7. Retry Action: Once blocking errors are cleared, you can retry the Save and Submit or Approve action. See Handling Blocked Submissions.

Common Validation Examples & Resolutions​

  • "Total does not match sum of lines" (Error): Check line quantities/prices, landed costs, and the "Tax Included" toggle. See Incorrect Totals Calculation.
  • "Tax does not match sum of lines" (Error): Check line tax rates, line totals, and the "Tax Included" toggle. See Tax Calculation Errors.
  • "Field X is required" (Error): Locate field X on the form and enter the necessary information.
  • "Please select an existing Contact/Item" (Error): The relevant "Validate no new..." extension is enabled. You must match the document/line to an existing Supplier/Customer/Item record. See Configure No New Contact Rule / Configure No New Line Items Rule.
  • "Notes are required" (Error): Enter text into the notes field. See Configure Document Notes Rule.
  • "Minimum X assignees required" (Error): Assign the required number of users. See How do I assign users?.
  • "ABN/Bank Detail Mismatch" (Warning/Error): Review the details shown by the validation extension. Verify supplier details in Zudello and potentially contact the supplier. See ABN/Bank Detail Validation Failures.
  • "Item price exceeds blocking level" (Error): Review the item price. Correct if necessary or follow procedures for handling price exceptions. See Item Price Blocking Issues.

Need Help?​

If you cannot resolve a validation issue or understand an error message, contact your organisation administrator or Zudello support. Provide the Document UUID and the specific error message.