Supplier troubleshooting
Goal
Unblock common failures when creating, editing, archiving, or using suppliers.
Who it is for
Clerk, manager, and tenant admin.
Common problems
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot open New supplier | Missing party.create | Grant create permission |
| 422 required-field messages | Parties setup required fields | Fill fields or adjust Required fields |
| A matching party already exists. | Duplicate policy Block | Use existing party or change policy/match keys |
| No Reference on create form | By design for supplier UI | Rely on Auto numbering or set code via other flows/admin |
| Profile fields not saving | Missing supplier_profile.manage | Grant profile manage |
| Balance columns missing | Missing supplier_profile.view | Grant profile view |
| Archive fails on inactive reason | Require inactive reason is on | Provide reason / adjust setup |
| Erase blocked for employee | Active employment | Terminate employment; needs party.erase |
| 404 on edit/show | Archived or not is_supplier | Status filter / open from Customers if customer-only |
| Cannot clear both roles | Must keep customer and/or supplier | Keep at least one role |
| Open PO filter confusing balances | Include open approved POs changes context | Toggle the filter intentionally |