How to Override Default Business Units on Unmatched Scanned Invoices
Business units for unmatched scanned invoices are automatically determined based on attributes, such as supplier address and the Default Business Unit profile option. You can override automatic business unit assignment and instead, specify a business unit by performing the following steps:
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Indicate that routing attribute 1 represents the business unit.
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Find the business unit ID for the overriding business unit.
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Specify the business unit ID in the email subject.
Indicate Routing Attribute 1 Represents Business Unit
As part of the standard invoice imaging flow, you can use up to 4 additional attributes to route scanned invoices for completion, or to record on the invoice. To override the default business unit, you must indicate that values for routing attribute 1 represent business units.
Perform these steps:
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Navigate to the Manage Payables Lookups page.
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Search for lookup type ORA_IMAGING_ROUTING_ATTRIBUTES.
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Enable lookup code ORA_BUSINESS_UNIT.
Find the ID for the Overriding Business Unit
You must use the identifier for the business unit as the override. To find the business unit ID:
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Navigate to the Manage Business Units page.
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Search for the applicable business unit.
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If you don't see the Business Unit ID column in the Search Results table, use the View menu to enable the column.
Specify the Business Unit ID in the Email Subject
For scanned invoices that aren't matched to purchase orders, edit the email subject to:
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Append the underscore sign (_) followed by the business unit ID. For example, if a scanned invoice has an email subject of Invoice 42366_30014001, the business unit ID for that invoice is 30014001.