Business Unit Derivation Options

Use the Override Default Business Unit option to help IDR determine how to derive your business unit.

You can select one of these 4 options:

• Blank

• Email Routing Attribute

• Sender's Email Address

• Recipient Email Address

Remember: You can choose only ONE option for deriving business units. So, it can only be either the Routing Attribute OR the Senders email address OR the Recipient email address.

Set Blank as Override Default Business Unit

If you leave the field as blank, IDR defaults the business unit based on the standard defaulting logic. It selects a business unit based on one of these conditions.

Condition	Business Unit Source
Matched invoice	Purchase Order
Unmatched invoice	Business unit assignment of the supplier site that's set as the pay site
Any one of these scenarios: Invoice document has no supplier site Supplier has no pay site defined Site has multiple business unit assignments	Default Business Unit profile option of the user who runs or schedules the invoice import process

Email Routing Attribute

Email Routing Attribute lets you specify business units in the email subject line using an underscore. This is recommended in the following cases:

• You know that the suppliers will not be using underscores in the email subject.

• You only have one or two business units.

• You are unable to map sender's or recipient email addresses to business units.

You can specify the business unit is the email subject line in place of the Routing Attribute 1. This value overrides any other business unit defaulted from the standard defaulting logic.

If you don't provide a business unit in the email subject line, the standard defaulting logic applies.

Sender's Email Address

Using Sender's Email Address as the defaulting option lets you map email addresses to business units. When you select this option, a mapping table icon displays next to the field. Clicking on the icon opens the Email to Business Unit Mapping table, where you can map an email address to a business unit. While using this feature, it's recommended to send emails to the mapped individual email addresses. Then, the emails should be forwarded automatically or manually to the IDR email address.

On not finding any mapping between the sender's email addresses and business units, IDR defaults a business unit based on the standard defaulting logic.

Recipient Email Address

Select Recipient Email Address to create a mapping between recipient email addresses to business units. Just like the Sender's Email Address, selecting this option lets you open the Email to Business Unit Mapping table. You can map recipient email addresses to the specific business units that they represent. This would be used if the email address being mapped is not the first email address in the email list. For example, consider an email from [e-mail] to [e-mail], which is then forwarded to the IDR email provided by Oracle. When the email comes to the IDR email, the sender’s line looks like this:

[e-mail]; [e-mail]

In this case, [e-mail] is the recipient. So, this is the email you must map the business unit to.

If no mapping exists between recipient emails and business units, IDR defaults the business unit according to the standard defaulting logic.