Set the Default Business Unit Profile Option

The Default Business Unit profile option of a user plays an important role in the standard defaulting logic for business units.

IDR uses the Default Business Unit profile option of the user who's running or scheduling the invoice import process in one of these scenarios:

• Invoice document has no supplier site
• Supplier has no pay site defined
• Site has multiple business unit assignments

Here's how you set up the Default Business Unit profile option.

1. Sign in to the application and navigate to the Setup and Maintenance work area.
2. In the Tasks panel tab, click Search.
3. Search for the Manage Administrator Profile Values task and click the Search icon.
4. Click on the Manage Administrator Profile Values link.
5. In the Profile Option Code field, enter DEFAULT_ORG_ID (case sensitive) and click Search.
6. In the Search Results: Profile Options, select the DEFAULT_ORG_ID row.
7. In the DEFAULT_ORG_ID: Profile Values section, click the New (or Add) icon to add a row.
8. Set the Profile Level as User, enter the User Name that processes the invoices, and select the default business unit in the Profile Value field.

   Repeat steps 6 and 7 to set up the default business units for all the users that process invoices.

9. After completing the setup for all users, click Save and Close.