How Business Units Are Derived in IDR

There are 4 methods by which business unit can derived for an invoice sent to IDR.

• Email Routing Attribute
• Sender's Email
• Recipient's Email
• Standard Business Unit Defaulting

Email Routing Attribute

Email routing lets you specify business units in the email subject line using an underscore. This is recommended in the following scenarios.

• When you know that the suppliers aren't using underscores in the subject
• When you only have one or two Business Units
• When you can't map email to Business Units

Sender's Email

This lets you create a mapping of email to Business Units. When an email is sent to IDR, IDR checks the mapping based on the sender’s email and selects the appropriate Business Unit. When using this feature to derive the Business Unit, it's recommended that emails are sent to the individuals representing a certain business unit and then forwarded automatically or manually to the IDR email.

Recipient's Email

This lets you create a mapping of recipient's email to Business Units that are used by IDR to identify the correct Business Unit. This would be used if the email being mapped isn't the first email in the email list. For example, when the email from [e-mail] was forwarded to [e-mail], and then forwarded to the Oracle provided email using a forwarding rule. When the email comes into the Oracle provided inbox, the sender’s line looks like this: [e-mail]; [e-mail]. In this case, [e-mail] is the recipient, so you'd map this email to the business unit.

Standard Business Unit Defaulting

For Matched Invoices, business units default from the purchase order.

For Unmatched Invoices, the business unit defaults from the business unit assignment of the supplier site that’s set as the pay site. If the supplier site can’t be identified from the imported invoice document, or if no pay site is defined for the supplier, or if the site has more than one business unit assignment, then the business unit defaults from the user’s Default Business Unit profile option. This is the user that’s running or has scheduled the invoice import process for the invoice documents.