Determine Business Unit Derivation Strategy

Before configuration begins, determine how business units will be derived for invoice processing.

Supported approaches include:

Standard Business Unit Derivation

Uses supplier, purchase order, or user profile information to derive the business unit.

Uses routing information supplied in the email subject.

Uses sender email address mappings maintained by administrators.

Uses recipient email address mappings maintained by administrators.

Only one derivation method can be active at a time.

Organizations operating multiple business units should establish their business unit derivation strategy early in the project.