How the System Determines the Department on a Transaction

The system assigns a department based on the information on the transaction and its related records. It applies the following rules in order:

1. Employee specified on the transaction
   If an employee is specified, the system uses the employee’s department.
2. Department specified on the transaction
   If no employee is specified but a department is entered directly on the transaction, the system uses that department.
3. Department from a matched purchase order
   For a supplier invoice matched to a PO with a department, the PO department is used when neither an employee nor a department is specified on the invoice.
4. Default department hierarchy
   If none of the rules above applies, the system looks for a department in this order:
   1. Job
   2. Employee
   3. Task type
   4. Job type
   5. Client

The system uses the first department it finds in this hierarchy. If none of these records has a department, no department is assigned automatically.