Knowledge Article: How to setup Transaction Account Builder (TAB) to allow manual override on specif

Summary

How can I configure TAB to derive a charge account that a user can manually override?

Content

Customers / Support

With the help of my colleague Prasanthi, here is a sample document that is intended to serve as an illustration for the use case of how to configure TAB to derive a charge account on a requisition and allow manual override by the requester of a specific segment.

Do note that this is provided merely for illustrative purposes and not as a recommended solution for multifarious business use cases that may surface in your organizations. These kind of articles are to be considered a proof of concept that you can then review and construct your own rules to meet your unique specific requirements.