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Setting up Dynamic Table Setup

Setting Up the Dynamic Document Dispatch Setup

The dynamic setup allows for the use of flexible recipient rules. The Document Dispatch – Business Partner list is used to represent 1:n relationships (one-to-many). Each row defines a recipient type (e.g., To, CC, or BCC). All entries are then merged, allowing emails to be sent to multiple dynamically defined recipients.

Enable Dynamic Business Mapping in Module Setup

To utilize the Dynamic Setup, it must be activated in the module setup.

Steps to activate the Dynamic Setup

  1. Start in the Document Dispatch Administrator role center.
  2. Navigate to the Module Setup of Document Dispatch via Setup.
  3. Go to the Process Setup tab.
  4. Activate the toggle Use Dynamic Table Setup.
  5. In the Recipient Identification – Set Priority area, you can determine which process will perform the recipient identification first.

Enable Dynamic Business Mapping in Shipping Profile

To use dynamic business mapping in the shipping process, it must also be activated directly in the respective shipping profile.

Follow these steps to activate the feature in a shipping profile:

  1. Start in the Document Dispatch Administrator role center.
  2. Open the Shipping Profiles via global search or through Setup.
  3. Select the shipping profile in which the recipient should be dynamically determined.
  4. Check the box Use Dynamic Setup.

Set Up Dynamic Business Mapping

Once the Dynamic Setup option is activated, the business mapping can be configured in the shipping profile.

Follow these steps to set up dynamic business mapping:

  1. The Dynamic Setup option will now be displayed in the shipping profile.
  2. Open the Dynamic Business Mapping by clicking on the number next to Dynamic Business Partner Mapping.
  3. Select a Recipient Type. Options include: To Email Address, CC, and BCC.
  4. You can mark a business partner as Primary Mapping by checking the box Primary Business Mapping.
  5. In the Dynamic Mapping Code field, specify a mapping code that can dynamically retrieve values from reference tables.
  6. In the Field field, specify the source field that contains the value for identifying the business partner. This field will be passed to the business mapping.
  7. Finally, select a Business Partner Mapping Code.

Setting Up a Business Mapping

A Business Partner Mapping in Document Dispatch specifies from which table and fields the recipient data will be automatically retrieved when sending documents. It defines what type of business partner (e.g., customer, supplier, or contact) is used and precisely where Document Dispatch reads information such as email address, name, or language.

Follow these steps to create a new Business Partner Mapping for customers:

  1. Open Document Dispatch – Business Mapping Setup via global search.
  2. Select + New to create a new business mapping.
  3. Enter a unique name in the Code field that describes the purpose of the mapping, e.g., Customer.
  4. Enter a meaningful description in the Description field so that the purpose of the mapping is clearly recognizable.
  5. In the Master Data Table section, specify from which table the mapping should source its data.
  6. In the Table field, select the appropriate table, e.g., Debtor.
  7. For Page, select the corresponding record page, e.g., Debtors Card.
  8. Map No. to the No. Field.
  9. Enter the value Name in the Names Field.
  10. In the VAT ID Field, select the entry Tax Reg. No..
  11. Enter the Language Code in the Language Code Field.
  12. Navigate to the Email section and fill in the Email field.

The master data section now contains all the important information. Additional fields can be filled in as needed. If E-Post is used, the corresponding E-Post section must also be completed.

Create Standard Business Mapping

A standard business mapping can be imported as follows:

  1. Open Document Dispatch – Business Mapping Setup via global search.
  2. Execute the action Create Standard Business Mapping.
  3. Business mappings for Debtor, Creditor, and Contact will be created automatically.

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