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Setting Up a Business Partner Mapping

A business partner mapping in document dispatch defines from which table and fields the recipient data is automatically retrieved when documents are sent. It specifies which type of business entity (such as customer, supplier, or contact) is used and determines exactly where the document dispatch retrieves information such as email address, name, or language.

Setting Up the Business Partner Mapping

Follow these steps to create a new business partner mapping for customers:

  1. Use the global search to open Document Dispatch – Business Partner Mapping Setup.
  2. Select + New to create a new business mapping.
  3. Define a clear name in the Code field that reflects the purpose of the mapping, for example Customer.
  4. Enter a meaningful description in the Description field to ensure that the purpose of the mapping is easily recognizable.
  5. In the Master Data Table section, specify the table from which the business mapping should retrieve its data.
  6. In the Table field, select the appropriate table, such as Customer.
  7. For Page, select the corresponding record page, for example Customer Card.
  8. Assign No. to the No. Field.
  9. Enter Name for the Name Field.
  10. In the VAT ID Field, select Tax Number.
  11. Enter Language Code in the Language Code Field.
  12. Navigate to the Email section and fill in the Email field.

The master data area now contains all essential information. Additional fields can be filled out as needed. If e-post is used, the corresponding e-post area must also be filled out.

Create Standard Business Assignment

You can import a standard business mapping by following these steps:

  1. Use the global search to open Document Dispatch – Business Partner Mapping Setup.
  2. Perform the action Create Standard Business Assignment.
  3. Business mappings for Customer, Supplier, and Contact will be created automatically.

Set Up Contact

Follow these steps to set up the business partner mapping to use a different salutation for a contact in Document Dispatch:

  1. Use the global search to open Document Dispatch – Business Partner Mapping Setup.
  2. Open the mapping from which the salutation for the contact should be used.
  3. Navigate to the Contact Information.
  4. In the Contact Name Field, insert the value Contact.
  5. In the Contact Code Field, insert the value No..

See also