Reviewing the settings of a trading partner mapping

In the detail view of the Trading Partner Mappings page, the customer-specific trading partner mappings are shown.

To review the settings of a trading partner mapping:

  1. Select Release Management > Configuration > Trading Partner Mappings.
  2. Click the Drill down button of a trading partner mapping.
  3. Review the header information of the trading partner mapping:
    Effective from Date
    This field defines the start date of the valid period for the configuration.
    When editing, click the Calendar button to select the start date from a calendar.
    Effective to Date
    This field defines the end date of the valid period for the configuration.
    When editing, click the Calendar button to select the end date from a calendar.
    Customer
    The customer is an arbitrary set of characters that is used to uniquely identify a customer in an accounting entity. The customer is taken from the ERP system.
    When editing, click the Lookup button of the field. Select the customer from the list that is displayed in the dialog box.
    Customer Name
    The field shows the name of the customer who holds the contract.
    When you select a customer, the name of the customer is automatically displayed.
    Ship To
    Review or specify the ship to location of the contract line. This field indicates the location code that is used with the ship to location to identify where the goods are shipped.
    When editing, click the Lookup button of the field. Select the ship to location of the customer from the list that is displayed in the dialog box. The ship to locations that are displayed are valid for the selected customer.
    Accounting Entity
    The accounting entity is a corporation or a subset of a corporation. The accounting entity is independent in regard to one or more operational functions or accounting functions. An accounting entity produces a P&L and balance sheet from a complete, balanced set of transactions, and is often a legal entity. An accounting entity is defined within a tenant and can contain locations.
  4. Expand Notes and review the comments that are specified for the trading partner mapping.
  5. Review these settings in the Trading Partner Mapping Settings field set:
    Planning Schedule Mapping
    This field defines the specific field mapping that is used for planning schedules of a trading partner. The field mapping maps special fields of release order messages or shipment messages to selected plan fields. You can select plan fields of planning schedules, shipment schedules, sequence schedules, sequential call-offs, or shipments. The trading-partner-specific field mapping is defined on the Field Mappings page.
    When editing, select a mapping from the drop-down list.
    Shipment Schedule Mapping
    This field defines the specific field mapping that is used for shipment schedules of a trading partner. The field mapping maps special fields of release order messages or shipment messages to selected plan fields. You can select plan fields of planning schedules, shipment schedules, sequence schedules, sequential call-offs, or shipments. The trading-partner-specific field mapping is defined on the Field Mappings page.
    When editing, select a mapping from the drop-down list.
    Sequence Schedule Mapping
    This field defines the specific field mapping that is used for sequence schedules of a trading partner. The field mapping maps special fields of release order messages or shipment messages to selected plan fields. You can select plan fields of planning schedules, shipment schedules, sequence schedules, sequential call-offs, or shipments. The trading-partner-specific field mapping is defined on the Field Mappings page. An incoming sequence schedule is internally mapped to a shipment schedule. The processing for sequence schedules is then the same as for shipment schedules.
    When editing, select a mapping from the drop-down list.
    Sequential Call-Off Mapping
    This field defines the specific field mapping that is used for sequential call-offs of a trading partner. The field mapping maps special fields of release order messages or shipment messages to selected plan fields. The trading-partner-specific field mapping is defined on the Field Mappings page. An incoming sequential call-off that contains the sequencing data for a sequence schedule is shown on the Manage Sequential Call-Offs page.
    When editing, select a mapping from the drop-down list.
    Shipment Mapping
    This field defines the specific field mapping that is used for shipments of a trading partner. The field mapping maps special fields of release order messages or shipment messages to selected plan fields. You can select plan fields of planning schedules, shipment schedules, sequence schedules, sequential call-offs, or shipments. The trading-partner-specific field mapping is defined on the Field Mappings page.
    When editing, select a mapping from the drop-down list.
    Use Container Level
    Use this option to import shipments in Release Management per container instead of importing them on shipment line level, that is, per item. If you have a KANBAN process, for example, each schedule line has a container number and is shipped with this number. Based on this container number, release order items that refer to shipped items are identified and shipments and release orders are synchronized. The setting is valid for a shipment mapping.
    Remark
    Review or provide a short description that clarifies the purpose of the configuration.