Creating a trading partner mapping

Select Release Management > Configuration > Trading Partner Mappings.

Click Create.

Specify this header information:

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.
Ship To Name: View the name of the location that is used with the Ship To location identifier to identify where goods are shipped to.
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. The field entry is disabled. The accounting entity is automatically set when you save the data. The default is the accounting entity where you are currently working.

Expand the Notes field set and specify an explanatory text for the trading partner mapping.

Specify this information 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 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.

Note: Separate trading partner mappings are only required if these mappings configure deviations from the standard mappings for a customer or ship to.

Click Save to save the trading partner mapping.

A notification displays that the trading partner mapping has been saved successfully.