Import Recipients (tccom6241m000)

Use this session to add recipients to a selected recipient set. The selection fields reflect the recipient type of the recipient set.

 

Recipient Type

One of the following:

  • Employee
  • Business Partner
  • Contact
Recipient Set

A set of employees, contacts, or business partners.

Business Partners
Business Partner

A party with whom you carry out business transactions, for example, a customer or a supplier. You can also define departments within your organization that act as customers or suppliers to your own department as business partners.

The business partner definition includes:

  • The organization's name and main address.
  • The language and currency used.
  • Taxation and legal identification data.

You address the business partner in the person of the business partner's contact. The business-partner status determines if you can carry out transactions. The transactions type (sales orders, invoices, payments, shipments) is defined by the business partner's role.

Status

Indicates the actions that can be carried out for the business partner. The status can be: Active, Inactive, or Prospect.

For example, you cannot enter a sales order for a business partner with status Prospect, or ship goods to a business partner with status Inactive.

Address

The business partner's address.

Country

The business partner's country.

Language

The business partner's language.

Contacts
Contact

The person with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details.

Active

Either Yes or No.

Address

The contact's address.

Country

The contact's country.

Language

The contact's language.

Employees
Employee

The employee's code.

Employed

Either Yes or No.

Department

The employee's department.

Type

The employee type: Internal or External.

Language

The employee's language.

Options
Overwrite Existing Recipients

If this check box is selected, existing recipient data is overwritten.

Simulate/Update

To store imported data, select Update.

Print Report

If this check box is selected, an error report is printed.

Import Settings
Destination Print

If this check box is selected, the destination type of documents for the recipients is set to Print.

Destination Mail

If this check box is selected, the destination type of documents for the recipients is set to Mail.

Destination Fax

If this check box is selected, the destination type of documents for the recipients is set to Fax.