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's 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
The status assigned to the business partner, which determines the actions that can be carried out for the business partner.

For example, you cannot specify 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.