1. Others
  2. Action and Document Management
  3. Activities

Set up addressee profiles
Application task

Usually, the addressee scenario, as defined for the document type, is used to find the applicable address. However, in some cases another addressee scenario can be required. In this case, you can set up an addressee profile for a specific record. Use the addressee profile to indicate which other addressee scenario must be used in case of a specific addressee scenario and document type combination.

Before you can set up an addressee profile, set up the 'Addressee setup' button for the applicable form.

Example:
For document type 'Contract', scenario 'A' applies to most customers. So, you define scenario 'A' for the communication profile of type 'To'.
For customer '123', for document type 'Contract', scenario 'B' applies.
Set up the 'Addressee setup' form button for the CustTable form.
For customer '123', set up an addressee profile. This addressee profile says: For customer '123', in case of scenario 'A' and document type 'Contract', use scenario 'B'.

Note:
In the steps, as an example, an addressee profile is set up for a customer.


Standard procedure

1. Go to Accounts receivable > Customers > All customers.
2. In the list, find and select the desired record.
3. Click Addressee setup.
4. Click New.
5. In the Scenario field, enter or select a value.
6. In the Target scenario field, enter or select a value.
7. In the Account number field, enter or select a value.
8. In the Contact ID field, enter or select a value.
9. In the Profile group id field, enter or select a value.
10. In the Applicable document types section, click New.
11. In the Document type field, enter or select a value.
12. Close the page.
13. Close the page.
Related to Notes

Set up addressee scenarios

 		 

Provide feedback