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Set up addressee scenarios
Activity Flow

You can use addressee scenarios to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.

Designer Designer Start Start Set up addressee entity relations Set up addressee entity relations Before you can set up and use addressee scenarios, set up the addressee entity relations. Use an addressee entity relation to define from where to get the address information for a table and entity combination. Procedure 1. Click Action and document management design. 2. Click Addressee entities. 3. On the Entity relations tab, click New. 4. Fill in the table to be related to an entity. In the Table name field, enter or select a value. Note: If you want to apply this entity table relation to a document type, the table must be: - Included in the relevant query. - Defined on the communication profile of type To. 5. In the Entity field, select an option. 6. For each entity table relation, define a field or a method. Fill in the field that identifies the selected entity in the defined table. The field must be the key of a table that has the required address information. For example, if the table is SalesTable, the entity is Contact person, you fill in the ContactPersonId field of the SalesTable. The address information is retrieved from the defined contact person. In the Field name field, enter or select a value. Note: It is not required to have the selected field defined in the relevant query. 7. In the Method name field, enter or select a value. 8. Close the page. Set up addressee types Set up addressee types An entity can have several types of addresses. For example, business address and invoice address. For each entity, you can set up the required address types. Procedure 1. Click Action and document management design. 2. Click Addressee entities. 3. Click the Address types per entity tab. 4. Click New. 5. In the Type field, type a value. 6. In the Address type field, select an option. 7. In the Entity field, select an option. 8. In the Description field, type a value. 9. In the Type field, select an option. 10. Select the Must be primary check box. 11. Select the Must be private check box. 12. Select the Must be postal address check box. 13. Close the page. Set up addressee scenarios Set up addressee scenarios You can use an addressee scenario to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.For each addressee scenario, you can define several priority lines. An addressee scenario priority line links an address type to an output type and entity. When an addressee scenario is applied, the priority lines are checked in sequence to find valid address information. Procedure 1. Click Action and document management design. 2. Click Addressee scenarios. 3. Click New. 4. In the Scenario field, type a value. 5. In the Priority field, enter a number. 6. In the Type field, enter or select a value. 7. Define the output type to which the scenario priority line applies. In the Output field, select an option. Note: On document generation, this output type must match the output type as defined for the applicable document type perspective communication profile. 8. In the For the attention of field, select an option. 9. Close the page. Do you need another  scenario for  specific records? Do you need another  scenario for  specific records? Set up addressee profiles Set up addressee profiles 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. 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. End End Yes No

Activities

Name Responsible Description

Set up addressee entity relations

Designer

 		Before you can set up and use addressee scenarios, set up the addressee entity relations. Use an addressee entity relation to define from where to get the address information for a table and entity combination.

Set up addressee types

Designer

 		An entity can have several types of addresses. For example, business address and invoice address. For each entity, you can set up the required address types.

Set up addressee scenarios

Designer

 		You can use an addressee scenario to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.
For each addressee scenario, you can define several priority lines. An addressee scenario priority line links an address type to an output type and entity. When an addressee scenario is applied, the priority lines are checked in sequence to find valid address information.

Set up addressee profiles

Designer

 		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.

Activities

Name Responsible Description

Set up addressee entity relations

Designer

 		Before you can set up and use addressee scenarios, set up the addressee entity relations. Use an addressee entity relation to define from where to get the address information for a table and entity combination.

Set up addressee types

Designer

 		An entity can have several types of addresses. For example, business address and invoice address. For each entity, you can set up the required address types.

Set up addressee scenarios

Designer

 		You can use an addressee scenario to find a valid address to which to send a document. The address can be, for example, a postal address or an email address.
For each addressee scenario, you can define several priority lines. An addressee scenario priority line links an address type to an output type and entity. When an addressee scenario is applied, the priority lines are checked in sequence to find valid address information.

Set up addressee profiles

Designer

 		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.

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