3137151 - Address Determination Workflow Setting for Business Partners

You would like to know how the workflow will select business partners e-mails when you use/do not use the flag "Use main address of the recipient to send out e-mail and sms"

SAP Cloud for Customer

1. Go to the Administrator Work Center.
2. Open the Workflow Rules work center view.
3. Click in the More button and select Workflow Settings.

You wonder how the checkbox "Use main address of the recipient to send out e-mail and sms" will behave with your business partners e-mails.

When the “Use main address of the recipient to send out e-mail and sms” checkbox is unchecked: Workflow gets all the ‘default’ e-mail addresses for the Business Partner irrespective of the roles.

When the “Use main address of the recipient to send out e-mail and sms” checkbox is checked: the business partner role is taken into consideration.

Below is the logic for business partner type determination:
1) First it is checked if the business partner has ''Account/Individual Customer' role;
> In case it does, business partner type is determined to be 'Customer' and the 'default' e-mail address is selected for communication, if there is any present.

2) If it does not have 'Account/Individual Customer' role, it is checked if the business partner has either 'Contact' or 'Employee' role;
> In cases there is 'Employee' role, business partner type is determined to be 'Employee' and the Employee Workplace Address is selected for communication.

> Otherwise, it is checked if role is 'Contact'. In case it does, business partner type is determined to be 'Contact'.
- If Relationship exists between the contact and the account in the transactional document, the Contact Workplace Address 'default' e-mail is selected for communication.
- If no relationship exists, the main personal address 'default' e-mail of the contact is selected for communication.

In case multiple roles exist for a Business partner, following is how the preference is given:
- In case the BP has 'Individual Customer' and 'Employee' roles, the 'Individual customer' role is given preference.
- In case the BP has 'Contact' and 'Employee' roles, the 'Employee' role is given preference.

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