How to Configure the Greeting Window in iDempiere

The Greeting window in iDempiere stores the salutation text, such as “Dear,” that is merged with a contact’s name on printed and emailed retail documents. Store teams use it to keep invoices, quotations, and marketing letters consistent and professional. Because greetings link directly to Business Partners and Users, a correctly configured record affects how every customer-facing document reads across the organization.

Process Flow

Business Rules

• Active greetings are available for selection on Business Partner and User records.
• Only one greeting per Organization should be marked Default to avoid conflicts.
• Default greeting is automatically applied when a Business Partner has none assigned.
• Greeting text merges with the contact name field on invoices, quotations, and emails.
• First Name Only limits the printed salutation to the contact’s first name.
• Organization set to * makes the greeting available to all organizations in the tenant.

Prerequisites

• Tenant (Client) configured, e.g. POTS.
• Organization configured, or use * for tenant-wide availability.
• Business Partner or User records available to which the greeting will apply.

Navigation

Menu → General Rules → Business Partner Rules → Greeting

Opening the window shows a single-record form with Tenant, Organization, Name, Active, Greeting text, First name only, and Default fields, as seen in the POTS tenant example below.

Configuration Steps

Step 1: Create a New Greeting Record

Click New, then set Tenant and Organization. Use * for Organization if the greeting should be shared across all stores or branches.

Step 2: Enter the Greeting Name and Text

Enter a short, descriptive Name such as “Dear”. Enter the exact salutation text in the Greeting field, for example “Dear”.

Step 3: Set First Name Only Preference

Check First name only for casual communications. Leave unchecked to print the full Business Partner or contact name.

Step 4: Mark as Default (If Applicable)

Check Default only on the greeting that should apply automatically. Uncheck Default on any other record for the same Organization.

Step 5: Activate the Record

Confirm the Active checkbox is ticked, then click Save.

Field Reference Table

Field	Sample Value	Description
Tenant	POTS	Client that owns this greeting record.
Organization	*	Scope of availability; * means all organizations.
Name	Dear	Internal identifier shown in selection lists.
Active	Checked	Controls whether the greeting is selectable.
Greeting	Dear	Salutation text merged into printed documents.
First name only	Unchecked	Prints first name only when checked.
Default	Checked	Automatically applied when no greeting is set.

Common Issues and Resolutions

Issue	Cause	Resolution
Greeting missing from BP dropdown	Active checkbox is unchecked	Enable Active on the greeting record.
Wrong greeting prints on invoices	Multiple records marked Default	Keep only one Default greeting per Organization.
Greeting unavailable to other stores	Organization set to a specific branch	Set Organization to * for shared use.
Full name prints instead of first name	First name only left unchecked	Enable First name only on the record.
Duplicate or confusing greeting names	No naming convention followed	Adopt clear names, e.g. Formal, Casual, VIP.
Greeting field blank on printed document	No greeting linked to the Business Partner	Assign a greeting on the Business Partner or User window.
Recent changes not visible in print	Client-side cache not refreshed	Log out and back in, or refresh the role cache.

Next Steps

• Configure the Business Partner window to link greetings to customers and vendors.
• Configure the User window to assign greetings to individual contacts.
• Review invoice and quotation print formats that reference the Greeting field.