![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-Greetings-1024x155.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Active greetings are available for selection on Business Partner and User records.<\/li>\n\n\n\n
- Only one greeting per Organization should be marked Default to avoid conflicts.<\/li>\n\n\n\n
- Default greeting is automatically applied when a Business Partner has none assigned.<\/li>\n\n\n\n
- Greeting text merges with the contact name field on invoices, quotations, and emails.<\/li>\n\n\n\n
- First Name Only limits the printed salutation to the contact\u2019s first name.<\/li>\n\n\n\n
- Organization set to * makes the greeting available to all organizations in the tenant.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Tenant (Client) configured, e.g. POTS.<\/li>\n\n\n\n
- Organization configured, or use * for tenant-wide availability.<\/li>\n\n\n\n
- Business Partner or User records available to which the greeting will apply.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\nMenu \u2192 General Rules \u2192 Business Partner Rules \u2192 Greeting<\/strong><\/p>\n\n\n\nOpening 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.<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a New Greeting Record<\/strong><\/h3>\n\n\n\nClick New, then set Tenant and Organization. Use * for Organization if the greeting should be shared across all stores or branches.<\/p>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/08\/TenthPlanet-iDempiere-PartnerRelation-Greeting-1024x385.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 2: Enter the Greeting Name and Text<\/strong><\/h3>\n\n\n\nEnter a short, descriptive Name such as \u201cDear\u201d. Enter the exact salutation text in the Greeting field, for example \u201cDear\u201d.<\/p>\n\n\n\n
Step 3: Set First Name Only Preference<\/strong><\/h3>\n\n\n\nCheck First name only for casual communications. Leave unchecked to print the full Business Partner or contact name.<\/p>\n\n\n\n
Step 4: Mark as Default (If Applicable)<\/strong><\/h3>\n\n\n\nCheck Default only on the greeting that should apply automatically. Uncheck Default on any other record for the same Organization.<\/p>\n\n\n\n
Step 5: Activate the Record<\/strong><\/h3>\n\n\n\nConfirm the Active checkbox is ticked, then click Save.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client that owns this greeting record.<\/td><\/tr> Organization<\/td> *<\/td> Scope of availability; * means all organizations.<\/td><\/tr> Name<\/td> Dear<\/td> Internal identifier shown in selection lists.<\/td><\/tr> Active<\/td> Checked<\/td> Controls whether the greeting is selectable.<\/td><\/tr> Greeting<\/td> Dear<\/td> Salutation text merged into printed documents.<\/td><\/tr> First name only<\/td> Unchecked<\/td> Prints first name only when checked.<\/td><\/tr> Default<\/td> Checked<\/td> Automatically applied when no greeting is set.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Greeting missing from BP dropdown<\/td> Active checkbox is unchecked<\/td> Enable Active on the greeting record.<\/td><\/tr> Wrong greeting prints on invoices<\/td> Multiple records marked Default<\/td> Keep only one Default greeting per Organization.<\/td><\/tr> Greeting unavailable to other stores<\/td> Organization set to a specific branch<\/td> Set Organization to * for shared use.<\/td><\/tr> Full name prints instead of first name<\/td> First name only left unchecked<\/td> Enable First name only on the record.<\/td><\/tr> Duplicate or confusing greeting names<\/td> No naming convention followed<\/td> Adopt clear names, e.g. Formal, Casual, VIP.<\/td><\/tr> Greeting field blank on printed document<\/td> No greeting linked to the Business Partner<\/td> Assign a greeting on the Business Partner or User window.<\/td><\/tr> Recent changes not visible in print<\/td> Client-side cache not refreshed<\/td> Log out and back in, or refresh the role cache.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Business Partner window to link greetings to customers and vendors.<\/li>\n\n\n\n
- Configure the User window to assign greetings to individual contacts.<\/li>\n\n\n\n
- Review invoice and quotation print formats that reference the Greeting field.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Greeting window in iDempiere stores the salutation text, such as \u201cDear,\u201d that is merged with a contact\u2019s name on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-27298","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27298"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions"}],"predecessor-version":[{"id":27526,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions\/27526"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Tenant (Client) configured, e.g. POTS.<\/li>\n\n\n\n
- Organization configured, or use * for tenant-wide availability.<\/li>\n\n\n\n
- Business Partner or User records available to which the greeting will apply.<\/li>\n<\/ul>\n\n\n\n
Navigation<\/strong><\/h2>\n\n\n\nMenu \u2192 General Rules \u2192 Business Partner Rules \u2192 Greeting<\/strong><\/p>\n\n\n\nOpening 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.<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a New Greeting Record<\/strong><\/h3>\n\n\n\nClick New, then set Tenant and Organization. Use * for Organization if the greeting should be shared across all stores or branches.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Enter the Greeting Name and Text<\/strong><\/h3>\n\n\n\nEnter a short, descriptive Name such as \u201cDear\u201d. Enter the exact salutation text in the Greeting field, for example \u201cDear\u201d.<\/p>\n\n\n\n
Step 3: Set First Name Only Preference<\/strong><\/h3>\n\n\n\nCheck First name only for casual communications. Leave unchecked to print the full Business Partner or contact name.<\/p>\n\n\n\n
Step 4: Mark as Default (If Applicable)<\/strong><\/h3>\n\n\n\nCheck Default only on the greeting that should apply automatically. Uncheck Default on any other record for the same Organization.<\/p>\n\n\n\n
Step 5: Activate the Record<\/strong><\/h3>\n\n\n\nConfirm the Active checkbox is ticked, then click Save.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client that owns this greeting record.<\/td><\/tr> Organization<\/td> *<\/td> Scope of availability; * means all organizations.<\/td><\/tr> Name<\/td> Dear<\/td> Internal identifier shown in selection lists.<\/td><\/tr> Active<\/td> Checked<\/td> Controls whether the greeting is selectable.<\/td><\/tr> Greeting<\/td> Dear<\/td> Salutation text merged into printed documents.<\/td><\/tr> First name only<\/td> Unchecked<\/td> Prints first name only when checked.<\/td><\/tr> Default<\/td> Checked<\/td> Automatically applied when no greeting is set.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Greeting missing from BP dropdown<\/td> Active checkbox is unchecked<\/td> Enable Active on the greeting record.<\/td><\/tr> Wrong greeting prints on invoices<\/td> Multiple records marked Default<\/td> Keep only one Default greeting per Organization.<\/td><\/tr> Greeting unavailable to other stores<\/td> Organization set to a specific branch<\/td> Set Organization to * for shared use.<\/td><\/tr> Full name prints instead of first name<\/td> First name only left unchecked<\/td> Enable First name only on the record.<\/td><\/tr> Duplicate or confusing greeting names<\/td> No naming convention followed<\/td> Adopt clear names, e.g. Formal, Casual, VIP.<\/td><\/tr> Greeting field blank on printed document<\/td> No greeting linked to the Business Partner<\/td> Assign a greeting on the Business Partner or User window.<\/td><\/tr> Recent changes not visible in print<\/td> Client-side cache not refreshed<\/td> Log out and back in, or refresh the role cache.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Business Partner window to link greetings to customers and vendors.<\/li>\n\n\n\n
- Configure the User window to assign greetings to individual contacts.<\/li>\n\n\n\n
- Review invoice and quotation print formats that reference the Greeting field.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Greeting window in iDempiere stores the salutation text, such as \u201cDear,\u201d that is merged with a contact\u2019s name on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-27298","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27298"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions"}],"predecessor-version":[{"id":27526,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions\/27526"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Navigation<\/strong><\/h2>\n\n\n\nMenu \u2192 General Rules \u2192 Business Partner Rules \u2192 Greeting<\/strong><\/p>\n\n\n\nOpening 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.<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a New Greeting Record<\/strong><\/h3>\n\n\n\nClick New, then set Tenant and Organization. Use * for Organization if the greeting should be shared across all stores or branches.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Enter the Greeting Name and Text<\/strong><\/h3>\n\n\n\nEnter a short, descriptive Name such as \u201cDear\u201d. Enter the exact salutation text in the Greeting field, for example \u201cDear\u201d.<\/p>\n\n\n\n
Step 3: Set First Name Only Preference<\/strong><\/h3>\n\n\n\nCheck First name only for casual communications. Leave unchecked to print the full Business Partner or contact name.<\/p>\n\n\n\n
Step 4: Mark as Default (If Applicable)<\/strong><\/h3>\n\n\n\nCheck Default only on the greeting that should apply automatically. Uncheck Default on any other record for the same Organization.<\/p>\n\n\n\n
Step 5: Activate the Record<\/strong><\/h3>\n\n\n\nConfirm the Active checkbox is ticked, then click Save.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client that owns this greeting record.<\/td><\/tr> Organization<\/td> *<\/td> Scope of availability; * means all organizations.<\/td><\/tr> Name<\/td> Dear<\/td> Internal identifier shown in selection lists.<\/td><\/tr> Active<\/td> Checked<\/td> Controls whether the greeting is selectable.<\/td><\/tr> Greeting<\/td> Dear<\/td> Salutation text merged into printed documents.<\/td><\/tr> First name only<\/td> Unchecked<\/td> Prints first name only when checked.<\/td><\/tr> Default<\/td> Checked<\/td> Automatically applied when no greeting is set.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Greeting missing from BP dropdown<\/td> Active checkbox is unchecked<\/td> Enable Active on the greeting record.<\/td><\/tr> Wrong greeting prints on invoices<\/td> Multiple records marked Default<\/td> Keep only one Default greeting per Organization.<\/td><\/tr> Greeting unavailable to other stores<\/td> Organization set to a specific branch<\/td> Set Organization to * for shared use.<\/td><\/tr> Full name prints instead of first name<\/td> First name only left unchecked<\/td> Enable First name only on the record.<\/td><\/tr> Duplicate or confusing greeting names<\/td> No naming convention followed<\/td> Adopt clear names, e.g. Formal, Casual, VIP.<\/td><\/tr> Greeting field blank on printed document<\/td> No greeting linked to the Business Partner<\/td> Assign a greeting on the Business Partner or User window.<\/td><\/tr> Recent changes not visible in print<\/td> Client-side cache not refreshed<\/td> Log out and back in, or refresh the role cache.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Business Partner window to link greetings to customers and vendors.<\/li>\n\n\n\n
- Configure the User window to assign greetings to individual contacts.<\/li>\n\n\n\n
- Review invoice and quotation print formats that reference the Greeting field.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Greeting window in iDempiere stores the salutation text, such as \u201cDear,\u201d that is merged with a contact\u2019s name on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-27298","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27298"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions"}],"predecessor-version":[{"id":27526,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions\/27526"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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.<\/p>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a New Greeting Record<\/strong><\/h3>\n\n\n\nClick New, then set Tenant and Organization. Use * for Organization if the greeting should be shared across all stores or branches.<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Enter the Greeting Name and Text<\/strong><\/h3>\n\n\n\nEnter a short, descriptive Name such as \u201cDear\u201d. Enter the exact salutation text in the Greeting field, for example \u201cDear\u201d.<\/p>\n\n\n\n
Step 3: Set First Name Only Preference<\/strong><\/h3>\n\n\n\nCheck First name only for casual communications. Leave unchecked to print the full Business Partner or contact name.<\/p>\n\n\n\n
Step 4: Mark as Default (If Applicable)<\/strong><\/h3>\n\n\n\nCheck Default only on the greeting that should apply automatically. Uncheck Default on any other record for the same Organization.<\/p>\n\n\n\n
Step 5: Activate the Record<\/strong><\/h3>\n\n\n\nConfirm the Active checkbox is ticked, then click Save.<\/p>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Tenant<\/td> POTS<\/td> Client that owns this greeting record.<\/td><\/tr> Organization<\/td> *<\/td> Scope of availability; * means all organizations.<\/td><\/tr> Name<\/td> Dear<\/td> Internal identifier shown in selection lists.<\/td><\/tr> Active<\/td> Checked<\/td> Controls whether the greeting is selectable.<\/td><\/tr> Greeting<\/td> Dear<\/td> Salutation text merged into printed documents.<\/td><\/tr> First name only<\/td> Unchecked<\/td> Prints first name only when checked.<\/td><\/tr> Default<\/td> Checked<\/td> Automatically applied when no greeting is set.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Greeting missing from BP dropdown<\/td> Active checkbox is unchecked<\/td> Enable Active on the greeting record.<\/td><\/tr> Wrong greeting prints on invoices<\/td> Multiple records marked Default<\/td> Keep only one Default greeting per Organization.<\/td><\/tr> Greeting unavailable to other stores<\/td> Organization set to a specific branch<\/td> Set Organization to * for shared use.<\/td><\/tr> Full name prints instead of first name<\/td> First name only left unchecked<\/td> Enable First name only on the record.<\/td><\/tr> Duplicate or confusing greeting names<\/td> No naming convention followed<\/td> Adopt clear names, e.g. Formal, Casual, VIP.<\/td><\/tr> Greeting field blank on printed document<\/td> No greeting linked to the Business Partner<\/td> Assign a greeting on the Business Partner or User window.<\/td><\/tr> Recent changes not visible in print<\/td> Client-side cache not refreshed<\/td> Log out and back in, or refresh the role cache.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Configure the Business Partner window to link greetings to customers and vendors.<\/li>\n\n\n\n
- Configure the User window to assign greetings to individual contacts.<\/li>\n\n\n\n
- Review invoice and quotation print formats that reference the Greeting field.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Greeting window in iDempiere stores the salutation text, such as \u201cDear,\u201d that is merged with a contact\u2019s name on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-27298","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27298"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions"}],"predecessor-version":[{"id":27526,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions\/27526"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Click New, then set Tenant and Organization. Use * for Organization if the greeting should be shared across all stores or branches.<\/p>\n\n\n\n Enter a short, descriptive Name such as \u201cDear\u201d. Enter the exact salutation text in the Greeting field, for example \u201cDear\u201d.<\/p>\n\n\n\n Check First name only for casual communications. Leave unchecked to print the full Business Partner or contact name.<\/p>\n\n\n\n Check Default only on the greeting that should apply automatically. Uncheck Default on any other record for the same Organization.<\/p>\n\n\n\n Confirm the Active checkbox is ticked, then click Save.<\/p>\n\n\n\n The Greeting window in iDempiere stores the salutation text, such as \u201cDear,\u201d that is merged with a contact\u2019s name on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-27298","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=27298"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions"}],"predecessor-version":[{"id":27526,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/27298\/revisions\/27526"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=27298"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=27298"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=27298"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/figure>\n\n\n\nStep 2: Enter the Greeting Name and Text<\/strong><\/h3>\n\n\n\n
Step 3: Set First Name Only Preference<\/strong><\/h3>\n\n\n\n
Step 4: Mark as Default (If Applicable)<\/strong><\/h3>\n\n\n\n
Step 5: Activate the Record<\/strong><\/h3>\n\n\n\n
Field Reference Table<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Tenant<\/td> POTS<\/td> Client that owns this greeting record.<\/td><\/tr> Organization<\/td> *<\/td> Scope of availability; * means all organizations.<\/td><\/tr> Name<\/td> Dear<\/td> Internal identifier shown in selection lists.<\/td><\/tr> Active<\/td> Checked<\/td> Controls whether the greeting is selectable.<\/td><\/tr> Greeting<\/td> Dear<\/td> Salutation text merged into printed documents.<\/td><\/tr> First name only<\/td> Unchecked<\/td> Prints first name only when checked.<\/td><\/tr> Default<\/td> Checked<\/td> Automatically applied when no greeting is set.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> Greeting missing from BP dropdown<\/td> Active checkbox is unchecked<\/td> Enable Active on the greeting record.<\/td><\/tr> Wrong greeting prints on invoices<\/td> Multiple records marked Default<\/td> Keep only one Default greeting per Organization.<\/td><\/tr> Greeting unavailable to other stores<\/td> Organization set to a specific branch<\/td> Set Organization to * for shared use.<\/td><\/tr> Full name prints instead of first name<\/td> First name only left unchecked<\/td> Enable First name only on the record.<\/td><\/tr> Duplicate or confusing greeting names<\/td> No naming convention followed<\/td> Adopt clear names, e.g. Formal, Casual, VIP.<\/td><\/tr> Greeting field blank on printed document<\/td> No greeting linked to the Business Partner<\/td> Assign a greeting on the Business Partner or User window.<\/td><\/tr> Recent changes not visible in print<\/td> Client-side cache not refreshed<\/td> Log out and back in, or refresh the role cache.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
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