Linking order to accounts

[Pierre Smits]

Hi All,

I am trying to implement an overview of sales orders to the accountscreen of
a party in SFA (like I have done in my patch regarding accounts and
agreements) but am at loss at the moment.

Looking through entities I don't find a relation between a (account) party
and a sales order.

Can you point me in the a right direction.

Regards,

Pierre

[Bilgin Ibryam-2]

Pierre Smits wrote:

> Hi All,
>
> I am trying to implement an overview of sales orders to the accountscreen of
> a party in SFA (like I have done in my patch regarding accounts and
> agreements) but am at loss at the moment.
>
> Looking through entities I don't find a relation between a (account) party
> and a sales order.
>
> Can you point me in the a right direction.
>
> Regards,
>
> Pierre
>
>  

OrderRole entity

Bilgin

[Pierre Smits]

Hi Bilgin,

Thanks for your insight.

This has got me puzzled. When I look at all the entities related to
agreements I see a different appraoch. With agreements there is starting
point entity called Agreements which establishes the relations between an
agreement and the two parties involved (the internal company and the
external party).

Whereas in orders there is no such entity. Shouldn't there have been a
similar approach?

Regards,

Pierre

2009/11/5 Bilgin Ibryam <[hidden email]>

> Pierre Smits wrote:
>
>> Hi All,
>>
>> I am trying to implement an overview of sales orders to the accountscreen
>> of
>> a party in SFA (like I have done in my patch regarding accounts and
>> agreements) but am at loss at the moment.
>>
>> Looking through entities I don't find a relation between a (account) party
>> and a sales order.
>>
>> Can you point me in the a right direction.
>>
>> Regards,
>>
>> Pierre
>>
>>
>>
> OrderRole entity
>
> Bilgin
>

[Pierre Smits]

When looking through entity OrderHeader I noticed that it contains a field
called BillingAccountID.

Is this the field that was intended to set the relation of the external
party irrespect of additional roles associated with the order?
This field, however, is never set (at least in my testcases, but I might
have missed something).

Might it be worthwhile to alter this field to 'PartyIDTo', like in entity
Agreements and have it filled?

Regards,

Pierre

2009/11/5 Pierre Smits <[hidden email]>

> Hi Bilgin,
>
> Thanks for your insight.
>
> This has got me puzzled. When I look at all the entities related to
> agreements I see a different appraoch. With agreements there is starting
> point entity called Agreements which establishes the relations between an
> agreement and the two parties involved (the internal company and the
> external party).
>
> Whereas in orders there is no such entity. Shouldn't there have been a
> similar approach?
>
> Regards,
>
> Pierre
>
> 2009/11/5 Bilgin Ibryam <[hidden email]>
>
> Pierre Smits wrote:
>>
>>> Hi All,
>>>
>>> I am trying to implement an overview of sales orders to the accountscreen
>>> of
>>> a party in SFA (like I have done in my patch regarding accounts and
>>> agreements) but am at loss at the moment.
>>>
>>> Looking through entities I don't find a relation between a (account)
>>> party
>>> and a sales order.
>>>
>>> Can you point me in the a right direction.
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>>
>>>
>> OrderRole entity
>>
>> Bilgin
>>
>
>

[Scott Gray-2]

OrderRole is the sole entity for linking parties to orders.  
billingAccountId serves a separate purpose.

Regards
Scott

HotWax Media
http://www.hotwaxmedia.com

On 6/11/2009, at 12:12 AM, Pierre Smits wrote:

> When looking through entity OrderHeader I noticed that it contains a  
> field
> called BillingAccountID.
>
> Is this the field that was intended to set the relation of the  
> external
> party irrespect of additional roles associated with the order?
> This field, however, is never set (at least in my testcases, but I  
> might
> have missed something).
>
> Might it be worthwhile to alter this field to 'PartyIDTo', like in  
> entity
> Agreements and have it filled?
>
> Regards,
>
> Pierre
>
> 2009/11/5 Pierre Smits <[hidden email]>
>
>> Hi Bilgin,
>>
>> Thanks for your insight.
>>
>> This has got me puzzled. When I look at all the entities related to
>> agreements I see a different appraoch. With agreements there is  
>> starting
>> point entity called Agreements which establishes the relations  
>> between an
>> agreement and the two parties involved (the internal company and the
>> external party).
>>
>> Whereas in orders there is no such entity. Shouldn't there have  
>> been a
>> similar approach?
>>
>> Regards,
>>
>> Pierre
>>
>> 2009/11/5 Bilgin Ibryam <[hidden email]>
>>
>> Pierre Smits wrote:
>>>
>>>> Hi All,
>>>>
>>>> I am trying to implement an overview of sales orders to the  
>>>> accountscreen
>>>> of
>>>> a party in SFA (like I have done in my patch regarding accounts and
>>>> agreements) but am at loss at the moment.
>>>>
>>>> Looking through entities I don't find a relation between a  
>>>> (account)
>>>> party
>>>> and a sales order.
>>>>
>>>> Can you point me in the a right direction.
>>>>
>>>> Regards,
>>>>
>>>> Pierre
>>>>
>>>>
>>>>
>>> OrderRole entity
>>>
>>> Bilgin
>>>
>>
>>

[Pierre Smits]

Hi Scott,

Thank you for your reply. Could you explain that the special purpose of
billingAccountID is?

Regards,

Pierre


2009/11/5 Scott Gray <[hidden email]>

> OrderRole is the sole entity for linking parties to orders.
>  billingAccountId serves a separate purpose.
>
> Regards
> Scott
>
> HotWax Media
> http://www.hotwaxmedia.com
>
>
> On 6/11/2009, at 12:12 AM, Pierre Smits wrote:
>
>  When looking through entity OrderHeader I noticed that it contains a field
>> called BillingAccountID.
>>
>> Is this the field that was intended to set the relation of the external
>> party irrespect of additional roles associated with the order?
>> This field, however, is never set (at least in my testcases, but I might
>> have missed something).
>>
>> Might it be worthwhile to alter this field to 'PartyIDTo', like in entity
>> Agreements and have it filled?
>>
>> Regards,
>>
>> Pierre
>>
>> 2009/11/5 Pierre Smits <[hidden email]>
>>
>>  Hi Bilgin,
>>>
>>> Thanks for your insight.
>>>
>>> This has got me puzzled. When I look at all the entities related to
>>> agreements I see a different appraoch. With agreements there is starting
>>> point entity called Agreements which establishes the relations between an
>>> agreement and the two parties involved (the internal company and the
>>> external party).
>>>
>>> Whereas in orders there is no such entity. Shouldn't there have been a
>>> similar approach?
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>> 2009/11/5 Bilgin Ibryam <[hidden email]>
>>>
>>> Pierre Smits wrote:
>>>
>>>>
>>>>  Hi All,
>>>>>
>>>>> I am trying to implement an overview of sales orders to the
>>>>> accountscreen
>>>>> of
>>>>> a party in SFA (like I have done in my patch regarding accounts and
>>>>> agreements) but am at loss at the moment.
>>>>>
>>>>> Looking through entities I don't find a relation between a (account)
>>>>> party
>>>>> and a sales order.
>>>>>
>>>>> Can you point me in the a right direction.
>>>>>
>>>>> Regards,
>>>>>
>>>>> Pierre
>>>>>
>>>>>
>>>>>
>>>>>  OrderRole entity
>>>>
>>>> Bilgin
>>>>
>>>>
>>>
>>>
>

[Scott Gray-2]

It links an order with a billing account for payment.  I don't really  
know what more I can say to explain it.

Regards
Scott

On 6/11/2009, at 12:45 AM, Pierre Smits wrote:

> Hi Scott,
>
> Thank you for your reply. Could you explain that the special purpose  
> of
> billingAccountID is?
>
> Regards,
>
> Pierre
>
>
> 2009/11/5 Scott Gray <[hidden email]>
>
>> OrderRole is the sole entity for linking parties to orders.
>> billingAccountId serves a separate purpose.
>>
>> Regards
>> Scott
>>
>> HotWax Media
>> http://www.hotwaxmedia.com
>>
>>
>> On 6/11/2009, at 12:12 AM, Pierre Smits wrote:
>>
>> When looking through entity OrderHeader I noticed that it contains  
>> a field
>>> called BillingAccountID.
>>>
>>> Is this the field that was intended to set the relation of the  
>>> external
>>> party irrespect of additional roles associated with the order?
>>> This field, however, is never set (at least in my testcases, but I  
>>> might
>>> have missed something).
>>>
>>> Might it be worthwhile to alter this field to 'PartyIDTo', like in  
>>> entity
>>> Agreements and have it filled?
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>> 2009/11/5 Pierre Smits <[hidden email]>
>>>
>>> Hi Bilgin,
>>>>
>>>> Thanks for your insight.
>>>>
>>>> This has got me puzzled. When I look at all the entities related to
>>>> agreements I see a different appraoch. With agreements there is  
>>>> starting
>>>> point entity called Agreements which establishes the relations  
>>>> between an
>>>> agreement and the two parties involved (the internal company and  
>>>> the
>>>> external party).
>>>>
>>>> Whereas in orders there is no such entity. Shouldn't there have  
>>>> been a
>>>> similar approach?
>>>>
>>>> Regards,
>>>>
>>>> Pierre
>>>>
>>>> 2009/11/5 Bilgin Ibryam <[hidden email]>
>>>>
>>>> Pierre Smits wrote:
>>>>
>>>>>
>>>>> Hi All,
>>>>>>
>>>>>> I am trying to implement an overview of sales orders to the
>>>>>> accountscreen
>>>>>> of
>>>>>> a party in SFA (like I have done in my patch regarding accounts  
>>>>>> and
>>>>>> agreements) but am at loss at the moment.
>>>>>>
>>>>>> Looking through entities I don't find a relation between a  
>>>>>> (account)
>>>>>> party
>>>>>> and a sales order.
>>>>>>
>>>>>> Can you point me in the a right direction.
>>>>>>
>>>>>> Regards,
>>>>>>
>>>>>> Pierre
>>>>>>
>>>>>>
>>>>>>
>>>>>> OrderRole entity
>>>>>
>>>>> Bilgin
>>>>>
>>>>>
>>>>
>>>>
>>

[Pierre Smits]

Hi Scott,

Thanks!

I guess I got confused when I saw this field in entity OrderHeader with
entity OrderRole also in mind where I see roles like BILL_TO_CUSTOMER being
set when a new order is created.

Regards,

Pierre

2009/11/5 Scott Gray <[hidden email]>

> It links an order with a billing account for payment.  I don't really know
> what more I can say to explain it.
>
> Regards
> Scott
>
>
> On 6/11/2009, at 12:45 AM, Pierre Smits wrote:
>
>  Hi Scott,
>>
>> Thank you for your reply. Could you explain that the special purpose of
>> billingAccountID is?
>>
>> Regards,
>>
>> Pierre
>>
>>
>> 2009/11/5 Scott Gray <[hidden email]>
>>
>>  OrderRole is the sole entity for linking parties to orders.
>>> billingAccountId serves a separate purpose.
>>>
>>> Regards
>>> Scott
>>>
>>> HotWax Media
>>> http://www.hotwaxmedia.com
>>>
>>>
>>> On 6/11/2009, at 12:12 AM, Pierre Smits wrote:
>>>
>>> When looking through entity OrderHeader I noticed that it contains a
>>> field
>>>
>>>> called BillingAccountID.
>>>>
>>>> Is this the field that was intended to set the relation of the external
>>>> party irrespect of additional roles associated with the order?
>>>> This field, however, is never set (at least in my testcases, but I might
>>>> have missed something).
>>>>
>>>> Might it be worthwhile to alter this field to 'PartyIDTo', like in
>>>> entity
>>>> Agreements and have it filled?
>>>>
>>>> Regards,
>>>>
>>>> Pierre
>>>>
>>>> 2009/11/5 Pierre Smits <[hidden email]>
>>>>
>>>> Hi Bilgin,
>>>>
>>>>>
>>>>> Thanks for your insight.
>>>>>
>>>>> This has got me puzzled. When I look at all the entities related to
>>>>> agreements I see a different appraoch. With agreements there is
>>>>> starting
>>>>> point entity called Agreements which establishes the relations between
>>>>> an
>>>>> agreement and the two parties involved (the internal company and the
>>>>> external party).
>>>>>
>>>>> Whereas in orders there is no such entity. Shouldn't there have been a
>>>>> similar approach?
>>>>>
>>>>> Regards,
>>>>>
>>>>> Pierre
>>>>>
>>>>> 2009/11/5 Bilgin Ibryam <[hidden email]>
>>>>>
>>>>> Pierre Smits wrote:
>>>>>
>>>>>
>>>>>> Hi All,
>>>>>>
>>>>>>>
>>>>>>> I am trying to implement an overview of sales orders to the
>>>>>>> accountscreen
>>>>>>> of
>>>>>>> a party in SFA (like I have done in my patch regarding accounts and
>>>>>>> agreements) but am at loss at the moment.
>>>>>>>
>>>>>>> Looking through entities I don't find a relation between a (account)
>>>>>>> party
>>>>>>> and a sales order.
>>>>>>>
>>>>>>> Can you point me in the a right direction.
>>>>>>>
>>>>>>> Regards,
>>>>>>>
>>>>>>> Pierre
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> OrderRole entity
>>>>>>>
>>>>>>
>>>>>> Bilgin
>>>>>>
>>>>>>
>>>>>>
>>>>>
>>>>>
>>>
>