PartyRelationship help
Locked
 
|
What are the ways in which PartyRelationship's affect other ofbiz functionality?
For example, a recent forum post suggests that PartyRelationship's can be used to create an organisational hierarchy that effects how accounting information is rolled up. |
|
|
you can use the
https://demo.ofbiz.org/webtools/control/ViewRelations?entityName=PartyRelationship click on the related entity to see what data is in each snowch sent the following on 7/13/2009 2:07 PM: > What are the ways in which PartyRelationship's affect other ofbiz > functionality? > > For example, a recent forum post suggests that PartyRelationship's can be > used to create an organisational hierarchy that effects how accounting > information is rolled up. > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator. |
|
|
Sorry BJ, I didn't word my question very well.
Do users need to manually create party relationship records? Which ones should a user create manually (through the party relationship screen), and which ones are created automatically (e.g. adding a SFA lead through the ofbiz UI creates a new party relationship)?
|
|
|
In reply to this post by BJ Freeman
I have not covered SFA to be specific
however I envision for SFA and CRM buttons that can be used to establish relationships. and yes some would be done thru SECA that trigger on say the creation of of a new lead. the new lead UI would need to have a partyid field for who the lead was to be related to, so others could input the lead for someone else Like getting email or snail mails where a someone input these and assigns the Party that will be responsible. snowch sent the following on 7/16/2009 12:44 PM: > Sorry BJ, I didn't word my question very well. > > Do users need to manually create party relationship records? Which ones > should a user create manually (through the party relationship screen), and > which ones are created automatically (e.g. adding a SFA lead through the > ofbiz UI creates a new party relationship)? > > > > BJ Freeman wrote: >> you can use the >> https://demo.ofbiz.org/webtools/control/ViewRelations?entityName=PartyRelationship >> click on the related entity to see what data is in each >> >> >> >> snowch sent the following on 7/13/2009 2:07 PM: >>> What are the ways in which PartyRelationship's affect other ofbiz >>> functionality? >>> >>> For example, a recent forum post suggests that PartyRelationship's can be >>> used to create an organisational hierarchy that effects how accounting >>> information is rolled up. >>> >> -- >> BJ Freeman >> http://www.businessesnetwork.com/automation >> http://bjfreeman.elance.com >> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >> Systems Integrator. >> >> >> > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator. |
|
|
Have I interpreted the various docs correctly - do some partyRelationships need to be created manually for various ofbiz functionality to work?
|
|
|
In reply to this post by BJ Freeman
yes
snowch sent the following on 7/16/2009 1:09 PM: > Have I interpreted the various docs correctly - do some partyRelationships > need to be created manually for various ofbiz functionality to work? > > > BJ Freeman wrote: >> I have not covered SFA to be specific >> however I envision for SFA and CRM buttons that can be used to establish >> relationships. >> and yes some would be done thru SECA that trigger on say the creation of >> of a new lead. the new lead UI would need to have a partyid field for >> who the lead was to be related to, so others could input the lead for >> someone else >> Like getting email or snail mails where a someone input these and >> assigns the Party that will be responsible. >> >> >> snowch sent the following on 7/16/2009 12:44 PM: >>> Sorry BJ, I didn't word my question very well. >>> >>> Do users need to manually create party relationship records? Which ones >>> should a user create manually (through the party relationship screen), >>> and >>> which ones are created automatically (e.g. adding a SFA lead through the >>> ofbiz UI creates a new party relationship)? >>> >>> >>> >>> BJ Freeman wrote: >>>> you can use the >>>> https://demo.ofbiz.org/webtools/control/ViewRelations?entityName=PartyRelationship >>>> click on the related entity to see what data is in each >>>> >>>> >>>> >>>> snowch sent the following on 7/13/2009 2:07 PM: >>>>> What are the ways in which PartyRelationship's affect other ofbiz >>>>> functionality? >>>>> >>>>> For example, a recent forum post suggests that PartyRelationship's can >>>>> be >>>>> used to create an organisational hierarchy that effects how accounting >>>>> information is rolled up. >>>>> >>>> -- >>>> BJ Freeman >>>> http://www.businessesnetwork.com/automation >>>> http://bjfreeman.elance.com >>>> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >>>> Systems Integrator. >>>> >>>> >>>> >> -- >> BJ Freeman >> http://www.businessesnetwork.com/automation >> http://bjfreeman.elance.com >> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >> Systems Integrator. >> >> >> > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator. |
|
|
which ones? for what purpose? - I can't find any documentation on manually creating partyRelationships? E.g. when do I need to create an organizational rollup party relationship? what should the roleTypes and partyRelationshipTypes be? What are the other relationships that need to be manually created?
|
|
|
In reply to this post by BJ Freeman
the best I can give you is to go to
https://demo.ofbiz.org/webtools/control/ArtifactInfo type in partyRelationship it will show you all the places that it is used. snowch sent the following on 7/16/2009 1:27 PM: > which ones? for what purpose? - I can't find any documentation on manually > creating partyRelationships? E.g. when do I need to create an > organizational rollup party relationship? what should the roleTypes and > partyRelationshipTypes be? What are the other relationships that need to be > manually created? > > > BJ Freeman wrote: >> yes >> >> >> snowch sent the following on 7/16/2009 1:09 PM: >>> Have I interpreted the various docs correctly - do some >>> partyRelationships >>> need to be created manually for various ofbiz functionality to work? >>> >>> >>> BJ Freeman wrote: >>>> I have not covered SFA to be specific >>>> however I envision for SFA and CRM buttons that can be used to establish >>>> relationships. >>>> and yes some would be done thru SECA that trigger on say the creation of >>>> of a new lead. the new lead UI would need to have a partyid field for >>>> who the lead was to be related to, so others could input the lead for >>>> someone else >>>> Like getting email or snail mails where a someone input these and >>>> assigns the Party that will be responsible. >>>> >>>> >>>> snowch sent the following on 7/16/2009 12:44 PM: >>>>> Sorry BJ, I didn't word my question very well. >>>>> >>>>> Do users need to manually create party relationship records? Which ones >>>>> should a user create manually (through the party relationship screen), >>>>> and >>>>> which ones are created automatically (e.g. adding a SFA lead through >>>>> the >>>>> ofbiz UI creates a new party relationship)? >>>>> >>>>> >>>>> >>>>> BJ Freeman wrote: >>>>>> you can use the >>>>>> https://demo.ofbiz.org/webtools/control/ViewRelations?entityName=PartyRelationship >>>>>> click on the related entity to see what data is in each >>>>>> >>>>>> >>>>>> >>>>>> snowch sent the following on 7/13/2009 2:07 PM: >>>>>>> What are the ways in which PartyRelationship's affect other ofbiz >>>>>>> functionality? >>>>>>> >>>>>>> For example, a recent forum post suggests that PartyRelationship's >>>>>>> can >>>>>>> be >>>>>>> used to create an organisational hierarchy that effects how >>>>>>> accounting >>>>>>> information is rolled up. >>>>>>> >>>>>> -- >>>>>> BJ Freeman >>>>>> http://www.businessesnetwork.com/automation >>>>>> http://bjfreeman.elance.com >>>>>> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >>>>>> Systems Integrator. >>>>>> >>>>>> >>>>>> >>>> -- >>>> BJ Freeman >>>> http://www.businessesnetwork.com/automation >>>> http://bjfreeman.elance.com >>>> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >>>> Systems Integrator. >>>> >>>> >>>> >> -- >> BJ Freeman >> http://www.businessesnetwork.com/automation >> http://bjfreeman.elance.com >> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >> Systems Integrator. >> >> >> > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator. |
|
|
In reply to this post by BJ Freeman
yes the one thing that escape me was each relationship must share the
same role type. snowch sent the following on 7/16/2009 1:27 PM: > which ones? for what purpose? - I can't find any documentation on manually > creating partyRelationships? E.g. when do I need to create an > organizational rollup party relationship? what should the roleTypes and > partyRelationshipTypes be? What are the other relationships that need to be > manually created? > > > BJ Freeman wrote: >> yes >> >> >> snowch sent the following on 7/16/2009 1:09 PM: >>> Have I interpreted the various docs correctly - do some >>> partyRelationships >>> need to be created manually for various ofbiz functionality to work? >>> >>> >>> BJ Freeman wrote: >>>> I have not covered SFA to be specific >>>> however I envision for SFA and CRM buttons that can be used to establish >>>> relationships. >>>> and yes some would be done thru SECA that trigger on say the creation of >>>> of a new lead. the new lead UI would need to have a partyid field for >>>> who the lead was to be related to, so others could input the lead for >>>> someone else >>>> Like getting email or snail mails where a someone input these and >>>> assigns the Party that will be responsible. >>>> >>>> >>>> snowch sent the following on 7/16/2009 12:44 PM: >>>>> Sorry BJ, I didn't word my question very well. >>>>> >>>>> Do users need to manually create party relationship records? Which ones >>>>> should a user create manually (through the party relationship screen), >>>>> and >>>>> which ones are created automatically (e.g. adding a SFA lead through >>>>> the >>>>> ofbiz UI creates a new party relationship)? >>>>> >>>>> >>>>> >>>>> BJ Freeman wrote: >>>>>> you can use the >>>>>> https://demo.ofbiz.org/webtools/control/ViewRelations?entityName=PartyRelationship >>>>>> click on the related entity to see what data is in each >>>>>> >>>>>> >>>>>> >>>>>> snowch sent the following on 7/13/2009 2:07 PM: >>>>>>> What are the ways in which PartyRelationship's affect other ofbiz >>>>>>> functionality? >>>>>>> >>>>>>> For example, a recent forum post suggests that PartyRelationship's >>>>>>> can >>>>>>> be >>>>>>> used to create an organisational hierarchy that effects how >>>>>>> accounting >>>>>>> information is rolled up. >>>>>>> >>>>>> -- >>>>>> BJ Freeman >>>>>> http://www.businessesnetwork.com/automation >>>>>> http://bjfreeman.elance.com >>>>>> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >>>>>> Systems Integrator. >>>>>> >>>>>> >>>>>> >>>> -- >>>> BJ Freeman >>>> http://www.businessesnetwork.com/automation >>>> http://bjfreeman.elance.com >>>> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >>>> Systems Integrator. >>>> >>>> >>>> >> -- >> BJ Freeman >> http://www.businessesnetwork.com/automation >> http://bjfreeman.elance.com >> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro >> Systems Integrator. >> >> >> > -- BJ Freeman http://www.businessesnetwork.com/automation http://bjfreeman.elance.com http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro Systems Integrator. |
|
|
In reply to this post by BJ Freeman
That link was just what I needed. Many thanks...
|
«
Return to OFBiz - User
|
1 view|%1 views
| Free forum by Nabble | Edit this page |