PartyRelationship help

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PartyRelationship help

snowch
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.
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Re: PartyRelationship help

BJ Freeman
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.

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Re: PartyRelationship help

snowch
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.
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Re: PartyRelationship help

BJ Freeman
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.

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Re: PartyRelationship help

snowch
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.
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Re: PartyRelationship help

BJ Freeman
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.

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Re: PartyRelationship help

snowch
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.
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Re: PartyRelationship help

BJ Freeman
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.

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Re: PartyRelationship help

BJ Freeman
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.

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Re: PartyRelationship help

snowch
In reply to this post by BJ Freeman
That link was just what I needed.   Many thanks...

BJ Freeman wrote
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.