Purpose of Link Party?
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I am looking at the party manager application. Very nice.
Can someone tell me the business process of linking one party to the other? (The Link Party) Is there anyway to have recursive parties? Are here recursive roles? Thanks1 |
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I use it for orders where the shipping is different than the billing,
and I find the shipping address already in the another partyid. this order is flagged as suspect to be evaluated by someone. I have a page that shows the linked partyID when the order is pulled up. Phillip Rhodes sent the following on 10/19/2007 8:43 PM: > I am looking at the party manager application. Very nice. > > Can someone tell me the business process of linking one party to the other? (The Link Party) > > Is there anyway to have recursive parties? Are here recursive roles? > > Thanks1 > > > > |
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BJ
How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. Are you doing something similiar? Skip -----Original Message----- From: BJ Freeman [mailto:[hidden email]] Sent: Friday, October 19, 2007 9:19 PM To: [hidden email] Subject: Re: Purpose of Link Party? I use it for orders where the shipping is different than the billing, and I find the shipping address already in the another partyid. this order is flagged as suspect to be evaluated by someone. I have a page that shows the linked partyID when the order is pulled up. Phillip Rhodes sent the following on 10/19/2007 8:43 PM: > I am looking at the party manager application. Very nice. > > Can someone tell me the business process of linking one party to the other? (The Link Party) > > Is there anyway to have recursive parties? Are here recursive roles? > > Thanks1 > > > > |
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first all addresses are standardize to the Post office and are matched
against the Walk route List. This is done at the time the order is done. Addresses that have multiple possibilities, are put in the order task list to have someone resolve manually. The above requires a subscription to some mailing, or using USPS, UPS for address verification. then I do a couple of look ups on address, starting with zipcode then street. I use zipcode to speed up the search. then I look up first and last name then emails I give each a value for each lookup if found. the user can set the number they consider a possible fraud. if the number is reached then the order is set to fraud status so manual checking can be done skip@theDevers sent the following on 10/19/2007 10:42 PM: > BJ > > How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. > > Are you doing something similiar? > > Skip > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: Friday, October 19, 2007 9:19 PM > To: [hidden email] > Subject: Re: Purpose of Link Party? > > > I use it for orders where the shipping is different than the billing, > and I find the shipping address already in the another partyid. > this order is flagged as suspect to be evaluated by someone. > I have a page that shows the linked partyID when the order is pulled up. > > > Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >> I am looking at the party manager application. Very nice. >> >> Can someone tell me the business process of linking one party to the other? (The Link Party) >> >> Is there anyway to have recursive parties? Are here recursive roles? >> >> Thanks1 >> >> >> >> > > > > |
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BJ
Thanks, guess I getter reconsider my installation. Currently, the Ofbiz server does not have internet access (for security reasons). I have the mail server and apache on internet accessable subnet and obbiz servers and databse servers on an internal network. Am I being too paranoid? Maybe I should put in another network card in the obbiz servers hook them to an accessible firewall? Skip -----Original Message----- From: BJ Freeman [mailto:[hidden email]] Sent: Saturday, October 20, 2007 9:14 AM To: [hidden email] Subject: Re: Purpose of Link Party? first all addresses are standardize to the Post office and are matched against the Walk route List. This is done at the time the order is done. Addresses that have multiple possibilities, are put in the order task list to have someone resolve manually. The above requires a subscription to some mailing, or using USPS, UPS for address verification. then I do a couple of look ups on address, starting with zipcode then street. I use zipcode to speed up the search. then I look up first and last name then emails I give each a value for each lookup if found. the user can set the number they consider a possible fraud. if the number is reached then the order is set to fraud status so manual checking can be done skip@theDevers sent the following on 10/19/2007 10:42 PM: > BJ > > How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. > > Are you doing something similiar? > > Skip > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: Friday, October 19, 2007 9:19 PM > To: [hidden email] > Subject: Re: Purpose of Link Party? > > > I use it for orders where the shipping is different than the billing, > and I find the shipping address already in the another partyid. > this order is flagged as suspect to be evaluated by someone. > I have a page that shows the linked partyID when the order is pulled up. > > > Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >> I am looking at the party manager application. Very nice. >> >> Can someone tell me the business process of linking one party to the other? (The Link Party) >> >> Is there anyway to have recursive parties? Are here recursive roles? >> >> Thanks1 >> >> >> >> > > > > |
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In reply to this post by BJ Freeman
Also, one other question BJ. Do you run these lookups as a service after hours or is the performance good enough to do it in real time?
Skip -----Original Message----- From: BJ Freeman [mailto:[hidden email]] Sent: Saturday, October 20, 2007 9:14 AM To: [hidden email] Subject: Re: Purpose of Link Party? first all addresses are standardize to the Post office and are matched against the Walk route List. This is done at the time the order is done. Addresses that have multiple possibilities, are put in the order task list to have someone resolve manually. The above requires a subscription to some mailing, or using USPS, UPS for address verification. then I do a couple of look ups on address, starting with zipcode then street. I use zipcode to speed up the search. then I look up first and last name then emails I give each a value for each lookup if found. the user can set the number they consider a possible fraud. if the number is reached then the order is set to fraud status so manual checking can be done skip@theDevers sent the following on 10/19/2007 10:42 PM: > BJ > > How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. > > Are you doing something similiar? > > Skip > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: Friday, October 19, 2007 9:19 PM > To: [hidden email] > Subject: Re: Purpose of Link Party? > > > I use it for orders where the shipping is different than the billing, > and I find the shipping address already in the another partyid. > this order is flagged as suspect to be evaluated by someone. > I have a page that shows the linked partyID when the order is pulled up. > > > Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >> I am looking at the party manager application. Very nice. >> >> Can someone tell me the business process of linking one party to the other? (The Link Party) >> >> Is there anyway to have recursive parties? Are here recursive roles? >> >> Thanks1 >> >> >> >> > > > > |
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that is a loaded question.
it really depends on your network to the service. assuming the optimum response from the remote services. I have processed up to 75 addresses per second. if a first match is not done, it is put in the order task list to be dealt with by humans. skip@theDevers sent the following on 10/20/2007 10:51 AM: > Also, one other question BJ. Do you run these lookups as a service after hours or is the performance good enough to do it in real time? > > Skip > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: Saturday, October 20, 2007 9:14 AM > To: [hidden email] > Subject: Re: Purpose of Link Party? > > > first all addresses are standardize to the Post office and are matched > against the Walk route List. This is done at the time the order is done. > Addresses that have multiple possibilities, are put in the order task > list to have someone resolve manually. > The above requires a subscription to some mailing, or using USPS, UPS > for address verification. > > then I do a couple of look ups on address, starting with zipcode then > street. I use zipcode to speed up the search. > then I look up first and last name > then emails > > I give each a value for each lookup if found. > the user can set the number they consider a possible fraud. > if the number is reached then the order is set to fraud status so manual > checking can be done > > > skip@theDevers sent the following on 10/19/2007 10:42 PM: >> BJ >> >> How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. >> >> Are you doing something similiar? >> >> Skip >> >> -----Original Message----- >> From: BJ Freeman [mailto:[hidden email]] >> Sent: Friday, October 19, 2007 9:19 PM >> To: [hidden email] >> Subject: Re: Purpose of Link Party? >> >> >> I use it for orders where the shipping is different than the billing, >> and I find the shipping address already in the another partyid. >> this order is flagged as suspect to be evaluated by someone. >> I have a page that shows the linked partyID when the order is pulled up. >> >> >> Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >>> I am looking at the party manager application. Very nice. >>> >>> Can someone tell me the business process of linking one party to the other? (The Link Party) >>> >>> Is there anyway to have recursive parties? Are here recursive roles? >>> >>> Thanks1 >>> >>> >>> >>> >> >> >> > > > > |
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In reply to this post by SkipDever
from a previous email:
you can setup port access only. you can use port 80 for ofbiz. if you don't open Port 8443 on the router(firewall) then it can not be access via the internet. you can do this buy building the IP that can access port 8443. you can also setup the IP addresses in your router so only local IP's (192.168.*.* or 10.*.*.*) can access port 8443. I always recommend you have a router/firewall box that is seperate from your linux box. then do the same on your linux box. skip@theDevers sent the following on 10/20/2007 10:50 AM: > BJ > > Thanks, guess I getter reconsider my installation. Currently, the Ofbiz server does not have internet access (for security reasons). I have the mail server and apache on internet accessable subnet and obbiz servers and databse servers on an internal network. > > Am I being too paranoid? > > Maybe I should put in another network card in the obbiz servers hook them to an accessible firewall? > > Skip > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: Saturday, October 20, 2007 9:14 AM > To: [hidden email] > Subject: Re: Purpose of Link Party? > > > first all addresses are standardize to the Post office and are matched > against the Walk route List. This is done at the time the order is done. > Addresses that have multiple possibilities, are put in the order task > list to have someone resolve manually. > The above requires a subscription to some mailing, or using USPS, UPS > for address verification. > > then I do a couple of look ups on address, starting with zipcode then > street. I use zipcode to speed up the search. > then I look up first and last name > then emails > > I give each a value for each lookup if found. > the user can set the number they consider a possible fraud. > if the number is reached then the order is set to fraud status so manual > checking can be done > > > skip@theDevers sent the following on 10/19/2007 10:42 PM: >> BJ >> >> How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. >> >> Are you doing something similiar? >> >> Skip >> >> -----Original Message----- >> From: BJ Freeman [mailto:[hidden email]] >> Sent: Friday, October 19, 2007 9:19 PM >> To: [hidden email] >> Subject: Re: Purpose of Link Party? >> >> >> I use it for orders where the shipping is different than the billing, >> and I find the shipping address already in the another partyid. >> this order is flagged as suspect to be evaluated by someone. >> I have a page that shows the linked partyID when the order is pulled up. >> >> >> Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >>> I am looking at the party manager application. Very nice. >>> >>> Can someone tell me the business process of linking one party to the other? (The Link Party) >>> >>> Is there anyway to have recursive parties? Are here recursive roles? >>> >>> Thanks1 >>> >>> >>> >>> >> >> >> > > > > |
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BJ
Once again, thanks. Glad you listen on the list. Your a great source of experience. Skip -----Original Message----- From: BJ Freeman [mailto:[hidden email]] Sent: Saturday, October 20, 2007 11:00 AM To: [hidden email] Subject: Re: Purpose of Link Party? from a previous email: you can setup port access only. you can use port 80 for ofbiz. if you don't open Port 8443 on the router(firewall) then it can not be access via the internet. you can do this buy building the IP that can access port 8443. you can also setup the IP addresses in your router so only local IP's (192.168.*.* or 10.*.*.*) can access port 8443. I always recommend you have a router/firewall box that is seperate from your linux box. then do the same on your linux box. skip@theDevers sent the following on 10/20/2007 10:50 AM: > BJ > > Thanks, guess I getter reconsider my installation. Currently, the Ofbiz server does not have internet access (for security reasons). I have the mail server and apache on internet accessable subnet and obbiz servers and databse servers on an internal network. > > Am I being too paranoid? > > Maybe I should put in another network card in the obbiz servers hook them to an accessible firewall? > > Skip > > -----Original Message----- > From: BJ Freeman [mailto:[hidden email]] > Sent: Saturday, October 20, 2007 9:14 AM > To: [hidden email] > Subject: Re: Purpose of Link Party? > > > first all addresses are standardize to the Post office and are matched > against the Walk route List. This is done at the time the order is done. > Addresses that have multiple possibilities, are put in the order task > list to have someone resolve manually. > The above requires a subscription to some mailing, or using USPS, UPS > for address verification. > > then I do a couple of look ups on address, starting with zipcode then > street. I use zipcode to speed up the search. > then I look up first and last name > then emails > > I give each a value for each lookup if found. > the user can set the number they consider a possible fraud. > if the number is reached then the order is set to fraud status so manual > checking can be done > > > skip@theDevers sent the following on 10/19/2007 10:42 PM: >> BJ >> >> How do you find the alternate shipping address. I have been considering this myself. I was considering building a hash of the address to check for existing addresses to avoid things like 1234 S.E St and 1234 SouthEast St. >> >> Are you doing something similiar? >> >> Skip >> >> -----Original Message----- >> From: BJ Freeman [mailto:[hidden email]] >> Sent: Friday, October 19, 2007 9:19 PM >> To: [hidden email] >> Subject: Re: Purpose of Link Party? >> >> >> I use it for orders where the shipping is different than the billing, >> and I find the shipping address already in the another partyid. >> this order is flagged as suspect to be evaluated by someone. >> I have a page that shows the linked partyID when the order is pulled up. >> >> >> Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >>> I am looking at the party manager application. Very nice. >>> >>> Can someone tell me the business process of linking one party to the other? (The Link Party) >>> >>> Is there anyway to have recursive parties? Are here recursive roles? >>> >>> Thanks1 >>> >>> >>> >>> >> >> >> > > > > |
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In reply to this post by BJ Freeman
BJ
I'm looking to do something similar. Is the integration with USPS for address verification a customization, or is it available in standard OfBiz? Thanks
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it is a customization. I did it with Ver 3.0.
The Walk route list is a subscription for the USPS. there are a couple of approaches. 1) verify while customer is placing order. 2) verify after order is placed and before order is shipped. I did #2. Vince Clark sent the following on 6/13/2008 7:40 AM: > BJ > > I'm looking to do something similar. Is the integration with USPS for > address verification a customization, or is it available in standard OfBiz? > > Thanks > > > BJ Freeman wrote: >> first all addresses are standardize to the Post office and are matched >> against the Walk route List. This is done at the time the order is done. >> Addresses that have multiple possibilities, are put in the order task >> list to have someone resolve manually. >> The above requires a subscription to some mailing, or using USPS, UPS >> for address verification. >> >> then I do a couple of look ups on address, starting with zipcode then >> street. I use zipcode to speed up the search. >> then I look up first and last name >> then emails >> >> I give each a value for each lookup if found. >> the user can set the number they consider a possible fraud. >> if the number is reached then the order is set to fraud status so manual >> checking can be done >> >> >> skip@theDevers sent the following on 10/19/2007 10:42 PM: >>> BJ >>> >>> How do you find the alternate shipping address. I have been considering >>> this myself. I was considering building a hash of the address to check >>> for existing addresses to avoid things like 1234 S.E St and 1234 >>> SouthEast St. >>> >>> Are you doing something similiar? >>> >>> Skip >>> >>> -----Original Message----- >>> From: BJ Freeman [mailto:[hidden email]] >>> Sent: Friday, October 19, 2007 9:19 PM >>> To: [hidden email] >>> Subject: Re: Purpose of Link Party? >>> >>> >>> I use it for orders where the shipping is different than the billing, >>> and I find the shipping address already in the another partyid. >>> this order is flagged as suspect to be evaluated by someone. >>> I have a page that shows the linked partyID when the order is pulled up. >>> >>> >>> Phillip Rhodes sent the following on 10/19/2007 8:43 PM: >>>> I am looking at the party manager application. Very nice. >>>> >>>> Can someone tell me the business process of linking one party to the >>>> other? (The Link Party) >>>> >>>> Is there anyway to have recursive parties? Are here recursive roles? >>>> >>>> Thanks1 >>>> >>>> >>>> >>>> >>> >>> >>> >> > |
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