Relationship tab in Party Management

[naveenchanda]

Dear All,

I would like to know, the exact usage of Relationship tab under the Party.

could any one explain me, the steps to use this functionality.

How can i relate one role with another ?

For e.g. if i create a person such as Testperson than how can i identify this person is a Customer or Vendor or he is belonging to a partygroup.

Please explain me.

Thanks and Regards,
Naveen Chanda

[Rashko Rejmer]

Hello Naveen,

Party Relationship tab is the exact place for fulfilling your example.  
There you can create relationship between two parties.

For example you can check here:
https://demo.ofbiz.org/partymgr/control/EditPartyRelationships?partyId=DemoCustAgent

There you can find example relationship of type agent between  
DemoCustAgent and  DemoCustCompany parties.

You have to remember that before creating any relationship, the  
parties should posses the roles that you will use. Another important  
thing is "is A" field that actually represents the relation type(in  
this example agent).

Regards,
Rashko Rejmer

On 21 Oct 2009, at 14:54, naveenchanda wrote:

>
> Dear All,
>
> I would like to know, the exact usage of Relationship tab under the  
> Party.
>
> could any one explain me, the steps to use this functionality.
>
> How can i relate one role with another ?
>
> For e.g. if i create a person such as Testperson than how can i  
> identify
> this person is a Customer or Vendor or he is belonging to a  
> partygroup.
>
> Please explain me.
>
> Thanks and Regards,
> Naveen Chanda
> --
> View this message in context: http://n4.nabble.com/Relationship-tab-in-Party-Management-tp275993p275993.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.

[Pal Infocom Technologies]

Hello Naveen

Relationship tab defines the relationship between two parties, whenever party loggs in he will be able to view the parties belong to him. Like If a Company group has number of employees, vendors etc; he can set their relationship with Company Group, through this tab to access the information


As you have mentioned about the example of Test Person, Test person who will be a employee to Party group A could be a  customer with Part Group B so while creating this party you have to set his role as employee after this Test Person loggins, click at Relationship Tab. Here you will be presented with a form named Add Other Party Relationship, where you can add as many as relationships with other parties depending upon  process of your application. Following are the steps :


To Party Id     : Test person id(it will appear automatically)

in the role of : Role of a Test Person with Party group A  (for eg. employee)

is A : Relation with Party Group B (for eg : Customer)

From Party Id :  Party Group Id


Preeti Verma

Business Analyst & Configurator – OFBiz Projects
Pal InfoCom Technologies Pvt. Ltd.,
Marketing office: Portland (USA)
Development lab: E-51, Ground Floor,
Phase 8, Ind Area
Mohali (India)
Phone [phone] (O)
Skype - preeti.palinfocom
www.PalInfoCom.net <http://www.PalInfoCom.net>

** Web, wireless & SMS enabled applications development & maintenance
** Ofbiz enterprise solution implementation ** Offshore project management

naveenchanda wrote

Dear All,

I would like to know, the exact usage of Relationship tab under the Party.

could any one explain me, the steps to use this functionality.

How can i relate one role with another ?

For e.g. if i create a person such as Testperson than how can i identify this person is a Customer or Vendor or he is belonging to a partygroup.

Please explain me.

Thanks and Regards,
Naveen Chanda

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