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. > > > -- View this message in context: http://www.nabble.com/PartyRelationship-help-tp24469395p24523847.html Sent from the OFBiz - User mailing list archive at Nabble.com.
