What is Leslie's role? Why is the customer related to Leslie?
Adrian Crum Sandglass Software www.sandglass-software.com On 1/16/2015 11:42 AM, Ron Wheeler wrote:
Does this look like a file that could be imported to produce 2 customers. Both should be assigned to "LESLIE". I gather from the partyRelationshipName that this is the correct Type <PartyRelationshipType description="" hasTable="N" parentTypeId="" partyRelationshipName="Account owned by" partyRelationshipTypeId="ACCOUNT" roleTypeIdValidFrom="" roleTypeIdValidTo=""/> The partyRelationshipTypeId="ACCOUNT" could be better. partyRelationshipTypeId="ACCOUNT_OWNER" would be clearer and more consistent with <PartyRelationshipType description="" hasTable="N" parentTypeId="" partyRelationshipName="Lead Owned by" partyRelationshipTypeId="LEAD_OWNER" roleTypeIdValidFrom="" roleTypeIdValidTo=""/> and <PartyRelationshipType description="" hasTable="N" parentTypeId="" partyRelationshipName="Lead Owners/Managers" partyRelationshipTypeId="LEAD_OWN_GRP_MEMBER" roleTypeIdValidFrom="" roleTypeIdValidTo=""/> They have a SIC code and an SIC description assigned to them as attributes. Is there are better way to handle this (Table of SIC entities and a relation to it or does that require code changes)? <entity-engine-xml> <PartyGroup partyId="FOUR SEASONS HOTEL" groupName="OFBIZ COMPANY NAME"/> <Party partyId="FOUR SEASONS HOTEL" partyTypeId="PARTY_GROUP" externalId="100012"/> <PartyRole partyId="FOUR SEASONS HOTEL" roleTypeId="CUSTOMER"/> <PartyAttribute partyId="FOUR SEASONS HOTEL" attrName="SIC" attrValue="13"/> <PartyAttribute partyId="FOUR SEASONS HOTEL" attrName="SIC Description" attrValue="Miscellaneous"/> <ContactMech contactMechId="FOUR SEASONS HOTEL_POSTAL" contactMechTypeId="POSTAL_ADDRESS"/> <PostalAddress contactMechId="FOUR SEASONS HOTEL_POSTAL" toName="FOUR SEASONS HOTEL" address1="123 Main Street" city="NewYork" countryGeoId="USA" stateProvinceGeoId="NY" postalCode="126785"/> <PartyContactMech partyId="FOUR SEASONS HOTEL" contactMechId="FOUR SEASONS HOTEL-POSTAL" fromDate="2015-01-01 00:00:00.000" allowSolicitation="Y"/> <ContactMech contactMechId="FOUR SEASONS HOTEL_EMAIL" contactMechTypeId="EMAIL_ADDRESS" infoString="t...@gmail.com"/> <PartyContactMech partyId="FOUR SEASONS HOTEL" contactMechId="FOUR SEASONS HOTEL_EMAIL" fromDate="2015-01-01 00:00:00.000" allowSolicitation="Y"/> <PartyContactMechPurpose contactMechPurposeTypeId="PRIMARY_EMAIL" partyId="FOUR SEASONS HOTEL" contactMechId="FOUR SEASONS HOTEL_MAIL" fromDate="2015-01-01 00:00:00.000"/> <ContactMech contactMechId="FOUR SEASONS HOTEL_PHONE" contactMechTypeId="POSTAL_ADDRESS"/> <TelecomNumber contactMechId="FOUR SEASONS HOTEL_PHONE" type="PHONE" countryCode="1" areaCode="254" contactNumber="555-4534"/> <PartyContactMech partyId="FOUR SEASONS HOTEL" contactMechId="FOUR SEASONS HOTEL_PHONE" fromDate="2015-01-01 00:00:00.000" allowSolicitation="Y"/> <PartyRelationship partyIdFrom="FOUR SEASONS HOTEL" partyIdTo="LESLIE" partyRelationshipTypeId="ACCOUNT" roleTypeIdFrom="_NA_" roleTypeIdTo="_NA_" fromDate="2015-01-01 00:00:00.000"/> <PartyGroup partyId="ABC ELECTRIC" groupName="OFBIZ COMPANY NAME"/> <Party partyId="ABC ELECTRIC" partyTypeId="PARTY_GROUP" externalId="100041"/> <PartyRole partyId="ABC ELECTRIC" roleTypeId="CUSTOMER"/> <PartyAttribute partyId="ABC ELECTRIC" attrName="SIC" attrValue="02D"/> <PartyAttribute partyId="ABC ELECTRIC" attrName="SIC Description" attrValue="Electrical Contractor"/> <ContactMech contactMechId="ABC ELECTRIC_POSTAL" contactMechTypeId="POSTAL_ADDRESS"/> <PostalAddress contactMechId="ABC ELECTRIC_POSTAL" toName="ABC ELECTRIC" address1="123 Main Street" city="Toronto" postalCode="N5N 5X5" countryGeoId="CANADA" stateProvinceGeoId="ON" /> <PartyContactMech partyId="ABC ELECTRIC" contactMechId="ABC ELECTRIC-POSTAL" fromDate="2015-01-01 00:00:00.000" allowSolicitation="Y"/> <ContactMech contactMechId="ABC ELECTRIC_EMAIL" contactMechTypeId="EMAIL_ADDRESS" infoString="t...@gmail.com"/> <PartyContactMech partyId="ABC ELECTRIC" contactMechId="ABC ELECTRIC_EMAIL" fromDate="2015-01-01 00:00:00.000" allowSolicitation="Y"/> <PartyContactMechPurpose contactMechPurposeTypeId="PRIMARY_EMAIL" partyId="ABC ELECTRIC" contactMechId="ABC ELECTRIC_MAIL" fromDate="2015-01-01 00:00:00.000"/> <ContactMech contactMechId="ABC ELECTRIC_PHONE" contactMechTypeId="POSTAL_ADDRESS"/> <TelecomNumber contactMechId="ABC ELECTRIC_PHONE" type="PHONE" countryCode="1" areaCode="506" contactNumber="555-4433"/> <PartyContactMech partyId="ABC ELECTRIC" contactMechId="ABC ELECTRIC_PHONE" fromDate="2015-01-01 00:00:00.000" allowSolicitation="Y"/> <PartyRelationship partyIdFrom="ABC ELECTRIC" partyIdTo="LESLIE" partyRelationshipTypeId="ACCOUNT" roleTypeIdFrom="_NA_" roleTypeIdTo="_NA_" fromDate="2015-01-01 00:00:00.000"/> </entity-engine-xml>
