Hi All:
You missed something here:
The original use case was NOT about creating orders. It was about sales
reps being able to access customer shopping lists.
OOTB, a user cannot create a shopping list without an account. I didn't
change this.
Best Regards,
Ruth
On 1/17/15 5:21 PM, Pierre Smits wrote:
Adrian,
I concur with your model, except aspect 4. That I would model as:
From Party = Susan Smith
From Role = Relation Manager
To Party = Bob Brown
To Role = Contact
partyRelationShipTypeId = Contact Relation
As for the concern regarding anonymous persons being able to order from the
internal companies on behalf of the customer organisation, there should be
checks in place, like sending the sales order to the purchasing officer of
the customer organisation and receiving confirmation before execution of
any sales order.
Best regards,
Pierre Smits
*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com
On Sat, Jan 17, 2015 at 10:40 PM, Adrian Crum <
adrian.c...@sandglass-software.com> wrote:
Ruth,
Your approach is interesting, but I am not convinced it is the best way to
model your client's data. Given a sales rep, a customer organization, and
purchasing agents buying products on behalf of the customer organization,
this is the model I would recommend:
Acme Corporation
----------------
Party Type = Internal Organization
Coyote Enterprises
------------------
Party Type = Organization
Susan Smith
-----------
Party Type = Person
Bob Brown
---------
Party Type = Person
Party Relationships
-------------------
1. From Party = Acme Corporation
From Role = Internal Organization
To Party = Susan Smith
To Role = Sales Rep
2. From Party = Coyote Enterprises
From Role = Organization
To Party = Bob Brown
To Role = Purchasing Agent
3. From Party = Acme Corporation
From Role = Internal Organization
To Party = Coyote Enterprises
To Role = Customer
4. From Party = Susan Smith
From Role = Sales Rep
To Party = Bob Brown
To Role = Customer Agent
Your use case also specifies an anonymous person can make a purchase on
behalf of the customer organization, and product prices are adjusted
accordingly. So, in that case you will need:
5. From Party = Susan Smith
From Role = Sales Rep
To Party = Coyote Enterprises
To Role = Customer
Personally, I try to avoid that type of party relationship because it
encourages fraud.
Adrian Crum
Sandglass Software
www.sandglass-software.com
On 1/17/2015 9:04 AM, Ruth Hoffman wrote:
Hi Ron:
In the interest of full disclosure, I have no relationship with the
author of the data modeling books referenced.
IMHO, It is because the data model books have stood the test of time and
have not been superseded by anything else, that they should be regarded
as the best source for OFBiz data modeling information. I wish some of
the past committers had done a better job of implementing the patterns
describe therein.
Not a project that I work on goes by, where I don't find that a
disregard or ignorance for these patterns resulted in project code that
cannot be easily adapted to work in my client's environment.
That aside, what I'd like to offer here is a real life example of:
"The party relationship type is optional, typically the party roles are
enough to describe the relationship."
Or how to use the partyRelationshipTypeId.
Since, email is not the best medium for me to communicate through, I've
posted a piece on my newly resurrected blog to describe a real life
situation where the use of party relationship types can be optional or
very useful.
If interested: http://www.aesolves.com/control/blog
As time permits, I'll update the blog to allow comments etc. but for
now, if you have any questions or comments concerning the content
posted, please feel free to contact me directly:
rhoff...@aesolves.net
Best Regards,
Ruth Hoffman
On 1/16/15 10:05 PM, Ron Wheeler wrote:
Thanks Adrian.
Can you elaborate on what this means "The party relationship type is
optional, typically the party roles are enough to describe the
relationship."
Can you explain how the various sales reps and different customers are
going to be connected without a partyRelationship.
I really appreciate all of the contributions in this area since it is
not documented in the wiki.
I am a bit skeptical about relying on a book that is 14 years old
since the project is very active.
Ron
On 16/01/2015 6:42 PM, Adrian Crum wrote:
The customer is in the role Customer, and Leslie is in the role Sales
Rep. The party relationship type is optional, typically the party
roles are enough to describe the relationship.
You could create a custom entity for SIC codes, or use the
Enumeration entity.
Adrian Crum
Sandglass Software
www.sandglass-software.com
On 1/16/2015 1:17 PM, Ron Wheeler wrote:
She is the "Account Manager" (Salesperson assigned to this Customer).
On 16/01/2015 2:57 PM, Adrian Crum wrote:
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>
