This opens a question about the packaging of seed data.
Being able to chose one or more packages of industrial coding schemes
during the installation would allow companies to select the set required.
The PartyClassificationType and the associated PartyClassificationGroup
should include
1) SIC_CODE as defined in
https://en.wikipedia.org/wiki/Standard_Industrial_Classification It is
old but still in use.
2) NAICS as defined in
https://en.wikipedia.org/wiki/North_American_Industry_
Classification_System It is mandatory for North American companies that
have report or label items subject to the NAFTA.
3)UN_ISIC as defined as
http://unstats.un.org/unsd/cr/registry/regcst.asp?Cl=27 I would expect
that this might be a useful code for companies based outside North America.
I am not sure if anyone would require any one of the other schemes and
it is always possible that a company would have its own scheme.
I think that it would be helpful to establish a "best practice" of
reserving the PartyClassificationType of SIC_CODE for the specific code
definition as defined in
https://en.wikipedia.org/wiki/Standard_Industrial_Classification and
using different names for the other schemes and suggesting that a new
PartyClassificationType be used for custom classification schemes. This
will make it easier to write clear documentation about Industry
classifications so that companies know what they are using and users
will know how to interpret the codes attached to companies.
I don't know what affect this would have on the screens that displayed
company info and I would hope that it is easy to select which
PartyClassificationType should be shown and which list of possible
PartyClassificationGroup values can be selected.
At the moment it seems that there is now way to represent a tree
structured coding scheme such as UN_ISIC besides flattening it turning
"01 - Crop and animal production, hunting and related service
activities" in master category "A - Agriculture, forestry and fishing "
into
"A-01 Agriculture, forestry and fishing - Crop and animal production,
hunting and related service activities"
Ron
On 05/03/2015 3:59 AM, Pierre Smits wrote:
In an international setup I believe it is a requirement.
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 Thu, Mar 5, 2015 at 8:45 AM, Ron Wheeler <[email protected]>
wrote:
https://en.wikipedia.org/wiki/North_American_Industry_
Classification_System
is more modern and used in North America
https://en.wikipedia.org/wiki/Global_Industry_Classification_Standard was
developed by one of our clients and seems to have international use.
http://unstats.un.org/unsd/cr/registry/regcst.asp?Cl=27 is the United
Nations version which might have a more broad appeal.
I suppose that more than one set could be supported.
On 04/03/2015 5:38 PM, Pierre Smits wrote:
Ron,
I found this wiki pages regarding industry classifications and sic codes
- https://en.wikipedia.org/wiki/Industry_classification
- https://en.wikipedia.org/wiki/Standard_Industrial_Classification
Would you say that the sic codes (as per the second link) are correct?
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 24, 2015 at 8:49 PM, Pierre Smits <[email protected]>
wrote:
Yes, the sic codes should be real.
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 24, 2015 at 7:07 PM, Ron Wheeler <
[email protected]> wrote:
On 24/01/2015 5:14 AM, Pierre Smits wrote:
We have to take into consideration that the naming of parties and
addresses shouldn't resemble real life to much. People might otherwise
get
the perception that it is real data.
I am not sure what the risk is.
If they wander down to Main Street and don't see all these companies
lined up next to each other or call a bunch of 555 telephone numbers
they
will figure it out pretty quickly.
The SIC codes should be real since that is a useful entity and is real
data
I would be less happy with dummy SIC codes since that just creates more
work for everyone.
Dummy data thath makes no sense, just makes it harder to understand how
the system works.
Ron
Best regards,
Pierre
Verstuurd vanaf mijn iPad
Op 24 jan. 2015 om 02:53 heeft Ron Wheeler
<rwheeler@artifact-software.
com> het volgende geschreven:
If my structure for Customers is correct, I will offer the test
customers in the spreadsheets and their associated data including
Classification as demo data.
The Party data is pretty sparse.
It should show every possible related entity so that it can be used
for
testing and documentation examples.
Ron
On 23/01/2015 3:36 PM, Pierre Smits wrote:
Ron,
Having checked the DemoData set, I noticed that we don't have demo
data
regarding PartyClassification and PartyClassifcationGroup.
Would you be willing to create an improvement JIRA and add a patch
with
your example?
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 Fri, Jan 23, 2015 at 5:54 PM, Ron Wheeler <
[email protected]
wrote:
Great answer!
When adding a customer (Party) it needs to have a Classification
associated with it to carry the SIC code of the Party.
My reverse engineering of the Party entities and the seed data led
me
to
the following fragment that will load a CUSTOMER and the SIC
classification
of"13"
<Party partyId="FOUR SEASONS HOTEL" partyTypeId="CORPORATION"
preferredCurrencyUomId="USD" partyStatus="PARTY_ENABLED"
externalId="100012"/>
<PartyRole partyId="FOUR SEASONS HOTEL" roleTypeId="CUSTOMER"/>
<PartyClassification partyId="FOUR SEASONS HOTEL"
partyClassificationTypeId="SIC_CODE" partyClassificationGroupId="
13"/>
<PartyClassificationGroup partyClassificationTypeId="SIC_CODE"
GroupId="13" description="Miscellaneous"/>
From your description I will have no trouble loading another
CUSTOMER that
is also a hotel (SIC Code 13) again
<Party partyId="HILTON" partyTypeId="CORPORATION"
preferredCurrencyUomId="USD" partyStatus="PARTY_ENABLED"
externalId="100012"/>
<PartyRole partyId="HILTON" roleTypeId="CUSTOMER"/>
<PartyClassification partyId="HILTON" partyClassificationTypeId="
SIC_CODE"
partyClassificationGroupId="13"/>
<PartyClassificationGroup partyClassificationTypeId="SIC_CODE"
GroupId="13" description="Miscellaneous"/>
The statement <PartyClassificationGroup partyClassificationTypeId="
SIC_CODE"
GroupId="13" description="Miscellaneous"/> will be processed many
times but
only result in a single PartyClassificationGroup entity with
SIC_CODE
13
which is the desired result.
Ron
On 23/01/2015 11:37 AM, Ruth Hoffman wrote:
Hi Ron:
In general - and please feel free to add to the Wiki: If the
utilities
that load seed data into the database encounter a record (to be
loaded)
where the primary-key(s) for this record already exist within a
record in
the database, only the non-primary-key data is loaded.
Specifically, you can never replace a primary-key(s) for an
existing
record in the database. This is intentional and done to preserve
data
integrity.
On the other hand, if a record with the identical primary-key(s) do
not
exist (the entire combination of primary-key(s) is considered),
then
a new
record is written to the database.
Given that, what entity are you loading with SIC codes? You will
first
need to determine which entity this is in order to answer your
question
from below: "what happens if the entity engine detects multiple
requests to
load the same classification id" ?
Hope this helps.
Best Regards,
Ruth Hoffman
http://www.aesolves.com
On 1/23/15 11:13 AM, Ron Wheeler wrote:
I notice that SIC Codes are listed as a "supported" classification
in
the seed data.
http://www.ehso.com/siccodes.php
Are there any seed data files that load the actual SIC Codes.
In North America the old SIC is replaced by NAICS except for some
US
gov't departments and agencies related to financial regulation
http://www23.statcan.gc.ca/imdb/p3VD.pl?Function=getVD&TVD=118464
http://en.wikipedia.org/wiki/Standard_Industrial_Classification
has
links to a number of other industry code systems.
Is there a set of seed data floating about that could be added to
the
seed data.
If not, what happens if the entity engine detects multiple
requests
to
load the same classification id ?
This would happen if the sic code classification was loaded with
each
customer or supplier in a bulk load operation of customers or
suppliers.
Ron
--
Ron Wheeler
President
Artifact Software Inc
email: [email protected]
skype: ronaldmwheeler
phone: 866-970-2435, ext 102
--
Ron Wheeler
President
Artifact Software Inc
email: [email protected]
skype: ronaldmwheeler
phone: 866-970-2435, ext 102
--
Ron Wheeler
President
Artifact Software Inc
email: [email protected]
skype: ronaldmwheeler
phone: 866-970-2435, ext 102
--
Ron Wheeler
President
Artifact Software Inc
email: [email protected]
skype: ronaldmwheeler
phone: 866-970-2435, ext 102
--
Ron Wheeler
President
Artifact Software Inc
email: [email protected]
skype: ronaldmwheeler
phone: 866-970-2435, ext 102
