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. > > > -- View this message in context: http://www.nabble.com/PartyRelationship-help-tp24469395p24523550.html Sent from the OFBiz - User mailing list archive at Nabble.com.
