That link was just what I needed. Many thanks...
BJ Freeman wrote: > > the best I can give you is to go to > https://demo.ofbiz.org/webtools/control/ArtifactInfo > type in partyRelationship > it will show you all the places that it is used. > > snowch sent the following on 7/16/2009 1:27 PM: >> 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. >>> >>> >>> >> > > -- > 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-tp24469395p24524615.html Sent from the OFBiz - User mailing list archive at Nabble.com.
