Hi Ron:
First off, if you are using OOTB business processes, the way to go is
PartyRelationship. This is especially important if you intend to use
order management and agreements (as a way to manage customers per sales
rep). As Taher suggests, you need to know status, from and thru dates
and so much more than you can possible get from adding another attribute
to the Party Entity.
Best Regards,
Ruth Hoffman
http://www.aesolves.com
[email protected]
On 1/14/15 11:15 AM, Taher Alkhateeb wrote:
Hi Ron,
My preferred way to do something like that is through a PartyRelationship
entry. I think It is the cleanest solution and has a fromDate, thruDate,
statusId, and a relationshipName which makes it robust for history tracking
purposes.
The above assumes no product exists in the mix.
Regards,
----- Original Message -----
From: "Ron Wheeler" <[email protected]>
To: [email protected]
Sent: Wednesday, 14 January, 2015 7:08:17 PM
Subject: Re: Account Data Import:
Does anyone have any ideas about what would be the best way to "assign"
a salesperson to a customer Party?
The simplistic way is to make the name an attribute of the customer Party.
Is there are better intermediate entity?
Ron
On 12/01/2015 11:15 AM, Ron Wheeler wrote:
I am just putting together an example of how to use ADTransform to
prepare product data to go into OFBiz.
If you would could send me some sample data in Excell, I would prepare
the ADTransform configuration to create the XML import file required
to load Party data.
You could then use ADTransform to prepare the real data for import.
Ron
On 12/01/2015 3:34 AM, Jacques Le Roux wrote:
Nothing specific, but here are few ways:
https://cwiki.apache.org/confluence/display/OFBIZ/Handling+of+External+data
https://cwiki.apache.org/confluence/display/OFBIZ/Import+Data+Using+Apache+POI+api
https://cwiki.apache.org/confluence/display/OFBENDUSER/OFBiz%27s+Data+File+Tools
Jacques
Le 12/01/2015 05:17, Tom Running a écrit :
Mass Account Data Import:
I am trying out version 13.7.01
Under SFA Manager, Accounts User Interface.
I have lot of account records from an excel spreadsheet that I want
to import to the Accounts table (not sure if it call account table or
something else).
These are the fields within the Accounts UI that I want to import.
PARTY ID
EMAIL ADDRESS
PHONE NUMBER
CITY
COUNTRY
ASSIGN TO
Would you provide some guidance on how to accomplish this.
Perhaps, what table is handling the Accounts information?
How to go about import the data?
Is there an import template (batch job) available some where?
Thank you.
Tom
