Ron, That is a relationship between on party and another, whereby the first party has a role in relation to the role of the second party. In OFBIz these are defined through the PartyRelationship and PartyRelationshipType.
The following can be found as an example in the dataset. <PartyRelationshipType description="" hasTable="N" parentTypeId="" partyRelationshipName="Agent" partyRelationshipTypeId="AGENT" roleTypeIdValidFrom="" roleTypeIdValidTo=""/> <PartyRelationship partyIdFrom="DemoCustCompany" partyIdTo="DemoCustAgent" roleTypeIdFrom="CUSTOMER" roleTypeIdTo="AGENT" fromDate="2001-05-13 00:00:00.000" partyRelationshipTypeId="AGENT" comments="Allows the DemoCustAgent to purchase on behalf of DemoCustCompany, ie purchase against BillingAccount"/> 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 Wed, Jan 14, 2015 at 5:08 PM, Ron Wheeler <[email protected] > wrote: > > 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 >>>> >>>> >>> >> >> > > -- > Ron Wheeler > President > Artifact Software Inc > email: [email protected] > skype: ronaldmwheeler > phone: 866-970-2435, ext 102 > >
