The situation is sales reps and customers not purchase agents and suppliers.
I suppose that it is possible to have the same customer being sold to by
two different salespeople from different organizations.
I would expect that each instance of the company would have a different
account number but I can also imagine a case where the selling company
gives the same number to 2 divisions of the customer.
I would expect that the customer would be represented by several Party
records that are linked together to a higher level corporate entity.
The number of external ids would likely be related to how the company
wanted to be billed (1 account with the supplier or separate accounts
with separate IDs for each purchasing arrangement.
Ron
On 18/01/2015 11:47 AM, Pierre Smits wrote:
HI Ron,
See inline.
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 Sun, Jan 18, 2015 at 12:00 AM, Ron Wheeler <
[email protected]> wrote:
This is not my installation, I am helping Tom Running get his setup
working so I do not have the whole picture.
On 17/01/2015 4:49 AM, Pierre Smits wrote:
Nice example, Ron,
But what do the externalId fields stand for in the <Party> records? Is
this a value defined to serve as some kind of internal identifier? Or is
the value defined by the party and assigned to you as some kind of customer
ID?
This is the "customer number"
I am not sure how they are assigned but I am pretty sure that they are
unique.
I would think that they would have a 1-1 mapping with PartyID.
The sample data that comes with OFBiz uses the customer name as an ID. The
customer number would be an alternative but I did not see any examples
where this is done nor any place to put the name.
If the latter, what do you do when you have multiple internal
organisations and each has a different identifier assigned by that party?
Where (in what entity would you capture that? And how would such look like
(visavis the OFBiz datamodel)?
Not sure what you mean here.
Do you mean that the Sales department gives it a number and the Accounts
payable department gives it another number?
What I meant to say is the following:
Suppose you have multiple internal organisations, whereby there is a
certain amount of independency amongst the internal organisations. And each
(unaware of the others) gets to do business with the various suppliers
known. Now suppose that each supplier provides all of the internal
organisations with a unique customerId.
Like in following example:
Internal Organisation A gets from Supplier 1 customerId 1-0001 assigned
Internal Organisation A gets from Supplier 2 customerId 2-0001 assigned
Internal Organisation A gets from Supplier 3 customerId A-A2-0001 assigned
Internal Organisation A gets from Supplier 4 customerId 1-0001 assigned
How would you see that captured in the OFBiz setup?
I am still trying to come to grips with the data model and the wiki's
description of it and how to use it for moving data between OFBiz and other
systems..
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 <http://www.orrtiz.com/>
On Fri, Jan 16, 2015 at 8:42 PM, Ron Wheeler <rwheeler@artifact-software.
com <mailto:[email protected]>> wrote:
Does this look like a file that could be imported to produce 2
customers. Both should be assigned to "LESLIE".
I gather from the partyRelationshipName that this is the correct
Type
<PartyRelationshipType description="" hasTable="N" parentTypeId=""
partyRelationshipName="Account owned by"
partyRelationshipTypeId="ACCOUNT" roleTypeIdValidFrom=""
roleTypeIdValidTo=""/>
The partyRelationshipTypeId="ACCOUNT" could be better.
partyRelationshipTypeId="ACCOUNT_OWNER" would be clearer and more
consistent with
<PartyRelationshipType description="" hasTable="N" parentTypeId=""
partyRelationshipName="Lead Owned by"
partyRelationshipTypeId="LEAD_OWNER" roleTypeIdValidFrom=""
roleTypeIdValidTo=""/>
and
<PartyRelationshipType description="" hasTable="N" parentTypeId=""
partyRelationshipName="Lead Owners/Managers"
partyRelationshipTypeId="LEAD_OWN_GRP_MEMBER"
roleTypeIdValidFrom="" roleTypeIdValidTo=""/>
They have a SIC code and an SIC description assigned to them as
attributes.
Is there are better way to handle this (Table of SIC entities and
a relation to it or does that require code changes)?
<entity-engine-xml>
<PartyGroup partyId="FOUR SEASONS HOTEL" groupName="OFBIZ COMPANY
NAME"/>
<Party partyId="FOUR SEASONS HOTEL" partyTypeId="PARTY_GROUP"
externalId="100012"/>
<PartyRole partyId="FOUR SEASONS HOTEL" roleTypeId="CUSTOMER"/>
<PartyAttribute partyId="FOUR SEASONS HOTEL" attrName="SIC"
attrValue="13"/>
<PartyAttribute partyId="FOUR SEASONS HOTEL" attrName="SIC
Description" attrValue="Miscellaneous"/>
<ContactMech contactMechId="FOUR SEASONS HOTEL_POSTAL"
contactMechTypeId="POSTAL_ADDRESS"/>
<PostalAddress contactMechId="FOUR SEASONS HOTEL_POSTAL"
toName="FOUR SEASONS HOTEL" address1="123 Main Street"
city="NewYork" countryGeoId="USA" stateProvinceGeoId="NY"
postalCode="126785"/>
<PartyContactMech partyId="FOUR SEASONS HOTEL" contactMechId="FOUR
SEASONS HOTEL-POSTAL" fromDate="2015-01-01 00:00:00.000"
allowSolicitation="Y"/>
<ContactMech contactMechId="FOUR SEASONS HOTEL_EMAIL"
contactMechTypeId="EMAIL_ADDRESS" infoString="[email protected]
<mailto:[email protected]>"/>
<PartyContactMech partyId="FOUR SEASONS HOTEL" contactMechId="FOUR
SEASONS HOTEL_EMAIL" fromDate="2015-01-01 00:00:00.000"
allowSolicitation="Y"/>
<PartyContactMechPurpose contactMechPurposeTypeId="PRIMARY_EMAIL"
partyId="FOUR SEASONS HOTEL" contactMechId="FOUR SEASONS
HOTEL_MAIL" fromDate="2015-01-01 00:00:00.000"/>
<ContactMech contactMechId="FOUR SEASONS HOTEL_PHONE"
contactMechTypeId="POSTAL_ADDRESS"/>
<TelecomNumber contactMechId="FOUR SEASONS HOTEL_PHONE"
type="PHONE" countryCode="1" areaCode="254" contactNumber="555-4534"/>
<PartyContactMech partyId="FOUR SEASONS HOTEL" contactMechId="FOUR
SEASONS HOTEL_PHONE" fromDate="2015-01-01 00:00:00.000"
allowSolicitation="Y"/>
<PartyRelationship partyIdFrom="FOUR SEASONS HOTEL"
partyIdTo="LESLIE" partyRelationshipTypeId="ACCOUNT"
roleTypeIdFrom="_NA_" roleTypeIdTo="_NA_" fromDate="2015-01-01
00:00:00.000"/>
<PartyGroup partyId="ABC ELECTRIC" groupName="OFBIZ COMPANY NAME"/>
<Party partyId="ABC ELECTRIC" partyTypeId="PARTY_GROUP"
externalId="100041"/>
<PartyRole partyId="ABC ELECTRIC" roleTypeId="CUSTOMER"/>
<PartyAttribute partyId="ABC ELECTRIC" attrName="SIC"
attrValue="02D"/>
<PartyAttribute partyId="ABC ELECTRIC" attrName="SIC Description"
attrValue="Electrical Contractor"/>
<ContactMech contactMechId="ABC ELECTRIC_POSTAL"
contactMechTypeId="POSTAL_ADDRESS"/>
<PostalAddress contactMechId="ABC ELECTRIC_POSTAL" toName="ABC
ELECTRIC" address1="123 Main Street" city="Toronto"
postalCode="N5N 5X5" countryGeoId="CANADA" stateProvinceGeoId="ON" />
<PartyContactMech partyId="ABC ELECTRIC" contactMechId="ABC
ELECTRIC-POSTAL" fromDate="2015-01-01 00:00:00.000"
allowSolicitation="Y"/>
<ContactMech contactMechId="ABC ELECTRIC_EMAIL"
contactMechTypeId="EMAIL_ADDRESS" infoString="[email protected]
<mailto:[email protected]>"/>
<PartyContactMech partyId="ABC ELECTRIC" contactMechId="ABC
ELECTRIC_EMAIL" fromDate="2015-01-01 00:00:00.000"
allowSolicitation="Y"/>
<PartyContactMechPurpose contactMechPurposeTypeId="PRIMARY_EMAIL"
partyId="ABC ELECTRIC" contactMechId="ABC ELECTRIC_MAIL"
fromDate="2015-01-01 00:00:00.000"/>
<ContactMech contactMechId="ABC ELECTRIC_PHONE"
contactMechTypeId="POSTAL_ADDRESS"/>
<TelecomNumber contactMechId="ABC ELECTRIC_PHONE" type="PHONE"
countryCode="1" areaCode="506" contactNumber="555-4433"/>
<PartyContactMech partyId="ABC ELECTRIC" contactMechId="ABC
ELECTRIC_PHONE" fromDate="2015-01-01 00:00:00.000"
allowSolicitation="Y"/>
<PartyRelationship partyIdFrom="ABC ELECTRIC" partyIdTo="LESLIE"
partyRelationshipTypeId="ACCOUNT" roleTypeIdFrom="_NA_"
roleTypeIdTo="_NA_" fromDate="2015-01-01 00:00:00.000"/>
</entity-engine-xml>
--
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
