THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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- Go to the Party Manager
The Party Manager is designed to administer information about Parties, including their identity, their roles, how to contact them, etc. Each party is given a specific Party ID which represents them as they interact within OfBiz. Groups of parties are recognized and assigned a Group ID.- What is a 'Party'?
A 'Party' in Open For Business is a person or a group of parties, which can be persons or other party groups. Sometimes a party is described as a vendor, an employee, et cetera, but these are just 'roles' that a party may be associated with.- Roles and Contact Mechanisms
One type of related data is Contact Mechanisms such as postal addresses, phone numbers, email addresses, internet URLs. Another is Roles that the Party acts in such as Customer, Supplier, Employee, Manager, Merchandiser, etc. Generally a single party will interact with different parts of the system in many different roles. - Communications and Agreements
Another type of data that fits into the Party category is information about communication and agreements between Parties. This gets into the area of relationship management and also includes information about issues or trouble tickets that a Party may have. These entities are used along with the Work Effort entities to plan and track the research and resolution of such issues.
- Roles and Contact Mechanisms
- Use the Party Manager tab
To get to the Party Manager while logged into any of the other OFBiz manager applications just click on the 'Party' tab near the top of the page. .2.1.1.4
- What is a 'Party'?
- Select the Find link
- '"Find' is the default screen in the Party Manager.
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- Click on Lookup Party(s)
Returns a table of all Party(s) found matching your input. If more than a screenful, you may need to scroll through the pages of results using the Previous and Next links.
Wiki Markup Parties found The table of information for Parties found includes the Party ID #, User Login, Name, Type of party, and links to the \[Details\], \[Orders\], and \[New Order\]..2.1.1.7 Select desired party Must click on one of the links.
- Party # or Details
- Party Profile screen
Takes you to the Party Profile screen from either of these links. - Continuity of selection
Once a Party is selected, subsequent screen choices will be relative to the selected Party. If you wish to, for example, view the orders from another Party, first identify/specify the party before searching for orders.
- Party Profile screen
- Orders
Takes you to the Order Manager and the Find Order(s) - (Order(s) Found screen, even if there are no orders existing. See Find Orders, below. - New Order
Takes you to the Order Manager application, the first Order Entry screen, populating the Party ID box.
- Party # or Details