Internal Organization Setup

Last Updated 20230802

Select Party

Select Parties

Click on Search and it will show you the system account.

Click on Create New Party Group

Note: Party ID - It must be UNIQUE and that creates the first major problem. Everyone wants to lookup based on Party ID. It would be nice to do a wildcard search. Party ID is linked to everything in the database. Get over it now and "let the system create that Party ID". As a small business your going to have a minimum of 5,000 to 10,000 records. A middle market business is 100,000 records and more. A fortune 1000 company will have 1,000,000 records or more minimum. It will be impossible for you to have any control over that ID field. Get over it and start training yourself to lookup on First or Last Name or Group Name. Someone calls... take a minute and ask there name or Company Name. You could also get a zip code or phone number. Change from scrolling to text search. Final note: A user registers on your website. They will be assigned a number that you don't control. Party ID numbers also helps harden your system to security breaches. It is much more difficult to trace an admin user back from an arbitrary number.

Note: The default Party ID starts at 10000. It seems other tables will start at this party ID numeric sequence if the ID field is left blank.

Enter Group Name

Ruffian Specialties

Select

Preferred Currency

Click Save

Add Address Info

Click Create New

Select Postal Address

Click

Create

Enter

Address, City, State, Zip, Country, Allow Solicitation

Click

Save

Basic address information completed

Select Role(s)

From Add To Roll: view all

Select Internal Organization

Click Add

Notes: If you don't set the Internal Organization Roll you will not be able to create the General Ledger Chart of Accounts for your company record.

Advanced Tip

Select Eclipse

Select Working Tree

Select applications

Select datamodel

Select data

Select demo

Select AccountingDemoData.xml

Select "The main Company Internal Organization"

Control + C to Copy

Select Web Tools

Select Import/Export

Select XML Data Import

Control + X to Paste

Edit "Company" to a numeric or text value. I chose 5000.

Edit remaining address information.

Edit dates to be today

Click Import Text

It will fail if you get it wrong, so take your time.

<entity-engine-xml>

</entity-engine-xml>

I hope the indexers get this as I spent days trying to figure out where this payment method was. You will need this when you setup the General Ledger and other screens, so don't forget it.

OFBiz Payment Method setup.

Select Party

Select Search - Not Shown

Select Your Party ID - Not Shown

Scroll to the very bottom of the screen and on the left side you will see Payment Method.

Select Add Check Account

Type Name Account

Type Company Name

Type Bank Name

Select Payment Method Type

Select Account Type

Type Description of Account

Select Billing Address

Click Save