OFBiz Roles
Last Updated 20230804
OFBiz roles are a really difficult to figure out. Even looking into the source code it's readily apparent. As I find connections to roles I will log them here.
Account Role = ACCOUNT
Let's say you want to make AdminDave's partyId related to Ruffian Specialties partyId. In order for this to work a Role of Account needs to be added to the Party Group. You can also add a new Party Group through the SFA module and that will automatically associate the Account Role.
Select Party - Click on Search - Click on AdminDave
Click on Create New
Type ruf
Note: No Records Found
Click on the Roledex Card
Click on Find
Note: No Records Found
Select Account from the Role Type ID
Click on Add
Note: RoleType ID "ACCOUNT" is now on associated with the Member Roles.
Click on Party - Click on Search - Click on AdminDave
Click on Create New in the List Related Accounts section
Type ruf
Note: You now have a selection in the dropdown.
Click on the Rolodex Card
Click Find
Note: You can now select the Account Role Ruffian Specialties.
NOTE: See CONTACT role type for the same process only in reverse.
Carrier Role = CARRIER
Found this in source code commit so I believe this role has something to do with shipping carriers.
- <PartyRole partyId="USPS" roleTypeId="CARRIER"/>
- <PartyRole partyId="UPS" roleTypeId="CARRIER"/>
- <PartyRole partyId="Company" roleTypeId="CARRIER"/>
- <PartyRole partyId="_NA_" roleTypeId="CARRIER"/>
Contact Role = CONTACT - See Account Role
Seems to me when adding a New Party Person you should add them via the SFA module and NOT the party module. The reason for this is the CONTACT role will automatically be added.
Customer Role = CUSTOMER
In order to select a customer from the dropdown menu on the Order Entry screen the party must have the role type of Customer.
Internal Organization Role
Required in order to add - Accounting - Organizational GL Settings - Create New Accounting Company - Organization Party ID Dropdown
Required in order to show - Catalog - Products - Select ProductID - Accounts - Add GL Account - Organization Drop Down Box
Supplier - This took a while to figure out. A supplier is typically a company that provides raw materials to a manufacturer or someone who is going to take those raw materials and cut, process, or assemble them into a finished good to sell to an end user. A Vendor is someone who typically sells a finished product to an end user. A farmers market is typically run by a company that organizes 30 to 50 Vendors to show up and sell fruits, vegetables, or jewelry to the end user or consumer. Those same Vendors could also be considered Suppliers if they sold those same fruits and vegetables to a restaurant that is then going to cut and process them into a finished plate to be sold to a hungry end user or consumer.
Etsy has thousands of Vendors that sell there ware's to the end user or consumer. Amazon has thousands of Vendors that sell there products to an end user or final consumer. West Marine represents thousands of Vendors on there web site and in there stores. They sell boat motors from Yamaha and Mercury to electrical equipment from Ancor Marine. These are all finished goods being sold to a end user or final consumer.
My business Ruffian Specialties purchases raw materials of canvas and roll goods to snaps and plastic buckles from many different Suppliers where we will cut the material and sew it together into bags for Fire Departments to purchase as the final end user or consumer.
Vendor - See Supplier
_NA_ = Not Applicable
ADMIN = Administrator
AFFILIATE = Affiliate
AGENT = Agent
ASSOCIATION = Association
AUTOMATED_AGENT_ROLE = Automated Agent
BILL_FROM_VENDOR = Bill-From Vendor
BILL_TO_CUSTOMER = Bill-To Customer
BULK_CUSTOMER = Bulk Customer
BUYER = Buyer
CAL_ATTENDEE = Calendar Attendee
CAL_DELEGATE = Calendar Delegate
CAL_HOST = Calendar Host
CAL_ORGANIZER = Calendar Organizer
CAL_OWNER = Calendar Owner
CALENDAR_ROLE = Calendar
CASHIER = Cashier
CLIENT = Client
CLIENT_ANALYST = Client Analyst
CLIENT_BILLING = Client Billing
CLIENT_MANAGER = Client Manager
COMPETITOR = Competitor
CONSUMER = Consumer
CONTENT = Content Member
CONTENT_ADMIN = Content Administrator
CONTENT_AUTHOR = Content Author
CONTENT_EDITOR = Content Editor
CONTENT_GUEST = Content Guest
CONTENT_PUBLISHER = Content Publisher
CONTENT_USER = Content User
CONTRACTOR = Contractor
DEPARTMENT = Department
DISTRIBUTION_CHANNEL = Distribution Channel
DISTRIBUTOR = Distributor
DIVISION = Division
EMPLOYEE = Employee
END_USER_CUSTOMER End-User Customer
FAMILY_MEMBER Family Member
HOSTING_SERVER Hosting Server
HOUSEHOLD Household
ISP ISP
LEAD Lead
LOGGEDIN Logged In
LTD_ADMIN Limited Administrator
MANAGER Manager
ORDER_CLERK Order Clerk
ORGANIZATION_ROLE Organization
ORGANIZATION_UNIT Organization Unit
OTHER_INTERNAL_ORGAN Other Internal
OTHER_ORGANIZATION_U Other Organization Unit
OWNER Owner
PACKER Packer
PARENT_ORGANIZATION Parent Organization
PARTNER Partner
PERSON_ROLE Person
PICKER Picker
PLACING_CUSTOMER Placing Customer
PROJECT_TEAM Project Team
PROSPECT Prospect
PROVIDER_ACCOUNTING Provider Accounting
PROVIDER_ANALYST Provider Analyst
PROVIDER_FUNCTIONAL Provider Func. Impl
PROVIDER_MANAGER Provider Manager
PROVIDER_TESTER Provider Tester
PROVIDER_VALIDATOR Provider Validator
RECEIVER Receiver
REFERRER Referrer
REGULATORY_AGENCY Regulatory Agency
REQ_MANAGER Request Manager
REQ_REQUESTER Requesting Party
REQ_TAKER Request Taker
SALES_REP Sales Representative
SHAREHOLDER Shareholder
SHIP_FROM_VENDOR Ship-From Vendor
SHIP_TO_CUSTOMER Ship-To Customer
SHIPMENT_CLERK Shipment Clerk
SPONSOR Sponsor
SPOUSE Spouse
STOCKER Stocker
SUBSCRIBER Subscriber
SUBSIDIARY Subsidiary
SUPPLIER Supplier
SUPPLIER_AGENT Supplier Agent
TAX_AUTHORITY Tax Authority
UNION Union
VENDOR Vendor
VISITOR Visitor
WEB_MASTER Web Master
WF_OWNER Workflow Owner
WORKER Worker