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

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