Relationship Management (CRM #50001400)

Learn to create relationships between info areas and list them.

Relationships (PB)

Overview

Creating a relation is only possible between FI-FI, FI-PE, PE-FI, or PE-PE. We are not considering relationships to the CP info area!

B5 records can now be administered from the application menu for the administrator (Admin role).

The template is using catalog 21 and 404 and we renamed them to “Relationship” and “Relationship Category”.

Catalogs and Values Delivered in LSI Template Release

Supplier&Dealer, Personal relationships, etc.

Filter for categories when creating new relations (process).



Relationships (PB) can be found both in the FI tree as well as in the PE tree. They were implemented using forms combined with filter masks. In headers there are filter sets to filter out records of certain types of relationships. There is a process that comes from the product for creating new relationship records.

Used Buttons to invoke filters

• TE_PB_Associations

• TE_PB_GeneralRelationships • TE_PB_HCO

• TE_PB_HospitalStructure

• TE_PB_LevelHigh

• TE_PB_LevelLow

• TE_PB_Listings

• TE_PB_PersonalRelationships • TE_PB_SupplierDealer

• TE_PB_ClearFilter

Used Filters

• PB.TE_Associations

• PB.TE_GeneralRelationships • PB.TE_HCO

• PB.TE_HospitalRelationships • PB.TE_LevelHigh

• PB.TE_LevelLow

• PB.TE_Listings

• PB.TE_PersonalRelationships • PB.TE_SupplierDealer

Forms

The template is using 2 different forms. One for FI and the other for PE.

TE_PB_FI-Tree: Used in FI tree to display Account – Account and Account - Person relationships

TE_PB_PE-Tree: Used in PE tree to display Person – Account and Person - Person relationships

Expand Alternatives



Context Menu

The template is using four different context menus.

  • 'M_Relationship_Account': Used for FI target-related records. “Go To FI” Action.

  • 'M_Relationship_Person': Used for PE target-related records. “Go To PE” Action.

  • 'M_Relationship_Expand': never used!!! “Go To FI, PE Used for PB.Expand” Action.

  • 'M_Relationship': Menu used for lists. “Go To FI, PE Relationship” Action.

Circle of Influence

The Circle of Influences is callable from the FI tree node “relationship”.

The user is able to list all relationships for a company by clicking on the FI „Relationship“ tree node. The node includes a form with an “onCreate”event (automatically executed by clicking on the FI tree node).



„onCreate“ event (JavaScript code):



You have to include the following parameters:

  • Query: Which query should be used (in our case “TE_FI_RelationshipChart”).

  • Link: You get the FI uid through the sender.context.get(“rootUid”).

  • reportName: Which “.xslt” should be used to transform the XML.

  • targetFrame: Define the name of the targetFrame where the chart should be rendered.

    Queries

  • TE_FI_RelationshipChart

    Default query which is called after clicking on the FI „Relationship“ tree node.

  • TE_FI_RelationshipChart_Filter_Associations

    Based on the “TE_FI_RelationshipChart” with an additional filter for the ”Associations” relationship category.

  • TE_FI_RelationshipChart_Filter_HealthInsurance

    Based on the “TE_FI_RelationshipChart” with an additional filter for the ”HealthInsurcance” relationship category.

  • TE_FI_RelationshipChart_Filter_HospitalStructure

    Based on the “TE_FI_RelationshipChart” with an additional filter for the ”HospitalStructure” relationship category.

  • TE_FI_RelationshipChart_Filter_Listing

    Based on the “TE_FI_RelationshipChart” with an additional filter for the ”Listing” relationship category.

  • TE_FI_RelationshipChart_Filter_PersonalRelationships

    Based on the “TE_FI_RelationshipChart” with an additional filter for the ”PersonalRelationships” relationship category.

  • TE_FI_RelationshipChart_Filter_SupplierAndRetailer

    Based on the “TE_FI_RelationshipChart” with an additional filter for the ”SupplierAndRetailer” relationship category.

    Forms

    • TE_FI_RelationshipChart

    The form consists of one TabPanel and two forms (TE_PB_FI-Tree, TE_FI_OnlyRelationshipChart). It is used in the FI “Relationship” tree node.

    • TE_PB_FI-Tree

    The form consists of a SearchView (TE_PB_Account) and an ExpandView.

    • TE_FI_OnlyRelationshipChart

    The form consists of a FormFrame and seven filter buttons.