Set up party role relationships (PartyRoleRelation) to define how customer accounts interact with partner roles such as Bill To, Ship To, Payer, and Wholesaler or Broker fulfillment accounts during order creation.
Required Editions
| User Permissions Needed | |
|---|---|
| To create party role relationships: | Order Capture for Manufacturing |
- From the App Launcher, find and select Party Role Relationships.
- Click New.
- For Role Name, enter or select the primary role in the relationship (for example, Ordering Account or Customer).
- For Related Role Name, enter or select the secondary role in the relationship (for example, Wholesaler, Bill To, Ship To, or Payer).
- For Relationship Object Name, select Account Account Relationship.
- If the relationship isn't reciprocal, or if one reciprocal role is already created with this selection, select Create Inverse Role Automatically.
- For Related Inverse Record, select the reciprocal role record if you already created it.
- Select the role relationship type to define how partner accounts are evaluated and prepopulated during order capture workflows (for example, validating Wholesaler or Broker for indirect fulfillment through FulfillmentAccountId).
- Save your changes.
- Create Account Account Relations
Create Account Account Relation (AccountAccountRelation) records to link a customer account to its specific partner accounts, such as Bill To, Ship To, Payer, or Wholesaler or Broker fulfillment accounts.