---
schema_version: "1"
id: dcb5679de407c3fee67e44224e0b9b2d9929e2c4141f9310cee58c616379b2ba
title: Create Party Role Relationships
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/advanced_orders_create_party_role_relationships.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_create_party_role_relationships.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dad7069e3d60876be44fd466c0afe701c8db50ba789b6bba9cf6ba533e4d04a7
description: 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.
release: "264"
---
# Create Party Role Relationships

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

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              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_editions_permissions.htm&amp;type=5&amp;language=en_US" target="_blank">View supported editions</a></p>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1615e76 ">To create party role relationships:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1615e76 ">Order Capture for Manufacturing</td>

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1. From the App Launcher, find and select **Party Role Relationships**.
2. Click **New**.
3. For **Role Name**, enter or select the primary role in the relationship (for example, Ordering Account or Customer).
4. For **Related Role Name**, enter or select the secondary role in the relationship (for example, Wholesaler, Bill To, Ship To, or Payer).
5. For **Relationship Object Name**, select **Account Account Relationship**.
6. If the relationship isn't reciprocal, or if one reciprocal role is already created with this selection, select **Create Inverse Role Automatically**.
7. For **Related Inverse Record**, select the reciprocal role record if you already created it.
8. 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).
9. Save your changes.

- **[Create Account Account Relations](https://help.salesforce.com/s/articleView?id=xcloud.advanced_orders_create_account_account_relations.htm&release=264.0.0&type=5)**  
    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.