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Defining Person and Organization Relationships

To set up person and organization relationships, use the Person/Org Relationships component (AV_PE_RELATION_TBL).

This section discusses how to define person and organization relationships.

Page Name

Definition Name

Navigation

Usage

Person/Org Relationships

AV_PE_RELATION_TBL

select Set Up SACR, then select Product Related, then select Contributor Relations, then select Constituent Information, then select Person/Org Relationships

Define the relationships that can exist between people and organizations in the system.

Access the Person/Org Relationships page (select Set Up SACR, then select Product Related, then select Contributor Relations, then select Constituent Information, then select Person/Org Relationships).

Image: Person/Org Relationships setup page

This example illustrates the fields and controls on the Person/Org Relationships setup page. You can find definitions for the fields and controls later on this page.

Person/Org Relationships setup page

Field or Control

Definition
Person Description

Enter the relationship that the person has with the organization. For example, if you are defining a relationship between a trustee and a foundation, the description of the person that you enter is Trustee.
Org Description

Enter the relationship that the organization has with the person. For example, if you are defining a relationship between a trustee and a foundation, the description of the organization that you enter is Trustee.

Note: Because the relationship always depicts the person's role in relation to the organization, the setup values on this page should always reflect the person's relationship type for both person and organization. Using this convention, regardless of whether you are reviewing the record of the person or the organization, you will understand the relationship that the person has to that organization.