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 Used to Define Person and Organization Relationships

Page Name	Definition Name	Navigation	Usage
Person/Org Relationships	AV_PE_RELATION_TBL	Set Up SACR, and then Product Related, and then Contributor Relations, and then Constituent Information, and then Person/Org Relationships	Define the relationships that can exist between people and organizations in the system.

Defining Person/Org Relationships Values

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

Field or Control	Description
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 understand the relationship that the person has to that organization.